Aspire Planning was established to flip financial advice from the old mantra of "robotic" financial strategies to one that puts your Life Vision where it should be, at the core.
Our dreams and aspirations, if achieved, give us great happiness. Your financial plans need to support this objective.
Aspire Planning assists you in establishing your Life Vision and developing Financial Plans that align to it. Most of all it will empower you to Make it Happen!
Our Core Values
- We want Better, not just Bigger. Be the best you can possibly be!
- Life Vision motivates financial strategies.
- YOU are the driver, WE are the navigator.
- Be personal and accessible to our clients.
- You retain control of your financial decisions.
- Always provide high quality & appropriate advice in your best interests
Our other passions
We are passionate about playing our role to progress Financial Gender Equality. We proudly sponsor Financy, a financial literacy, media and data insights platform designed educate and inspire women to build financial capability and wellbeing.
Tim Henry releases a weekly podcast called The Grass is Greener. Every week, Tim and his guests dissect your everyday challenges, help you get clear on your goals and give you financial tips to make it happen! www.tgigpodcast.com.au
Our clients really value our approach to fees. After our Initial meeting we provide you with a Cost Outline Proposal which considers the work you would like completed and proposed fees we would charge. We only charge a fixed dollar fee for this advice.
Tim, listened to our concerns and assisted us in finding the best super and life insurance policies. Any questions we had on performances he would either reassure us with information stating we are in the right place or suggest alternatives to provide a better outcome. He has been a great source of information and has enabled us to plan for our future retirement in a calm and suitable way based on our ages and current stage of our lives.
Each time I meet with Tim he always makes time to explain whatever issues may come up.
Wish I had met him years ago.
I believe I would be in an even better financial situation.
I would recommend any one of my friends and loved ones to use his professional services.
Tim was recommended by our accountant for his ability to focus on life goals in step with financial goals. He was very approachable and easy to understand. We've enjoyed working with Tim immensely, he's given us the confidence to enjoy life knowing that our finances are automated and on track for a secure and fun future. Thanks to Tim, Sarah and the team.
We had a great experience with Tim and are very happy to have found a financial adviser who we feel really understands our goals and who can help us get there - at the same time as being able to explain everything in 'plain English'. We will definitely continue our relationship with Tim and would highly recommend him.
Tim is a good communicator. He is upbeat, personable and speaks in layperson's terms. He has a broad knowledge and thinks outside the box. Tim is always available to answer questions. On top of this he is a nice guy.
- Adviser status Platinum
- Number of reviews 124
- First year providing advice 2009
- Years of experience 13
- Graduate Diploma of Applied Finance
- Graduate Certificate in Financial Planning
Aspire PlanningSuite 13, 328 Reserve Road
Cheltenham, VIC 3192
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Affinia Financial Advisers Ltd