Tim Henry

Aspire Planning

Platinum
13 Yrs Experience
Cheltenham, VIC 3192

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

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 124
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Graduate Certificate in Financial Planning
  • Language spoken
    • English

Aspire Planning

Suite 13, 328 Reserve Road
Cheltenham, VIC 3192

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857