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.
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.
Took a while to respond to our initial email but after that, no issues - prompt & clear communication. Tim has a laid back & friendly demeanour & appears genuinely interested in what’s happening in our life. Never pushy & uses his extensive knowledge to suggest what’s best for us. We have no hesitations in recommending Tim to anyone seeking a financial adviser.
Tim has been my financial adviser since 2018. Tim is honest, reliable and really cares about his clients, and that was evident right from the start. He has given me such great advice on insurance, super and investment, including upgrading my insurance to Own Occupation TPD. I had to close my small business last year due to injury, and thanks to Tim I was covered financially, and didn't have to sell my house and live off the capital whilst I had surgery and recovered. He walked me through the process with assurance during a very difficult time. I can't thank him enough for his support and advice, which has allowed me and my family to maintain the highest level of well being possible, and provide security into the future.
Tim communicates with clarity and purpose, understanding fully our needs.
Communication via teams, face to face and email - always responds in a timely manner. Always friendly, professional and gives 100% attention when meeting with me. Good listener, understands my questions and responds in everyday language that non-financial people can understand.
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.
- Adviser status Platinum
- Number of reviews 127
- First year providing advice 2009
- Years of experience 15
- 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