I am in the business of Helping clients reach their financial goals.
To you, our valued client, it’s about? being? in control of your day-to-day finances and having the? financial? freedom to make choices that will allow you to enjoy life, not lose sleep over money.
Regardless of where you are in life, financial advice can give you the confidence to know you are on track to achieve the financial freedom that you want for yourself and your family.
As a qualified Financial Planner with over 21 years of experience in the industry, I can provide practical strategies to get your finances in great shape for the future, you'd be surprised at the big impact small changes can make.
My commitment to my clients is based on understanding their needs, maintaining the integrity of the advice I give and ensuring effective communication of the solutions I agree to implement.
I make sure our client's financial journey is an enjoyable one and afford them the successful retirement that they deserve.
Partner with Aspiram Financial Planning
If aligning with a professional financial planning practice providing valueable, transparent and quality financial advice is what you are looking for, reach out today and let’s chat.
02 9621 6111
I specialize in:
We originally had 4 financial planners to choose from but eventually ended up with Roger Sousa because of the very good reviews. What other people wrote are all true. The staff are friendly and with a “can do” attitude. They make you feel very comfortable. Roger himself treats you with the highest level of professional care and looks after giving you the best possible advice no matter what your circumstances are. Definitely a financial planner we will highly recommend.
I am very happy and confident that Roger is helping me with all my financial matters. His guidance as placed me in a better situation.
Roger has been of great assistance for helping me to achieve my financial goals, I was not savvy with investments and Roger has been able to assist me in this area. Roger has been explain my investment in detail where I feel comfortable and confident in his services. I am proud to say I have seen great results with my investment and feel assured I will have great results with Roger managing my investment for me. On a personal note Roger is a lovely person who is not only a professional but also a personable and approachable Financial Advisor who is always willing and able to answer any questions I may have.
I have been very happy with Roger's advice and service. He is very tentative to my needs and is always accessible when ever i need assistance. Roger has put in place strategies that have assisted me in receiving additional income to meet my ongoing needs. He's team is also very helpful.
We have been very happy with Roger's advice and service. The ongoing reviews and advice continues to meet our ongoing needs. The ongoing service provided is very good as well.
- Adviser status Silver
- Number of reviews 96
- First year providing advice 2000
- Years of experience 24
- Master of Financial Planning
Aspiram Financial PlanningSuite 204, Level 2, 83 Flushcombe Rd
Blacktown, NSW 2148
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call