Roger Sousa

Aspiram Financial Planning

Platinum
22 Yrs Experience
Blacktown, NSW 2148

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.

www.aspiram.com.au

02 9621 6111

office@aspiram.com.au

I specialize in:

Retirement Planning

Wealth Planning

Superannuation

SMSF

Investments

Wealth Protection

Estate Planning

Centrelink

Aged Care

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 95
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Aspiram Financial Planning

Suite 204, Level 2, 83 Flushcombe Rd
Blacktown, NSW 2148

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429