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Aspire Wealth Management

Aspire Wealth Management is an independent fee-based professional financial planning practice.  We provide holistic lifestyle financial planning to our clients which in turn enables our clients to realize their aspirations.

 

We are passionate about helping people achieve their full potential and envision each client to be equipped with a holistic financial map of where they want to be, and how to get there.  We provide our clients with a sound framework to make financial decisions and through the implementation of unique tailor made strategies assist our clients to achieve their goals and aspirations through the different stages of their lives.  We pride ourselves in building long term meaningful relationships with our clients whereby we are able to add values to different aspects of their lives.

 

Lifestyle financial planning does not only focus on your money, but rather what your money is required to do for you based on your needs, goals and lifestyle aspirations.  Lifestyle financial planning will help you determine ‘How much is enough” thereby creating a balance between your money, lifestyle and the things you would like to enjoy in life.

 

Our Value Proposition

 

By providing you with the correct framework to making decisions as well as sound advice, exceptional service and reliable people we will guide you into achieving your lifestyle goals and aspirations.

 

Lifestyle Financial Planning involves a six step process:

  • Establish and defining a relationship
  • Obtaining information (financial, needs, goals etc.)
  • Analysing information
  • Developing a financial plan
  • Implementing the plan
  • Regular reviewing of the implemented plan

 

Our Service Offering

 

Life & Lifestyle Financial Planning:

  • Life planning/coaching i.e. personality awareness; setting and prioritising of goals; identifying and dealing with life transitions
  • Discovering your meaning of money
  • Planning for short, medium and long-term goals
  • Managing risk i.e. death; disability; severe illness; medical aid; short term insurance
  • Identifying the correct investment strategies aligned with lifestyle  goals
  • Estate and tax planning
  • Documented Financial Plan and tailor made investment strategies
  • On-going reviews
  • Regular reporting and communication
  • Invitations to special client events, monthly financial planning club meetings
  • Quarterly news letter
  • Access to the financial planner and staff when required
  • Telephonic support