Financial advice you can trust.
Make smarter decisions with expert financial services, tailored to your needs and goals.
Explore your True Potential with Aspire today.
Explore your True Potential with Aspire today.
Stress Less. Take Control. Plan Ahead.
A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.
At Aspire Wealth & Protection we help you get control of your money so you can live life on your terms.
How can we help?
Get started and set your family up for success
Build wealth and pursue your goals
Prepare for retirement and beyond
Make the most of retirement
Get started & set up your family
You want to buy your dream home, expand your family and grow your wealth.
Build wealth and pursue your goals
It’s time to pay down debt, protect your wealth and grow your assets.
Prepare for retirement and beyond
You want to be confident that you will have enough money to enjoy your life when you stop working.
Make the most of retirement
You would like to leave a legacy for your kids and ensure you don’t run out of money anytime soon.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning
We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Protecting your Lifestyle
Your local financial partners
Aspire to excellence.
Aspire Wealth & Protection is a privately owned financial services practice in the Hunter region of NSW. Since 1983, we’ve grown with our clients’ financial journeys, evolving into an award-winning practice with a team of qualified financial advisers and range of financial services.
We’re proud to have served many clients for more than 30 years – assisting families across several generations, at every stage of life from startup to retirement. Over the years, we’ve built a reputation for integrity and quality work across many industries and occupations.
Tailored financial solutions.
We structure your financial journey to achieve the best results for your future – in a way that suits your unique preferences. That means every solution is custom-built from the ground up to meet your needs and goals.
Our client-first approach and lifestyle guidance sets us apart from other financial advisers. You can make informed, smarter decisions with all the facts and expert insights at your fingertips. That means that we act in your best interests at all times, with highly qualified and transparent advice. Your adviser will outline how we can best support you and explain clearly how we’re remunerated for advice and services.
Prepare for tomorrow, make the most of today.
Insights
Putting healthspan at the heart of your plan
There is something deeply hopeful about the fact that we are living longer than previous generations. Advances in medicine, safer…
Discretionary trusts: What the proposed changes mean
Family trusts have long been a popular structure for managing business income, investments and succession planning. However, a major change…
Life moves fast. Is your insurance up to speed
Life moves fast. Is your insurance up to speed? Life rarely stands still. A new home, a growing family, a…
AI is changing everything. Does your portfolio need to?
It can feel as if artificial intelligence (AI) makes its way into almost every conversation, and especially for investors. From…
Market movements and review video – August 2026
Stay up to date with what’s happened in the Australian economy and markets over the past month. July provided some…
What lies ahead for property investors?
Property investors are facing a whole new world this financial year following the tax reforms announced in the May Federal…
Kind words from our clients
“Chris has been our adviser for a number of years while in business and now in retirement. It is good to have an adviser to make the right decisions for you at the various stages of your life and in this regard we have complete trust in his advice. He also has a team of friendly and efficient staff. We would not hesitate to recommend Chris to any prospective client.”
Christine
“Chris and his team have provided us with financial advice and planning for many years. We have found the advice and investment strategies invaluable for our financial security. We are happy in the knowledge that our financial future is in professional and experienced hands. ”
Graham and Sue, Beresfield
“I have found Chris to be very helpful, honest and a very good adviser. he has gone out of his way to provide me with investment advise and guidance, through his stewardship we have reached a goal that looked almost impossible approximately 17 years ago when I first consulted him.I would recommend him and his staff to anybody seeking good financial advise.”
Warren, Medowie
Thank you for the information last night at your seminar. It was very well presented by both speakers. Their knowledge and experience in respective fields was clearly evident and their presentation skills were impressive!
I am better informed for attending and have greater confidence that I am in the right hands with your company.
Will catch up some time soon.
Richard, Hamilton
We wish to thank you and your wonderful team for setting up our Retirement and Future. Your professionalism is evident throughout your staff, who have done a magic job. We are looking forward to a long and happy association with Aspire in the future.
Alan and Beverley
Over the last 15 years both Peter and his wife Narelle had made a few small claims on their Income protection insurance, but on the night of November 26th 2008 following a seizure, Peter’s life changed forever. The next day Peter had a CT Scan which showed a 5cm mass, it was in the speech, movement and sight of his brain. Peter underwent emergency surgery; however this did not go well as only 40% of the tumour could be removed. At this crucial time for the family, Peter’s adviser visited the family at the hospital and assisted with the completion of the claim forms, collection of medical information and also arranged for the insurer to release a lump sum of $10,000 to assist financially as Peter’s ability to earn an income ceased on the night of 26th November. The last fifteen months have been very hard emotionally and financially. With the lump sum payment from the Trauma cover and the regular monthly income from Peter’s Income Protection policy this has enabled us to survive financially and also get the best medical treatment for Peter. Dr Charlie Teo, Australia’s leading Neurosurgeon has been able to give Peter extended life and financially we would have had to sell the family home if it wasn’t for the Trauma payout and the advice that our adviser has given to us over the last 15 years.
Peter and Narelle, Singleton NSW
Chris Hale has been our financial adviser since 2000. The financial decisions we have made under his assistance and guidance have allowed us to strike the right balance between meeting our ongoing budget commitments. Investing sufficiently to enjoy a comfortable retirement. We also recognise the peace of mind we have experienced, knowing that in if an unexpected serious illness or accident occurred to either of us, our family’s financial welfare would not be a concern. The professional and efficient team at Aspire Wealth and Protection has helped to develop a strong and rewarding relationship over the years. We have enjoyed Chris’ friendship and benefited from his diligence and ongoing commitment, and happily recommend his services to other clients.
Martin and Melinda
A year ago, at the age of 47 Leanne had never even heard of Myeloma, but when she finally found out that this was a rare form of blood cancer she soon came to realise just how serious it was. Thankfully Leanne was covered with her Trauma insurance.
Obviously we hoped we would never have to claim on any of our insurance, but in the end we were struggling financially and the lump sum payout from our Trauma insurance gave me the freedom to make decisions that we might not have been able to make otherwise.
Leanne remains extremely thankful that she and Tony made the decision to take out Trauma cover linked with her life insurance and within the regular reviews with her Aspire Wealth and Protection adviser the levels of cover were always kept up to date.
No one ever thinks they’re going to need it, but it is just nice to know that there is that security financially if something happens, it makes your life so much easier.
Leanne, Maitland NSW
Leticia, you have been amazing to deal with over the period when we had to make a claim and to date. We can't thank you enough for your friendliness and your proactive efficiency.
We hope your employer knows how very lucky they are to have you.
All the very best to you Leticia💐🌻💐🌻💐
All the very best to you Leticia💐🌻💐🌻💐
Christina and David Taylor




