(02) 4984 1988 advice@aspirewp.com.au

Trusted investment specialists.

Expert guidance from investment specialists can give you the confidence to make smart, well-informed decisions. Researching world markets daily, we understand the many factors affecting your portfolio. Through investment committees and well-researched choices, we also stay at the forefront of investment trends to offer quality advice for the best possible outcomes.

To optimise your results and ensure ongoing relevance we formally review your investments quarterly, bi-annually or annually according to your needs and preferred service package.

Comprehensive investment options.

The best investment portfolios balance profitable returns with your appetite for risk, giving you a measure of security as well as financial reward. We help you choose from a wide range of investment options to achieve your desired results.

  • direct shares
  • property investments
  • term deposits
  • managed funds
  • Exchange Traded Funds (ETFs)
  • Self Managed Accounts (SMAs)
  • Self Managed Super Funds (SMSFs)
  • international assets
  • cash flow strategies
  • negative/positive gearing
  • legislative and tax implications

Your technology advantage.

We use cutting-edge investment software, making it easy to review and fine-tune your investment portfolio. You can enjoy exceptional visibility of the performance of your investments, right down to individual funds and tracking over time. Reporting insights and comparisons give you confidence to make changes to improve your investment results.

Let's talk about your investment needs

Call us on (02) 4984 1988 or email advice@aspirewp.com.au to arrange your first consultation.
Contact us
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 & Melinda