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


    HOW CAN WE HELP YOU?

    Aspiring to excellence since 1983.

    Commencing as a small family business in November 1983, Chris and Sue Hale have over 30 years experience in the financial services industry.

    Together, the advice team offers a broad range of financial services including strategic Financial Planning, Mortgages, Novated Leasing & Finance. Aspire Wealth & Protection’s clients are serviced through their main offices in Nelson Bay.

    Our team has combined a depth of experience and youthful energy to create Nelson Bay and the Greater Port Stephens area’s most experienced Financial Planning office and a substantial presence for Aspire Wealth & Protection in the local Port Stephen’s community.


     Our advisers

    Christopher Hale

    Christopher Hale

    Director, Financial Adviser, JP, AFPA Dip FS (FP)

    Nelson Bay p: 02 4984 1988 e: chale@aspirewp.com.au

    Meet Christopher >

    David Joseph

    David Joseph

    Financial Adviser

    Nelson Bay
    p: 0427 036 888
    e: djfpsales@bigpond.com

    Meet David >

    Martine Shaw

    Martine Shaw

    Investment Analyst

    Nelson Bay
    p: 02 4984 1988
    e:martine@aspirewp.com.au

    Meet Martine >


    Our support team

    Sue Hale

    Sue Hale

    Accounts Manager

    Nelson Bay
    p: 02 4984 1988
    e: sue@aspirewp.com.au

    Meet Sue >

    Leanne Brecknell

    Leanne Brecknell

    Client Services Manager

    Nelson Bay
    p: 02 4984 1988
    e: leanne@aspirewp.com.au

    Meet Leanne >

    Estelle Lopez

    Estelle Lopez

    Client Services Officer

    Nelson Bay
    p: 02 4984 1988
    e: estelle@aspirewp.com.au

    Meet Estelle >

    Leticia Cocco

    Leticia Cocco

    Administration Support

    Nelson Bay
    p: 02 4984 1988
    e: leticia@aspirewp.com.au

    Meet Leticia >


    Let's talk about your financial planning 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 benefitted from his diligence and ongoing commitment, and happily recommend his services to other clients. Martin & Melinda