Individual financial wellbeing is about more than just having money.
For high-net worth individuals (HNWIs), making sure you have a financial plan in place to help you grow and protect your wealth is an important factor in achieving financial security. The stress of career and family, plus living in the present and providing for tomorrow, is a really important juggling act. We aim to help take the financial stress away where possible to give you clarity and peace of mind.
At Aspiri, our financial advisors help high net worth individuals with wealth management to develop effective financial management strategies.
We specialise in providing financial advice for HNWIs, allowing our clients to focus on their lives rather than worrying about how they are going to achieve financial security. We provide expert financial advice based on sound judgement and over 25 years of experience as financial advisors for high net worth individuals.
Investments can be a lucrative financial tool if managed correctly. Financial advisors for HNWIs are able to offer guidance on investment opportunities that will work for you. Investment options you could consider include.
A financial advisor should be able to provide you with financial advice in the form of an individualised financial plan, and not just suggest financial products and services without taking into account your personal circumstances.
Unexpected circumstances, such as accidents or disasters, can potentially threaten your ability to earn an income and generate unexpected costs. While insurance can help mitigate some of these risks, it is important that you understand what type of protection is provided by the policy and whether this is sufficient for your needs. We’ll help you determine what insurances you need, how much you should be covered for will provide complete insurance management for you.
We’ll create an effective estate strategy to ensure your wishes for your assets are implemented if something unexpected happens to you.
“We have been with Aspiri for many years and found that the advice provided has been very professional and in a courteous manner, with sound investment advice around our portfolio.”
C & L Clapper
“Since our first meeting with Aspiri more than 10 years ago, our confidence in the Aspiri team has never wavered. The expertise and the personalised advice and interaction they provide us, we feel very sure. Their advice has allowed us the luxury to pursue and now enjoy a lifestyle of our choosing. Thank you Aspiri team, you are all much appreciated.”
I & G Vayro
“I’ve been with Aspiri for 10 years after having my own self -managed Super Fund since 1988 . Since I retired 5 years ago I have drawn an annual income of over $100k and the balance of my account is what it was on retirement. They must be doing something right.”
“The Aspiri team have been looking after my financial security for eleven years. They have been extremely supportive, helping me plan my future. As a self-funded retiree, their advice gives me the reassurance that I can go onto my latter years secure in the knowledge that my finances will allow me an ongoing comfortable retirement. “
“The team at Aspiri have been informative on a regular basis and in an accessible way that allows us as busy professionals with little knowledge of the financial world to feel empowered and confident that our wealth is being well cared for.”
J & J Conn
“In the time I have been with Aspiri, I have found them to be very good at what they do – they are very efficient and reliable, able to explain financial matters in a clear and simple way as well as having empathy and understanding for my individual circumstance.”
“I have been a client of the Aspiri team for over 10 years. I can thoroughly recommend the team at Aspiri for providing financial advice for me and my family and for always providing outstanding service with passion and enthusiasm!”
“Several years ago we chose Aspiri, to manage our investments. The team are extremely personable, informed and easily contactable. They adjust portfolios in a timely way, based upon shifts in global markets and the client’s goals. We recommend the client-focused Aspiri team, with confidence.”
J & E Clancy
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