Aspiri Financial Services

Our Process

We know you’re busy, so we keep our processes simple. We’ll get to know you, your present financial situation, and what your lifelong dreams are, so we can give you with financial advice that reflects your values and intentions. Once you contact us, by phone, email or via our website, your journey to financial freedom begins.

Prico Connect

We connect

We'll schedule a free 15-minute discovery call at a time convenient to you, where we can get a brief understanding you're your financial situation and your financial goals.

We initially focus on determining your long-term and short-term goals and objectives. This includes discussing what you want to achieve, the timeframe you have in mind, and where you see yourself in the future compared to where you are now. If you decide to proceed, we'll send you a detailed questionnaire that goes more into depth about your assets, liabilities, and your objectives.
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We have a strategy meeting with you

We'll then arrange a detailed strategy meeting, delving deeper into what you're trying to achieve and highlight any issues or concerns we have. We'll conduct our own due diligence and research the best financial advice that is right for you.

We also discuss your risk acceptance during unpredictable times within the market, to ensure you remain comfortable with your plan at all times and will then work closely with you to tailor a financial plan to achieve the lifestyle you truly desire.
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You receive a Statement of Advice

We'll present you with a Statement of Advice (SOA), which includes a detailed analysis of your current financial position and specific recommendations for how to achieve your financial goals.
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We implement your financial plan

Once you have agreed on your statement of advice and the recommended strategies, we will then go ahead and implement those recommendations you have agreed to.
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You get ongoing communication from us

We have an open-door policy, so you can contact us as often as you like without worrying about being charged a fee for each interaction. If there are any modifications to your investments, you will be kept informed via timely communication, and you can watch your funds at any time.
Book a free initial consultation with our professionals

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