Financial Planning &
Advice Australians Trust

Have you thought about your retirement strategy?

Services

We Offer a Full Scale of Services to Meet your Needs

Wealth Planning
Wealth Protection
Aged Care
SMSF
Retirement planning
Superannuation
Investments
Estate Planning

Built on Trust, Driven by Results

Experienced & Qualified Advisors

Our team brings decades of combined expertise backed by advanced financial planning qualifications and industry recognition. You can trust.

Tailored, Client-Focused Advice

We reject one-size-fits-all approaches, instead, every strategy is crafted around your personal goals, circumstances, and vision for the future.

Transparent & Ethical Approach

Clarity and honesty are at the heart of everything we do. We explain every step of the process, so you know exactly what you’re paying for and why.

Comprehensive Wealth Solutions

From retirement planning and superannuation to investments, estate planning, and wealth protection—we provide complete financial services under one roof.

Contact Us

We’re here to guide your financial journey—reach out today.
Speak with our team today
Our team

Choosing The Right Financial Planning Team

Roger Sousa
Founder/Director and Financial Planner
Ferdy Utan
Director and Financial Planner
Koreen Govender
Director and Financial Planner
Katelyn Claveria
Client Service Officer
Yasmin Zelko
Client Service Officer
Testimonials

Trusted Experiences, Shared by Clients

Our clients share their experiences of working with us, highlighting reliable advice, personalized strategies, and exceptional support. Their trust reflects our commitment to guiding every financial decision with confidence.

Financial Planing FAQ’s

Common questions on financial planning and investing

Aspiram offers tailored financial planning, including retirement, superannuation, investments, wealth protection, and estate planning. Local and transparent, we support Australians at every stage—initial consultation is free.

What services does Aspiram provide?

We offer comprehensive financial planning, including retirement planning, superannuation advice, investments, wealth protection, and estate planning. Each strategy is tailored to your goals.

With over 70 years of combined experience, a transparent fee structure, and a local Australian team, we focus on long-term relationships, not sales pitches.

No. We work with clients at every stage of life, from those just starting their retirement savings journey to those with complex financial portfolios.

We offer a free Retirement Readiness Survey to help you assess your current position and identify opportunities to improve your retirement strategy.

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Trusted by Leading Industry Bodies