About Us Aspiram
Our Story
Welcome to Aspiram Financial Planning! We are delighted to introduce you to Roger Sousa, the founder and driving force behind our firm, along with the exceptional team that makes Aspiram the trusted name it is today.
Here's How We Got Started
Roger’s journey in the world of finance began in his early teens when he worked as a newspaper boy, delivering the latest headlines to his community. This early exposure to the business world ignited his entrepreneurial spirit, leading him to set up a successful real estate business at the remarkable age of 18. Through these experiences, Roger gained valuable insights into the power of strategic planning and the importance of building strong relationships with clients.
Year 2000
Year 2014
In July 2014, Roger realized his long-standing dream of establishing his own office under the esteemed Bridges Financial Planning. With determination and vision, he opened his doors, accompanied by a talented team member who shared his commitment to delivering exceptional client service.
Year 2021
In 2021, Aspiram Financial Planning embarked on a new chapter by joining RI Advice, aligning with their esteemed network of financial professionals. This transition allowed Aspiram to further enhance our services and deliver even greater value to our clients. Aspiram Financial Planning emerged from this partnership as a testament to our commitment to empowering individuals and families to achieve their financial aspirations.
Year 2024
After building a successful career at Westpac and later at a mid-tier financial advice firm, Ferdy decided in 2024 to take the next step in his professional journey. His time at Westpac gave him a deep understanding of the banking system, structured advice processes, and the importance of delivering consistent outcomes for clients. Moving into a median-sized firm, he gained broader exposure to holistic financial planning, working closely with families, professionals, and business owners who wanted more tailored strategies.
By 2024, Ferdy felt the timing was right to channel those experiences into a role where he could have greater impact and independence. Joining his current firm as a Director allowed him to combine the discipline of institutional practice with the personal, client-first approach he values most. His motivation was simple: to spend more time building long-term relationships and to help clients make confident financial decisions without the limitations of a “one-size-fits-all” framework.
We Always Put Your Interests First
As the practice grew, Roger expanded his team to include Koreen Govender, initially as an administrative professional, and later as a progressing financial planner. This strategic addition brought a wealth of knowledge and expertise to the firm, enhancing our ability to provide comprehensive financial advice and support to our valued clients.
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 that your financial future.
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.
- Investments
- Finances & Economy
What You Can Expect From Us
Regular Communication
We need to communicate with our clients quickly and efficiently. We are more than happy to connect with you via phone or emails or in person at the office as required.
Post is still used, but not as much as the good old days. We will regularly email you newsletters and items such as legislation updates and changes in the local and global economy which may be relevant to you.
Online Communication
You will have access to your investment portfolio 24/7 through your individual Platform providers. We will arrange for you to have access online to your investments 24/7.
This will give you the ability to view your investments, access research information and print a wide range of reports whenever you choose.
Ongoing Reviews
As the saying goes ‘the one constant in life is change’. Over time there will be changes in your life, the economy, your investments, government regulations to name just a few.
We need to regularly connect with you to make the most of any changes as well as ensure you stay on track financially. The importance of an ongoing review service cannot be overstated.
The first Review meeting will be approximately six months after you become a client or held at least annually. Your Review can be conducted in our office or if this is not suitable a telephone or web based meeting can be arranged.
Great Administration
Looking after you requires more than your Financial Planner. We have a very friendly and highly competent administration team that looks after all the paperwork, the updating, the scheduling, the withdrawals, the investment transactions and much more.
When you call or email our office, your initial contact will generally be with our Admin Team. They will know if they can assist you directly or need to involve your planner straight away.
Remember, everybody is here to help you and it is always our pleasure.
We humbly acknowledge the Dharug people, the traditional owners and custodians of the land where we reside and carry out our endeavors. We deeply appreciate their enduring connection to Country and extend our utmost respect to the elders, both past and present, as well as those who are emerging. Through this recognition, we honor and pay our respects to all Aboriginal and Torres Strait Islander individuals
Aspiram Pty Ltd AR 1285962 is an Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.
General Advice Warning:
The information provided is general in nature. It has been prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. This website contains information for Australian Residents only.
The information (including taxation) in this website does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on the information provided without first obtaining professional advice specific to your circumstances.
Links to external websites: These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Aspiram Financial Planning or our licensee in anyway.
Note: Aspiram Financial Planning and our Licensee does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.