Retirement Readiness Survey
Personalized Insights
Get a clear understanding of where you stand in your retirement planning journey.
Take The Survey
Step 1. Introduction Consultation
The first step in our process is an introductory consultation. During this meeting, we aim to establish whether there is an alignment of values between us and if we can build a trusting relationship. This is crucial for ensuring that we can work together effectively to meet your financial goals.
Step 2.
Gather Data and Set Your Financial Goals
In this phase, we gather detailed information about your current financial situation. This includes your assets, liabilities, income, and expenses. We discuss your financial goals, aspirations, and vision for your future.
Step 3.
Research and Development
Our team conducts a thorough assessment of your current financial situation. We analyse your assets and liabilities, income and expenses, and check if your risk factors are adequately covered.
Step 4.
Statement of Advice Presentation
This personalized plan is your blueprint to realizing your financial goals. It outlines the steps and strategies needed to achieve your aspirations and provides a clear path forward.
Step 5.
Implementation
With your consent, we will implement the financial plan. This collaborative approach ensures that the plan aligns with your goals and is executed in a manner that you are comfortable with.
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.
