Aspire Lifestyle Financial Planning

Aspire Lifestyle Financial Planning

Aspire Lifestyle Financial Planning
Address:
Online
Description:

Hi, I’m Jennifer.

I am a parent, a mum of 2 beautiful children, a small business owner and an Alternative financial planner/ adviser.  I am just like you, managing the kids, taking care of the family, juggling the responsibilities of the home along with a career, work commitments and deadlines.  We are all working hard to create a secure financial future for our family.

Have you ever thought about ‘What If?’.  Have you ever taken a pause and looked into how you got to where you are now, and more important, where you and your family want to get to financially in the next 5 years, 10 years, 15 years, 20 years. How are you going to protect what you’ve created for the future?

In fact, what it is you want to do between now and the day you go into a box! Life’s not a rehearsal, and precious time IS slipping away, my job therefore is to identify exactly what sort of life you want to live and in particular the type of lifestyle you want to enjoy. I really do believe in telling clients the REAL truth about money. I assume that’s what you’re looking for.

Here are some ways that I can help;

  • In your 20s

You: Join workforce & receive real salary. Moving out from home & enjoy freedom. Lifestyle spending & finding partner.

I can help by: Cash Flow & Budget Review, Savings Plan, Superannuation, Life/ TPD/ Trauma/ Income Protection Insurance, Debt Management

  • In your 30s

You: Marriage & having children. Career advancement & pay increment. Purchasing home or investing.

I can help by: Cash Flow & Budget Review, Savings Plan, Education Fund, Superannuation, Life/ TPD/ Trauma/ Income Protection Insurance, Debt Management, Investment.

  • In your 40s

You: Career & earning power at the peak. Children education. Family holiday & lifestyle.

I can help by: Cash Flow & Budget Review, Savings Plan, Education Fund, Superannuation, Life/ TPD/ Trauma/ Income Protection Insurance, Debt Management, Investment.

  • In your 50s

You: Children off hands. Paying off debt & mortgage. Healthy superannuation balance.

I can help by: Superannuation, Life/ TPD/ Trauma/ Income Protection Insurance, Debt Management, Investment.

  • In your 60s

You: Reducing working hours. Traveling & leisure. Helping adult children.

I can help by:  Superannuation, Investment, Transition to Retirement.

  • In your 70s

You: Pursuing new passions. Travelling and leisure. Downsizing or move into aged care.

I can help by: Pension, Annuity.

 

If you have any questions or want to explore ways how I can help, feel free to contact me, tell me your story and we have a chat.

Contact Information
Phone: 0403791202
Website:

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