Our Advice Process
What to expect
In our 35 years of helping people manage their money, we think we’ve learnt a few valuable lessons.
We strive to make your experience with Aspire as enjoyable as possible. We take the worry out of financial planning and keep things as simple and straightforward as possible.
That way you can focus on living life and working towards your dreams.
We like to keep our financial planning process simple too, so you know exactly what to expect and when.
One of our experienced Financial Planners will work closely with you to understand your goals and then develop a plan that is tailored for your needs.
We follow a 7 step process to deliver clear and simple solutions to your financial situation. This follows the 7 steps recommended by the Financial Planning Association of Australia (FPA) and are adopted by all AMP financial planners. These are:
Step 1
An initial consultation that allows us to find out about each other.
Step 2
We will collect all the information we need from you (sometimes called ‘fact finding’).
Step 3
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’.
Step 4
We will consider the 7 building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).
Step 5
We will discuss the recommendations with you and make sure you are comfortable and agree with them.
Step 6
We will implement the agreed recommendations.
Step 7
We will periodically help you review your objectives, financial situation and needs.
This client has agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you."You hear of so many people getting cancer not ever thinking it could happen to me. I would like to thank you for talking me into taking out extra care insurance and for your professional service and friendly approach over the past years. I have no hesitation in recommending this sort of insurance to anyone as you do not know what is around the corner."
"The manner in which Aspire executed and finalised my insurance claim was nothing short of first class. I have no hesitation in recommending Vic Zecevic and AMP to any executive or company seeking the types of insurance and protection that are needed to satisfactorily resolve crisis situations of this type."