We understand financial matters are complex and can cause uncertainty.
Aspect Wealth Advisers provide personalised financial advice to help you understand and improve your financial situation. We aim to help our clients with their personal finances, supporting the dream of owning a house and having a comfortable retirement.
Our Clients
Our clients are couples, families, retirees, small businesses and young singles. Many UK expats have benefited from discussing their UK pension schemes with our advisers who have a wealth of knowledge in this system, and understand the challenges faced by those moving to Australia.Our Experience
With 55 years of experience in financial services, Aspect Wealth Advisers is a privately owned firm servicing clients in Brisbane, Sydney, Melbourne, Perth and Adelaide along with regional centres.Our Service
We understand the various stages of life that individuals and families go through as well as the important challenges and issues that arise. We believe in what we do and can provide you with clarity and stability to give you the confidence you need.Talk to us today!
It’s time to take control of your finances and build some serious wealth. We can guide you and give you the best advice to financially secure the future of you and your family. The first step is to simply get in contact with us and have a chat about your situation.What areas do we specialise in?
We have improved outcomes for many families and professionals in the following specialised areas:
- Superannuation (accumulation, transition to retirement and retirement phases)
- Self-Managed Super Fund (SMSF)
- UK Pension Transfers to an Australian Superannuation Fund with QROPS designation
- Life Insurance, Trauma and Critical Illness, and Income Protection
- Investment
- Taxation Planning
- Property
- Estate Planning
We give you the confidence to manage life’s financial challenges and plan a prosperous future for you and your family. Contact us to arrange an initial consultation.
Testimonials
Dealing with Aspect Wealth Advisers was an absolute pleasure. They assessed my situation and let me know all my options. Once I was satisfied with my decision, they guided me through step-by-step for the entire process. Highly recommended!
Susan
I was earning a pretty good wage but I wasn’t really getting anywhere. The guys from AWA advised me on how to invest my money wisely and now I have built real wealth. I cannot thank them enough!
Robert
Check out the latest financial news from our Insights Page
KEY ALERT: INTEREST RATES ON HOLD
The Reserve Bank of Australia announced at 2:30pm (AEST) this afternoon that the cash rate will remain at 2.50%. RBA Governor Glen Stevens cited 4 key reasons behind their decision of continuing to keep interest rates at the same level since the last cut in August 2013: Global growth below trend, however an expectation this will increase over the course of the year. Unemployment has continued to edge higher Resources sector investment spending set to decline significantly Inflation in the December quarter was higher than expected. Looking forward: The Bank expects growth to remain below trend for a time yet however strengthening and; Unemployment to rise further before it peaks Expected further stability in interest rates (i.e. a ‘hold’ bias) The RBA’s next meeting will be on Tuesday 4th March. For more information... read more“The thing about goals is that living without them may be fun, but only in the short term”.
What’s your financial goal for 2014? The above quote by author, entrepreneur, marketer, and public speaker Seth Godin may be true for some, however it seems to me that the people who get things done, who lead, who grow and who make an impact … have goals. It’s early 2014 and no doubt some New Year’s Resolutions have been made. Lose weight, improve fitness, quit smoking, save more money … they are all very common goals. Particularly the last one! To improve your financial position it is important to create a goal for the year. Creating a goal helps you identify what you want to achieve, measure your success and keep you motivated to stick to your strategy throughout the year. If you can see results, you are more likely to stick to it. According to global fund management firm Fidelity’s 2014 New Year Financial Resolutions Study, the top goals made for this year are: Save more money — 54% Pay off debt — 24% Spend less money – 19% Develop a long-term-goal plan — 13% Make/stick to a budget — 12% Pay down credit card debt – 8% Interestingly, only 12% had a financial resolution of making a budget. We have a not-so-secret concept for you: making and sticking to a budget can help you achieve the above resolutions. The 5 critical steps to setting up a financial budget plan are: 1) Identify your Specific Goals. Try not to leave it just at “save more money”. Dig down further and itemise each individual goal. Whether it is paying off the credit card, a holiday, new car or just paying... read moreWhat’s Happening With Your Interest Rate?
Where to next? Going Up or Down? To Fix or Not to Fix? Leading economists predict there may be an interest rate cut in February or March 2014. We think the next rate rise won’t be until at least this time next year. What does this mean for your home loan rate until then? Since the last two interest rate cuts in May and August this year (0.50% in total), most Banks haven’t passed these cuts on to borrowers. Fixed rates have only fallen up to 0.2% over this period. This tells us lenders don’t think there will be many more interest rate cuts over the coming year. What to think about: Is it time to refinance? Is it time to consider an investment property and fix your rate – giving you certainty on what your expenses will be? Let’s do the sums. Be sure to take a look at your current rate today! Shop around. Lean on your current lender for a better deal. Contact us for more information or for advice on your personal... read morePlease do not hesitate to contact us if you have any questions about your specific circumstances.
Call us now on: +61 7 3354 9000
Contact Us
Our Location
Level 1, Unit 5, 81 Bishop St Kelvin Grove QLD Australia 4059
Our Postal Address
PO Box 295, Red Hill QLD Australia 4059