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
Check out the latest financial news from our Insights Page
UK Pension Update
The recent changes to the HMRC UK pension transfer rules has excluded many from being able to transfer their fund to a qualified Australian Superannuation Fund. Find out which funds are eligible to be transferred from the UK.
read more5 Ways of saving for your Child’s education
Funding your child’s education is a hot topic today with the spiralling costs of schooling. The research is based on a child starting pre-school today and suggests that opting for the private school route from Prep – Year 12, will set you back a cool $367,569 per child. Even if you decide on a government school for primary years and private for secondary, you will still need to come up with $244,822.
read moreReserve Bank leaves official cash rate on hold in October
The Reserve Bank has decided to again leave official interest rates on hold over October at the record low 1.5 per cent set over August. The Bank will continue to take a wait and see approach and assess the impact on the economy of the recent cuts to determine if further cuts are required.
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