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
Insurance: inside or outside super? Structuring your insurance tax-effectively
Do you and your family have adequate insurance cover?
Did you know there is a more tax-effective way to fund your insurance?
NEWS FLASH: Official interest rates unchanged
The Reserve Bank of Australia left the cash interest rates on hold at 1.75 per cent on Tuesday, although governor Glenn Stevens hinted at cuts ahead if inflation remains low.
With continuing signs of weakening local economic activity and growing concerns over the state of the international economy, the likelihood is increasing however of a cut in rates over coming months.
read moreBoost your spouse’s super to reduce your tax
If your spouse is on a low income, you may be able to make contributions into their super account and claim a tax offset. This contribution is a non-concessional contribution and will form part of the tax-free component of your spouse’s super account. You may receive an 18% tax offset when you contribute to your spouse’s super fund (see below for conditions).
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