Aspect Wealth Advisers

Helping you achieve your financial goals through quality advice and experienced management. ↓  Scroll down for more information  ↓

Financial and Insurance Guidance

Successfully managing your finances can be overwhelming, let our friendly and experienced staff guide you to financial freedom. Having the correct type of insurance is essential to protect what’s really important to you.
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We are Superannuation Specialists

For most of us next to our family home, our superannuation fund will be our largest asset when we retire. Allow us to help you get the most out of it.
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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.
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What areas do we specialise in?

We have improved outcomes for many families and professionals in the following specialised areas:

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

Ashgrove, QLD

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

Paddington, NSW

Check out the latest financial news from our Insights Page

NEWS FLASH: Official interest rates unchanged

Jul 5, 2016 | ,

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.

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Boost your spouse’s super to reduce your tax

Jun 29, 2016 |

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).

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This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorized representatives do not accept liability for any errors or omissions of information supplied on this website.