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Aspiram Financial Planning

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Aspiram Financial Planning

TRANSPARENCY IS TRUSTED ADVICE
Our Aspiram financial advisers are ready to offer tailored advice to suit your financial situation and needs.

Start your journey towards financial freedom today with Aspiram Financial Planning in Norwest & Blacktown Sydney. Aspiram Pty Ltd ABN 88 106 911 440 T/A Aspiram Financial Planning is a Corporate Authorised Representatives of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.

19/07/2026

Successful investing starts with a disciplined strategy,not short-term market movements.

A well-structured investment portfolio should reflect your financial goals, investment timeframe, and tolerance for risk. Whether you're seeking long-term capital growth, portfolio diversification, or a balanced investment approach, professional advice can help you make informed decisions.

At Aspiram Financial Planning, we provide personalised investment strategies, including:
• Growth Investing
• Active Management
• Passive Investment
• Strategic Asset Allocation

Our advisers take the time to understand your objectives and develop an investment strategy designed to support your long-term financial wellbeing.

Book your FREE consultation:
https://tinyurl.com/2erjkpw2

📞 (02) 9621 6111
📧 [email protected]
🌐 www.aspiram.com.au
📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153

16/07/2026

Small financial habits today can have a big impact on your future.

Many people unknowingly make financial decisions that can delay their long-term goals, from putting off retirement planning to not building an emergency fund or investing consistently.

Take a moment to reflect on your current financial habits. Are you setting yourself up for the future you want?

At Aspiram Financial Planning, we're here to help you build a clear financial strategy tailored to your goals, whether you're planning for retirement, growing your wealth, protecting your assets, or reviewing your superannuation.

✅ Book your FREE consultation today:
https://tinyurl.com/2erjkpw2

📞 (02) 9621 6111
📧 [email protected]
🌐 www.aspiram.com.au
📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153

⚠️ 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘪𝘴 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘪𝘯 𝘯𝘢𝘵𝘶𝘳𝘦 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘵𝘢𝘬𝘦 𝘪𝘯𝘵𝘰 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘺𝘰𝘶𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘯𝘦𝘦𝘥𝘴. 𝘉𝘦𝘧𝘰𝘳𝘦 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘥𝘦𝘤𝘪𝘴𝘪𝘰𝘯𝘴, 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘵𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘪𝘴 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘴𝘦𝘦𝘬 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.

15/07/2026

Building wealth isn't just about growing your money, it's about creating 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬, protecting what you've worked hard for, and planning for the future you want.

Whether you're building your investment portfolio, preparing for retirement, or looking to make smarter financial decisions, a personalised wealth plan can help you stay on track.

Our Wealth Planning service helps you:
✔ Develop personalised financial strategies
✔ Grow your wealth over the long term
✔ Make informed financial decisions
✔ Receive ongoing guidance as your goals evolve

No two financial journeys are the same. That's why we take the time to understand your circumstances, goals, and aspirations before creating a strategy tailored specifically to you.

Take the next step towards achieving your financial goals with confidence.
🌐 https://tinyurl.com/2erjkpw2

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐 www.aspiram.com.au

13/07/2026

Financial planning is about creating opportunities, reducing uncertainty, and helping people achieve the future they've worked hard for.

Meet Ferdy Utan, Director & Financial Adviser at Aspiram Financial Planning.

Ferdy is passionate about helping clients build confidence in their financial future through personalised advice and tailored strategies. He finds great fulfilment in knowing that his work has a positive impact on people's lives—helping individuals and families reduce financial stress, achieve their goals, and make informed decisions for the years ahead.

Whether you're planning for retirement, growing your wealth, reviewing your superannuation, or protecting your family's financial future, Ferdy is committed to providing trusted advice that's centred around your unique needs and aspirations.

Outside the office, Ferdy enjoys spending quality time with his family, staying active, and following the English Premier League—bringing the same energy, discipline, and commitment to both his personal life and the clients he serves.

Ready to take control of your financial future? Scan the QR code or book a consultation with Ferdy today.

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐 www.aspiram.com.au

📅 Book your consultation: https://tinyurl.com/2erjkpw2

13/07/2026

Client Testimonial ⭐⭐⭐⭐⭐

Knowing that our clients feel supported, informed, and confident throughout their financial journey is what drives us every day.

"Exceptional financial planning, was very knowledgeable and answered all my questions thoroughly. Demonstrated a great deal of integrity and thoroughness which was exceptionally pleasing."
— Alexander M.

No matter where you are in life, having the right financial advice can make all the difference. At Aspiram Financial Planning, we take the time to understand your goals and provide personalised strategies designed to help you build and protect your financial future.

Our services include:
✔ Retirement Planning ✔ Wealth Planning ✔ Superannuation ✔ Self-Managed Super Funds (SMSFs) ✔ Investments ✔ Wealth Protection ✔ Estate Planning ✔ Aged Care Advice

If you're looking for trusted financial advice tailored to your needs, we'd love to help.

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🌐 www.aspiram.com.au

09/07/2026

✨ Meet Your Financial Adviser – Koreen Govender ✨

Every financial journey is unique, and having the right adviser can make all the difference.

Meet Koreen Govender, Director & Financial Adviser at Aspiram Financial Planning.

Koreen is passionate about helping individuals and families turn their financial goals into achievable plans. She enjoys working closely with clients to develop personalised strategies that align with their lifestyle, values, and future aspirations. Combining technical expertise with empathy and strong communication, Koreen believes that understanding people is just as important as understanding finances.

When she's not supporting clients, you'll find Koreen enjoying quality time at the beach with her loved ones, practicing yoga, or expressing her creativity through painting.

Whether you need advice on:
✔ Retirement Planning
✔ Wealth Planning
✔ Superannuation
✔ SMSF
✔ Investments
✔ Wealth Protection
✔ Aged Care
✔ Estate Planning

Koreen is here to help you plan with confidence.

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐 www.aspiram.com.au

📅 Book your consultation today:
https://tinyurl.com/2erjkpw2

06/07/2026

💙 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗺𝗼𝗿𝗲 𝗼𝗳 𝘆𝗼𝘂𝗿 𝘄𝗲𝗮𝗹𝘁𝗵 𝗰𝗼𝘂𝗹𝗱 𝗴𝗼 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗹𝗼𝘃𝗲𝗱 𝗼𝗻𝗲𝘀, 𝗻𝗼𝘁 𝘂𝗻𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆 𝘁𝗮𝘅?
Many Australians don't realise that superannuation may not automatically form part of their estate and, depending on who receives it, beneficiaries could face significant tax.

In this real client case study, strategic estate planning helped create a more tax-effective legacy by:
✔ Improving estate planning outcomes
✔ Increasing the wealth passed on to loved ones
✔ Reducing the potential superannuation death tax for beneficiaries

Estate planning is about more than having a Will. With the right strategy, you can help protect your legacy and maximise the benefits your family receives.

Every situation is unique, but proactive planning today can make a meaningful difference for the people who matter most tomorrow.

📖 Read the full success story here: https://aspiram.com.au/success-stories/reduce-super-death-tax-estate-planning-case-study/

📞 Contact Aspiram Financial Planning to learn how a personalised estate planning strategy could help protect your family's financial future.

📞 Book Your FREE Retirement Consultation today with Aspiram Financial Planning
🌐 https://tinyurl.com/2erjkpw2
🌐 www.aspiram.com.au

⚠️ 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘤𝘢𝘴𝘦 𝘴𝘵𝘶𝘥𝘺 𝘪𝘴 𝘣𝘢𝘴𝘦𝘥 𝘰𝘯 𝘵𝘩𝘦 𝘳𝘦𝘢𝘭 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦 𝘰𝘧 𝘢 𝘤𝘭𝘪𝘦𝘯𝘵 𝘢𝘯𝘥 𝘪𝘴 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘧𝘰𝘳 𝘪𝘭𝘭𝘶𝘴𝘵𝘳𝘢𝘵𝘪𝘷𝘦 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘷𝘢𝘳𝘺, 𝘢𝘯𝘥 𝘴𝘪𝘮𝘪𝘭𝘢𝘳 𝘰𝘶𝘵𝘤𝘰𝘮𝘦𝘴 𝘮𝘢𝘺 𝘯𝘰𝘵 𝘣𝘦 𝘢𝘤𝘩𝘪𝘦𝘷𝘦𝘥 𝘣𝘺 𝘰𝘵𝘩𝘦𝘳𝘴. 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘤𝘰𝘯𝘵𝘢𝘪𝘯𝘦𝘥 𝘪𝘯 𝘵𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘨𝘦𝘯𝘦𝘳𝘢𝘭 𝘪𝘯 𝘯𝘢𝘵𝘶𝘳𝘦 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘵𝘢𝘬𝘦 𝘪𝘯𝘵𝘰 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘺𝘰𝘶𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘪𝘵𝘶𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘯𝘦𝘦𝘥𝘴. 𝘉𝘦𝘧𝘰𝘳𝘦 𝘢𝘤𝘵𝘪𝘯𝘨 𝘰𝘯 𝘢𝘯𝘺 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯, 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳 𝘸𝘩𝘦𝘵𝘩𝘦𝘳 𝘪𝘵 𝘪𝘴 𝘢𝘱𝘱𝘳𝘰𝘱𝘳𝘪𝘢𝘵𝘦 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘪𝘳𝘤𝘶𝘮𝘴𝘵𝘢𝘯𝘤𝘦𝘴 𝘢𝘯𝘥 𝘴𝘦𝘦𝘬 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦.

05/07/2026

✨ Meet Your Financial Adviser – Roger Sousa ✨
At Aspiram Financial Planning, we believe great financial advice starts with trust.

Roger Sousa, our Founder, Director & Financial Adviser, is passionate about helping individuals and families make confident financial decisions. For Roger, financial planning isn't just about investments or retirement—it's about understanding people's goals and creating personalised strategies that help them achieve financial peace of mind.

When he's not helping clients, Roger enjoys spending time with his family, visiting the farm, watching Formula 1 and European football, enjoying Portuguese-style barbecue, and relaxing with his dog, Millie.

Whether you're looking for advice on:
✔ Retirement Planning
✔ Wealth Planning
✔ Superannuation
✔ SMSF
✔ Investments
✔ Wealth Protection
✔ Aged Care
✔ Estate Planning

Roger is here to help.

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐 www.aspiram.com.au

📅 Book your consultation today:
https://tinyurl.com/2erjkpw2

02/07/2026

The retirement you dream about starts with the decisions you make today.

Whether you want to travel, spend more time with family, or simply enjoy greater peace of mind, having the right retirement plan can make all the difference.

Our Retirement Planning service helps you:
✔ Build long-term financial security
✔ Maximise your retirement income
✔ Plan for the lifestyle you want
✔ Retire with confidence

Every financial journey is different, which is why we take the time to understand your goals and create a personalised strategy that's right for you.

Start planning today and give your future self something to look forward to.
🌐 https://tinyurl.com/2erjkpw2

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐 www.aspiram.com.au

01/07/2026

✨ 𝗔 𝗻𝗲𝘄 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘆𝗲𝗮𝗿 𝗯𝗿𝗶𝗻𝗴𝘀 𝗻𝗲𝘄 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀.

July 1 is more than just the start of another financial year—it's the perfect time to pause, reflect, and ask yourself whether your financial plan still supports the life you're working towards.

Whether your goal is to build wealth, prepare for retirement, grow your business, or simply feel more confident about your finances, small decisions made consistently can have a lasting impact.

Here are a few questions worth asking:
✔ Are my financial goals still aligned with my priorities?
✔ Is my financial strategy still working for me?
✔ Have there been any major changes in my personal or business circumstances?
✔ Am I on track to achieve my long-term goals?

A financial plan isn't about predicting the future—it's about being prepared for it.

If this financial year is your opportunity to take the next step, now is a great time to start the conversation.

📍 Suite 6.13, Level 6, 7 Maitland Place, Norwest NSW 2153
📞 (02) 9621 6111
🕘 Monday to Friday | 9:00 AM – 5:00 PM
🌐www.aspiram.com.au

Address

Suite 613 Level 6, 7 Maitland Place, Norwest
Sydney, NSW
2153

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+61296216111

Website

https://aspiram.com.au/

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