Financial Aspirations Lifestyle Planning
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
Financial Aspirations work exclusively for retirees, executives and owners and managers of small and medium sized businesses. That’s what we’ve done for over 20 years and like many of our clients we’re family owned.
Our process focuses on your values. In an ideal world your money should support what matters to you and provide you with lifestyle options. So that’s where we start.
If your current financial situation isn’t ideal, don’t worry, that’s what we’re here for. We get things organised, take away the hassle and keep you up to date.
We don’t believe we have the right to tell anyone what to do with their own money. You make all the decisions, but with information, data, research and education provided by us. It keeps you in control, without taking up all of your precious time.
We’re experts in pre and post retirement planning, pensions, sensible investing, and tax, trust and estate planning.
We work exclusively for retirees, executives and owners and managers of small and medium sized businesses.
You make all the decisions, but with information, data, research and education provided by us. It keeps you in control, without taking up all of your precious time.
We’re experts in pre and post retirement planning, pensions, sensible investing, and tax, trust and estate planning.
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Face to face
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