• 'It’s not the years in your life that count. It’s the life in your years' – Abraham Lincoln
  • 'Education is not preparation for life; education is life itself' – John Dewey
  • 'If you don’t design your own life plan, chances are you fall into someone else’s plan. And guess what they have planned for you?
    Not much.'- Jim Rohn
  • 'Your present circumstances don’t determine where you go, they merely determine where you start' - Nido Quebein
  • 'I can’t change the direction of the wind but, I can adjust my sails to always reach my destination' – Jimmy Dean
  • 'What great thing would you attempt if you knew you could not fail' – Robert H Schuller
  • ‘Don’t simply retire for something, have something to retire to’ – Harry Emerson Fosdick

Life Planning

  • Life planning/coaching i.e. personality awareness; setting and prioritising of goals; identifying and dealing with life transitions
  • Discovering your meaning of money
  • Planning for short, medium and long-term goals
  • Managing risk i.e. death; disability; severe illness; medical aid; short term insurance
  • Identifying the correct investment strategies aligned with lifestyle goals
  • Estate and tax planning
  • Documented Financial Plan and Strategic Lifetime Model
  • On-going reviews
  • Regular reporting and communication
  • Invitations to special client events, monthly financial planning club meetings
  • Quarterly newsletter
  • Access to the financial planner and staff when required
  • Telephonic support

Lifestyle Financial Planning

  • Planning for short, medium and long-term goals
  • Managing risk i.e. death; disability; severe illness; medical aid; short term insurance
  • Identifying the correct investment strategies aligned with lifestyle goals
  • Estate and tax planning
  • Documented Financial Plan and Strategic Lifetime Model
  • On-going reviews
  • Regular reporting and communication
  • Invitations to special client events, monthly financial planning club meetings
  • Quarterly newsletter
  • Access to the financial planner and staff when required
  • Telephonic support

Other Services

  • Medical Aid
  • Employee benefits (group life, provident/pension fund)
  • Business Assurance (Buy-and-sell, keyman insurance etc.)
  • Setting up trusts and trust administration (outsourced)
  • Drafting of wills
  • Short-term – personal and commercial
  • Personal & Company Tax (outsourced)
  • Registering of CC's, PTY, Vat Numbers and Tax Numbers (outsourced)
  • Bookkeeping, Salary Structures, Budgeting and Forecasting (outsourced)
  • Setting up legal documents e.g. Buy & Sell Contracts, Loan Agreements etc.

Our Fees

Aspire Wealth Management is a fee based practice and fees are charged in accordance to the service level a client requires. A guideline to our fee structure is contained in our Disclosure Document. Fees for outsourced services are charged for by the associate taking on the work.