Financial Aspects

About

We are a family owned and run business devoted to helping you achieve your own financial freedom through providing individual and wholistic advice.

Story

Financial Aspects is a family business that was established in 1991. With around 30 years of combined experience, Financial Aspects has been providing financial planning advice and personalised service to its clients throughout the wider community.

At Financial Aspects we believe financial planning is essential no matter what you aim to achieve in life and no matter how much money you earn. Financial Aspects will build a personalised, formal financial plan with a long-term strategy that aims to create your wealth, maintain it, protect it and manage it throughout your life.

We believe that by working together with you:

* You will be provided with the knowledge to enable you to make educated decisions
* You will be free from financial concerns and the fear of missed opportunities
* You will feel confident about the direction you are heading in
* You will be given the strategies to help you achieve the lifestyle you desire
* You will be given support and guidance whenever you require it

Safronpalms Pty Ltd ATF The Whitehorse Trust (ABN 56 800 705 235), corporate authorised representative (CAR), number 428554, trading as Financial Aspects, is authorised to provide financial services on behalf of Charter Financial Planning Limited (Charter Financial Planning).

Daniel Rose CFP DipFP BSc BPO (ASIC number 247041), is an authorised representative of Charter Financial Planning.
Email address: [email protected]

Jodi Rose-Nealy CFP DipFP DipML BSc (ASIC number 290714), is an authorised representative of Charter Financial Planning.
Email address: [email protected]