Who Is Aspiram?
Who are we?
Why do we do what we do?
What Motivates Us?
Our Story
Welcome to Aspiram Financial Planning! We are delighted to introduce you to Roger Sousa, the founder and driving force behind our firm, along with the exceptional team that makes Aspiram the trusted name it is today.
Roger’s journey in the world of finance began in his early teens when he worked as a newspaper boy, delivering the latest headlines to his community. This early exposure to the business world ignited his entrepreneurial spirit, leading him to set up a successful real estate business at the remarkable age of 18. Through these experiences, Roger gained valuable insights into the power of strategic planning and the importance of building strong relationships with clients.
Year 2000
In 2000, Roger Sousa took a significant step towards a career focused on helping individuals achieve financial success when he became an Authorized Representative. This milestone marked his dedication to upholding the highest ethical and professional standards in the financial planning industry.
In July 2014, Roger realized his long-standing dream of establishing his own office under the esteemed Bridges Financial Planning. With determination and vision, he opened his doors, accompanied by a talented team member who shared his commitment to delivering exceptional client service.
As the practice grew, Roger expanded his team to include Koreen Govender, initially as an administrative professional, and later as a progressing financial planner. This strategic addition brought a wealth of knowledge and expertise to the firm, enhancing our ability to provide comprehensive financial advice and support to our valued clients.
Year 2021
In 2021, Aspiram Financial Planning embarked on a new chapter by joining RI Advice, aligning with their esteemed network of financial professionals. This transition allowed Aspiram to further enhance our services and deliver even greater value to our clients. Aspiram Financial Planning emerged from this partnership as a testament to our commitment to empowering individuals and families to achieve their financial aspirations.
Core Values
At Aspiram, we pride ourselves on our core values. Transparency is at the heart of our philosophy. We believe that trusted advice is built on clear communication and honesty. We treat our clients as family, forging long-term relationships based on trust, respect, and understanding. With a strong emphasis on excellent customer service, we strive to exceed expectations at every interaction.
Customer Experience
We invite you to experience the Aspiram difference. Explore our website to learn more about our services, meet our team, and discover how our transparency, trusted advice, and commitment to excellent customer service can help you achieve your financial goals.
What You Can Expect From Us
Regular Communication
We need to communicate with our clients quickly and efficiently. We are more than happy to connect with you via phone or emails or in person at the office as required.
Post is still used, but not as much as the good old days. We will regularly email you newsletters and items such as legislation updates and changes in the local and global economy which may be relevant to you.
Online Communication
You will have access to your investment portfolio 24/7 through your individual Platform providers. We will arrange for you to have access online to your investments 24/7.
This will give you the ability to view your investments, access research information and print a wide range of reports whenever you choose.
Ongoing Reviews
As the saying goes ‘the one constant in life is change’. Over time there will be changes in your life, the economy, your investments, government regulations to name just a few.
We need to regularly connect with you to make the most of any changes as well as ensure you stay on track financially. The importance of an ongoing review service cannot be overstated.
The first Review meeting will be approximately six months after you become a client or held at least annually. Your Review can be conducted in our office or if this is not suitable a telephone or web based meeting can be arranged.
Great Administration
Looking after you requires more than your Financial Planner. We have a very friendly and highly competent administration team that looks after all the paperwork, the updating, the scheduling, the withdrawals, the investment transactions and much more.
When you call or email our office, your initial contact will generally be with our Admin Team. They will know if they can assist you directly or need to involve your planner straight away.
Remember, everybody is here to help you and it is always our pleasure.
Why Work With Us?
Value
We deliver financial strategies by our highly qualified team whose mission is to understand what is important to you.
Tailored Insurance Solutions
Our advice and ongoing fee structure is clear, transparent and easy to understand.
Goal Driven
Our goal is to ensure our services are valuable and valued by you. If you feel they are not, we will take all measures to rectify and adjust accordingly.
Personalisation
Our fee relates directly to the services you need, complexity of your circumstances and how you wish to engage with us.
