Your Journey to Financial Success

How We Protect, Grow & Educate Our Clients

Personalized Financial Strategies

Custom financial plans tailored to your unique needs and goals.

Comprehensive Implementation

Detailed assessment and execution of your financial plan with your consent.

Ongoing Adaptation

Regular reviews and updates to ensure your financial plan stays aligned with your evolving circumstances.

Meet Your Team

Roger Sousa

Director and Financial Planner

Koreen Govender

Financial Planner

Averylle Rocio Zelko

Assistant and Client Service Manager

Gaylene Johnson

Client Service Officer

Johnny Do

Client Service Officer

How Our Process Works

Step 1. Introduction Consultation

The first step in our process is an introductory consultation. During this meeting, we aim to establish whether there is an alignment of values between us and if we can build a trusting relationship. This is crucial for ensuring that we can work together effectively to meet your financial goals.

Step 2.
Gather Data and Set Your Financial Goals

In this phase, we gather detailed information about your current financial situation. This includes your assets, liabilities, income, and expenses. We discuss your financial goals, aspirations, and vision for your future.

Step 3.
Research and Development

Our team conducts a thorough assessment of your current financial situation. We analyse your assets and liabilities, income and expenses, and check if your risk factors are adequately covered.

Step 4.
Statement of Advice Presentation

This personalized plan is your blueprint to realizing your financial goals. It outlines the steps and strategies needed to achieve your aspirations and provides a clear path forward.

Step 5.
Implementation

With your consent, we will implement the financial plan. This collaborative approach ensures that the plan aligns with your goals and is executed in a manner that you are comfortable with.

Ready to take the next step in securing your financial future?

Contact us today to schedule your introductory consultation and begin your journey with Aspiram Financial Planning.