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.