Timothy Henry
About Me
Tim has been a Financial Adviser since 2009 and created his business, Aspire Planning in 2015.
Tim's philosophies are imbedded in a 'life first' approach to financial advice. He strongly believes that "our dreams and aspirations, if achieved, give us great happiness. Our financial plans need to support this objective."
Aspire Planning was established to flip financial advice from the old mantra of robotic financial strategies to one that puts your Life Vision where it should be, at the core. Aspire Planning assists you in establishing your Life Vision and developing Financial Plans that align to it. Most of all it will empower you to Make it Happen!
Our Core Values: - We want Better, not just Bigger. - Be the best you can possibly be! - Life Vision motivates financial strategies. - YOU are the driver, WE are the navigator. - Be personal and accessible to our clients. - You retain control of your financial decisions. - Always provide high quality & appropriate advice in your best interests.
Tim is the host of The Grass is Greener podcast. Each week the podcast aims to dissect your everyday challenges, get you clear on your goals and give you steps to make it happen!
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 16 Years
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Licensed By Count Financial Limited