Christopher Hale

Aspire Wealth & Protection Pty Ltd

Gold

41 Yrs Experience

Nelson Bay, NSW 2315

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Chris is the Founder and Chairman of Aspire Wealth & Protection. Chris joined the financial services industry with Legal & General in November 1983 and has been advising client's for over 30 years.

Chris is an Associate of the Financial Planning Association and holds the Diploma in Financial Services.

Known for presenting solutions, not problems, Chris focuses on ensuring his clients understand their options. Providing expertise and ongoing support, he guides his clients through complex financial matters and implements strategies to ensure they gain control, security and are in a better position to achieve their life goals and achieve a Brighter Future.

Areas of advice include Superannuation and Investment Advice, personal Life Risk insurance including Life, Trauma and income Protection Insurance.

Please contact the office on 02 49841988 to arrange an initial obligation free meeting.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Borrowing
Growing Assets
Wills & Estates
Budgeting

We will charge a fee for service when dealing with you. The fee for service is determined by any of the following arrangements. 1) An agreed fee based on the type and level of complexity of the services required. 2) An hourly rate as agreed with your adviser up to an amount of $350 per hour (+GST) 3) For ongoing services a flat dollar fee, a percentage of assets under advice, or a combination of both.

5.00 November 2022

Christopher has always been extremely helpful in our dealings in a friendly manner, aiming to achieve the best outcome for us. He is always easy to contact and if not available at the time he always contacts back promptly. We have been using his services for over ten years. We shifted from Newcastle to Melbourne some 7 years ago but have continued using Christopher's business as we feel extremely comfortable in dealing with him.

4.75 November 2021

I have been a client of Christopher since he took over the business from its' previous owner. He has guided me through my transition to retirement and ongoing financial security. His advise is always clearly stated and any changes to my portfolio are carried out without delay. I would recommend him highly to any prospective new clients.

5.00 November 2021

My wife and I have been with Chris for some time now and we continue to be delighted with the advice, support and results he and his staff provide.

5.00 November 2021

Christopher has been our adviser for many years, his knowledge and professionalism is first class.

5.00 November 2021

Christopher was able to explain things to me in a clear way. Through Christopher's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Christopher's full care and attention when I needed it

Adviser status Gold
Rating 4.84
Number of reviews 24
First year providing advice 1983
Years of experience 41
Highest qualification
- Diploma of Financial Services (Financial Planning)
Language spoken
- English

Aspire Wealth & Protection Pty Ltd

26 Donald St
Nelson Bay, NSW 2315

9:00am – 5:00pm Monday – Friday

Matrix Planning Solutions Ltd

AFSL 238256

Christopher Hale

Aspire Wealth & Protection Pty Ltd

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Aspire Wealth & Protection Pty Ltd

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Matrix Planning Solutions Ltd