Tim Henry

Aspire Planning

Platinum

15 Yrs Experience

Moorabbin, VIC 3189

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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.

Our dreams and aspirations, if achieved, give us great happiness. Your financial plans need to support this objective.

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

Our other passions

We are passionate about playing our role to progress Financial Gender Equality. We proudly sponsor Financy, a financial literacy, media and data insights platform designed educate and inspire women to build financial capability and wellbeing.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Socially Responsible
Growing Assets
Wills & Estates
Budgeting

Our clients really value our approach to fees. After our Initial meeting we provide you with a Cost Outline Proposal which considers the work you would like completed and proposed fees we would charge. We only charge a fixed dollar fee for this advice.

5.00 November 2024

Tim has been incredibly helpful explaining financial matters to me in layman terms. From being there when I first began in business 13 years ago, he has guided me through the required insurances, wills, retirement plans plus others. Never further than a phone call away.

5.00 May 2024

We’ve been so happy to work with Tim and his team. Tim is incredibly knowledgeable and has been able to identify our needs and financial goals while also understanding the challenges when raising a young family. We have been able to put good future plans in place, prioritise what we value now and feel confident with our financial choices and standing. Highly recommend!

5.00 July 2023

Took a while to respond to our initial email but after that, no issues - prompt & clear communication. Tim has a laid back & friendly demeanour & appears genuinely interested in what’s happening in our life. Never pushy & uses his extensive knowledge to suggest what’s best for us. We have no hesitations in recommending Tim to anyone seeking a financial adviser.

5.00 June 2023

Tim has been my financial adviser since 2018. Tim is honest, reliable and really cares about his clients, and that was evident right from the start. He has given me such great advice on insurance, super and investment, including upgrading my insurance to Own Occupation TPD. I had to close my small business last year due to injury, and thanks to Tim I was covered financially, and didn't have to sell my house and live off the capital whilst I had surgery and recovered. He walked me through the process with assurance during a very difficult time. I can't thank him enough for his support and advice, which has allowed me and my family to maintain the highest level of well being possible, and provide security into the future.

4.75 April 2023

Tim communicates with clarity and purpose, understanding fully our needs.

Adviser status Platinum
Rating 4.91
Number of reviews 129
First year providing advice 2009
Years of experience 15
Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Applied Finance
Language spoken
- English