The Aspire Financial Planning Team
Aspire Planning – Our Story
Aspire Planning was established to flip financial advice from the old mantra of “robotic” investment 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 Team
Tim Henry - Financial Adviser and Director
BBus (Banking&Finance), Grad Dip(AppFin)
What is one of the biggest steps you’ve taken in your life?
Well, certainly the biggest steps were taken back in 2009. Our daughter had just turned one, and we decided to start our business and do a major home renovation at the same time!! It just goes to show that there’s no perfect time, the best time to start ‘making it happen’ is now.
What does happiness mean to you?
Happiness for me is being around the people I love. When we get quality time together it’s very special. We all know it – it’s the small moments that bring us the most joy!
Do you have a current money goal?
Our money goal is to use our surplus cashflow in a manner that is very aligned to our goals. Yes paying down our mortgage is important, but we also want to invest funds for our future and thirdly, we have a holiday account for our family adventures. Having adventures is really important to us whilst our daughter is still at school (and still wants to travel with us!)
Leandro Bonin - Financial Adviser and Accredited Aged Care Adviser
BBus(Admin), Post Grad Dip(FinMgmt), Grad Dip(FinPlan), MBA
Do you have a bucket list?
One of my aspirations is to complete an Ironman triathlon at some point. I can only imagine the incredible sense of accomplishment that comes from pushing oneself for over 10 hours and crossing that finish line.
Do you set yourself financial goals?
Our family money plan consists of ‘paying ourselves’ first. This means that our income is allocated into ‘buckets’ aligned to our goals such as expenses, holidays and long-term investments. By structuring our finances in this way, we can ensure that we don't overspend and maintain consistency in our financial approach.
What is one of the biggest steps you’ve taken in your life?
Well, one of the most impactful decisions I made was moving to Australia on my own back in 2015. Getting out of your comfortable zone and exposing yourself to new things isn’t always easy, and definitively it wasn’t at that time. However, it was one of the best decisions I have ever made - and I would do it all over again without hesitation.
Sarah Haines - Client Services Manager
What is your current savings goal focussed on?
Taking my girls to Europe in four years. As well as enjoying the sites I’m imagining us enjoying the food and shopping together!
What is your favourite thing to with your family?
I have four children, so I try to have a date night with each of them on their own every couple of weeks, movie, dinner, AFL game, even just a coffee on the beach.
What’s a bucket list item for you?
I’d love to walk The Camino de Santiago. This trail in North West Spain sounds fascinating and with so many spectacular sites along the way. Pilgrims have walked the trails since the Middle Ages.
Carly Massey - Administration Assistant
What’s the best way to start the day?
Coffee and cuddles from my daughter, a sleep-in would be great too but not likely with kids!
Do you have a current money goal?
We are currently saving to make some home improvements. We’ve just finished doing up our backyard, the laundry is next!
What’s on top of your bucket list currently?
A huge family trip to Disneyland, staying at one of the Disneyland hotels. It’s always been a childhood dream and I’d love to be able to go with as many family members as possible.