• It’s TAX TIME but it doesn’t have to be STRESS TIME
    • We are the Accountants & Advisors that you have been looking for
    • Designing Realistic Wealth Strategies that create future peace of mind
    • Full Service Financial Advice, Mortgages and more
    • SMSF – We offer a complete service – Auditing, Compliance and Strategy
    • Home
    • About Us
    • Our Services
    • Our Approach
    • Contact

  • WE PERFORM MULTIPLE ROLES

    Working alongside our trusted partners, we fulfill multiple roles to serve your needs

    • Accountant
    • Advisor
    • Strategist
    • Consultant
    • Financial Confidant
    • Researcher
    • Buyers Advocate

    Across all our services, delivered through our network of specialists, one principle remains constant and unwavering:

    Our commitment to transparency and achieving your best possible outcome.

    Our focus is simple.
    As custodians of your financial wellbeing, we coordinate with our trusted network of professionals to develop and implement strategies tailored to your unique life stage and circumstances. Our singular focus remains consistent:

    Supporting and enhancing your financial growth and security throughout your financial journey.

    Accounting and Business consulting

    From simple taxation to complex business consulting and guidance, our Team is as diverse as our strategies and our experience has been formed over many decades.

    Firstly, a good accountant will not just do the work that you ask them to do; a good accountant will go above and beyond that. For example, instead of just processing your financial statements, a good accountant will give you proactive advice regarding growing your business, or cutting back on a specific sector which is costing you more money than necessary, and even helping you determine your ROI. A good accountant will also provide a ‘benchmarking’ service – where they compare your business to another business in the same sector as yours – to show you how you can improve your business.

    Basically, a good accountant will add value to your business, be it through saving you money, making you money, or even introducing you to some of their other clients; either through a networking event, or even just passing on names and numbers.

    A good accountant will also always be available to give you advice. They will also not charge you for this service. A lot of accountants these days still charge by the hour; even for a 2 minute phone conversation!! A good accountant will also be working on your behalf 100% of the time.

    Financial Wealth Management

    Our Advisers have one common strength – They don’t panic, regardless of market movements.

    Finding an advisor who is patient and doesn’t panic is critical to success. You want a planner who is always evaluating what options are best for you, but does not divert from a well thought-out strategic plan.

    WE believe that you should avoid advisors who are constantly pumping the latest hot stock pick with a sense of urgency; they may not have your best interest at heart. There should be no sense of urgency when it comes to sound investing that leads to long-term growth.

    Our unique ownership structure places us in a favourable position of being free to choose any appropriate platform or product to invest clients’ money. We are not limited to whom we can research and do business with by our ownership structure.

    This Freedom is in our opinion the greatest gift we can give to our clients – It is to us…True Financial Advice.

    Behind our Accountants & Advisers are programmers, administrators, research specialists, compliance managers and business development managers. Our proprietary technology platform sets us apart and was granted a patent. It's designed to simplify your financial life and facilitate the delivery of personalised advice.

    • Online Advice

      Our proven technology solution allows you to access and engage with your financial plan at Anytime, Anywhere so you stay connected to your finances.

    • Best Performance

      Our strategies are designed to give you the best performance you can have to accelerate your plan.

    • New Technology

      If you keep doing things the same way you only get the same result. We invented new technology that delivers a better outcome and more peace of mind.

    • Security & Privacy

      These days Security & Privacy is paramount and we strive to new levels of protection.

  • OUR NETWROK OF PROFESSIONAL SERVICES

    We provide a wide array of specialised advisory and strategic services for our clients via our trusted network of professional service partners.

    • Investments

      You can start with as little as $1000 and turn it into thousands if you know and understand how. Our Investment approach is designed to create growth for our clients not create stress.

    • Insurance

      Do you know how long your family would last before you required Welfare?
      Have you had your insurance position analysed and strategically structured so you have maximum gain for minimal cost?

    • Superannuation

      Superannuation is one of the key long term investments you can make however if you have it set up wrong in the beginning you may find out you have too little too late. Our role is to ensure this doesn’t happen to you.

    • Estate Services*

      Are all your affairs in order?
      Do you have an Ex-partner that you are concerned would make a claim on your Estate?
      If you could not make decisions for yourself have you arranged for the right person to make those decisions?
      Talk to us so we can protect you and your wishes.

    • Responsive Street-smart Sophistication Advice™

      We call it Street-smart Sophistication Advice™, it is experience that only comes with time, you’ll see it as how advice should be and wonder why others fail to act as we do. We focus on STRATEGY and not PRODUCT, we FOCUS on what is RIGHT for you and your business.

    Collectively and individually, our partner team have advised on hundreds of commercial and personal tax transactions, personal financial advice, investing and overall financial wellbeing, let us work for you.

    • Personal Tax Advice

      The same Share Brokers we refer to our clients are the very same broker we use. Our position is simple – If we won’t use them then why should our clients.

    • Business Advice

      We offer a complete business advice service that covers from idea creation to cash flow forecasting. Auditing, Compliance and Strategy.
      Our Advisors have actually run a range of business so you know you are getting the right advice for your success.

    • SMSF Advice*

      SMSF – Via our trusted partners, we offer a complete service that covers Advice, Tax returns, Auditing, Compliance and Strategy.
      Our planning process is designed to take an objective look at your current financial situation and organise a plan of action to help you achieve your goals and objectives within your SMSF.

    • Bookkeeping Service*

      Small business owners often try to do their own bookkeeping, but not hiring a professional can cost big bucks down the road. Bookkeeping is probably the last thing you thought about when you decided to run your own business. Unfortunately, for many business owners it can eat up your time and make running a successful business that much harder. Yet, there’s hope and it starts with us and our technology partner Xero.

    • %

      Have Never Invested

      Prior to meeting with us over 67% of our clients had never invested before and didn’t even know they could start with as little as $1000?

    • %

      Had Zero Savings

      Prior to meeting with us over 86% of our clients had no medium to long term saving strategy and we showed them how with Time, Patience and small regular savings you can make big returns.

    • %

      Had No Insurance Strategy

      Prior to meeting with us over 84% of our clients had idea what they were covered for, the terms of cover and the conditions of the cover. In many aspects the cover type and conditions did not reflect the needs of our client.

  • Our Approach

    Popular Questions

    • Can you help me with my dealings with the ATO?
      Yes we can and we have a successful relationship with the ATO.
    • Can I have my meetings conducted online remotely?
      Yes you can, simply email us at info@aspectfp.com.au and we will make it happen.

    Offer Combines

    • Personal Discovery Meeting

      You will meet with our advisers more than once before we provide advice, we believe that gaining insight to your true desires requires more than a single meeting.

    • Tactical Analysis And Assessment

      We will instigate discussion about protecting you and your family not only financially but also in times of emergencies, as it is during these times that the stress of dealing with things like medical plans, powers of attorney or handling the claims departments when you have lost a loved one is where we believe we can really help.

    • Client Focused Advice

      AspectFP has no direct institutional wealth company partners or ownership and as such Banks and Wealth companies have no direct interest in or involvement with our investment management, which eliminates many of the conflicts of interest found at traditional Advice firms.

    Additional Benefits

    • Risk Analysis

      What we define as risk may not be what you define as risk. Our team will work with your definition of risk to ensure you get the best result possible.

    • We Think Globally as well as Locally

      We maximise client returns through strategic local and international investments.

    • Advance Investment Calculations

      Our Monte Carlo simulations provide dynamic return projections, tailoring investment strategies to your specific goals.

  • Are You An Adviser Seeking A Great Opportunity?

    If you are an Adviser seeking an open APL, Patented and effective software, Client Centric compliance and strive to become as a Strategist then the model may be what you are looking for.


    Contact Us

  • OUR ADVISERS ENJOY...

    • In-house

      Patented Client Engagement Technology, designed for you… the adviser. Complete online back office and virtual office capabilities plus Practice Cash flow Facilities.

    • Broad-based APL

      No restrictions or product pushing.

    • Self-license AFSL

      No alignments to the big banks or institutions.

    • Lead Generation Tools

      Access to a large lead generation tool, sit back and watch the clients come in the door.

    • AFSL Adviser Liaison Service

      A qualified team, ready to answer and help you at any time.

    • In-depth Reporting, Research and Analysis Tools and Support

      Access to the most efficient and in-depth tools to ensure your advice is the best advice.

    • Focus on customer specific advice not product driven advice

      We want advisers who work for the client, not the institutions profit.

    • The investor for today does not profit from yesterday’s growth. Warren Buffett
    • An investment in knowledge pays the best interest. Benjamin Franklin
    • In investing, what is comfortable is rarely profitable. Robert Arnott
    • Wide diversification is only required when investors do not understand what they are doing. Warren Buffett

  • CONTACT INFO &
    LEGAL DISCLAIMER

    Schedule Meeting


    Appointment Form

    Company Details

    • AspectFP Pty Ltd

      Unit 6, 68-70 Old Princes Hwy
      Beaconsfield, VIC. 3807

    • Phone & Fax

      Phone: (03) 9707 0154
      Fax: (03) 9796 2088

    • Email

      Email: info@aspectfp.com.au

    AspectFP is a Corporate Authorised Representative #377123 of Boston Reed AFSL #225738

AspectFP is a Corporate Authorised Representative #377123 of Boston Reed AFSL #225738 | Financial Services Guide (FSG)
© 2024 AspectFP - Your future will thank you®

To ensure transparency, please note that AspectFP and its affiliates (we, us, our) may be involved in providing services and products through separate authorisations by Australian Financial Services Licensees, Registered Auditors, or Australian Credit Licensees. For specific details about these entities, their authorisations and services, and the legal structure, please contact us or refer to our documentation.