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Counselling

We at Aspire Financial Services have a well-developed process that helps us to understand our clients. How many people can remember attending a mandatory personal finance course in high school or college? We would imagine the answer would be very few. Our society does a very poor job of educating the population about personal finance.

When a prospective client approaches us for the first time, we at Aspire have a one-to-one counselling session with them. During these sessions, we understand in-depth what their current financial situation is and where they should be, without compromising on their existing financial status. We make them comfortable and ensure all their doubts and queries are answered. Only once they have understood clearly and are convinced do we then go about making plans to secure their finances.

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