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Aspire2 Wealth Advisers Pty Ltd was formed over two years ago following the merger of two member firms with over 20 years experience. It has now acquired the business of StateWest Financial Planning, which was part of the Bank of Queensland group of companies. StateWest has been helping Western Australian’s achieve a financially secure future for over 40 years. The new combined strength of Aspire2 Wealth Advisers will enhance our ability to continue to provide a range of wealth advice services to all clients and to customers of the Bank of Queensland in WA.
Aspire2 is part of Genesys Wealth Advisers Limited, a network of around 350 wealth advisers in 130 practices across Australia. Genesys provides financial services to around 100,000 Australians and advises on more than $8 billion of investments and over $80 million in annual individual risk insurance premiums (as at 31 March 2009).
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UK Pension Transfers
Recent legislative changes mean you need to consider the best way to handle your UK pension fund right now, because every passing day reduces the amount that can be transferred tax effectively. Find out more today
