At Aspire2 Wealth, we understand your financial goals are unique.
That’s why we’ve developed Aspirations Managed Portfolios exclusively for our clients.
In partnership with Zenith Investment Partners, we provide Separately Managed Accounts (SMAs) designed to align with your objectives and risk profile, offering a personalised and efficient investment solution.
About managed portfolios
A managed portfolio allows the performance, monitoring and management of assets in the portfolio to be done on behalf of the investor
Key Benefits of Aspirations Managed Portfolios
1. Active Professional Management
Your portfolio is actively managed by experts who adjust your investments based on market conditions, helping to keep you on track toward your financial goals.
2. Transparency and Control
You have full visibility into the underlying assets in your portfolio, giving you confidence and control over your investments.
3. Individual Ownership with Potential Tax Benefits
With direct ownership of your investments, you may be able to optimize your tax position, an advantage not available with pooled investment funds.
4. Timely Adjustments and Rebalancing
Portfolio changes and rebalancing are implemented promptly, minimizing the risk of delay and errors while ensuring your portfolio stays aligned with your objectives.
Is an Aspirations Managed Portfolio Right for You?
If you want a portfolio that aligns with your risk profile, provides transparency, offers efficient management, and benefits from individual ownership, Aspirations Managed Portfolios could be the right choice.
With over half of our clients already invested, you can trust Aspire2 Wealth to deliver a tailored solution that meets your financial needs.
What clients say about our financial planners
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
