A small but leading financial advice firm, Aspire Wealth & Protection, is a finalist among some major contenders in the 2016 Port Stephens Annual Business Awards.

This year the Nelson Bay based practice, which has provided trusted and tailored financial and advisory services for the past 33 years, marks 20 years serving the people of Port Stephens and two years in its new office at Nelson Bay.

Director Chris Hale said that being selected as a finalist among some big industry players in the Financial Services category is a great testament to the team.

“Our emphasis on integrity and excellence has enabled us to achieve very high levels of trust and satisfaction that make us stand out from the crowd,” Chris said. “Because we’re privately owned and not aligned to any large bank or insurance company, we’re able to specifically tailor investment options that really help plan, manage and grow people’s financial assets.”

Aspire Wealth & Protection specialises in advising on superannuation and retirement savings, building wealth and assets, along with providing quality income protection, life and trauma insurance.

In an increasing challenging and competitive market, Adviser Ratings has emerged as Australia’s first transparent and independent service to assist people find, rate and review qualified financial advisers among the more than 23,000 listed.

“We are proud to be a Platinum rated adviser with an overall client satisfaction rate of 94%,’ Chris continued. “Having a business built on personal referrals enables us to deliver a higher quality of service and advice, which has been recognised through our award nomination.”

The Port Stephens Annual Business Awards will be on Wednesday, 12 October 2016 at the Nelson Bay Diggers/RSL.

Image | Director Chris Hale