Hillross

Hillross Aspire
Est 2012
Ground Floor, 3 Spring St Sydney
We can help with: creating an action plan to bring your ideas of financial freedom to life; effective budgeting, debt management and accelerated wealth building strategies; protection and preservation of your assets; income protection and strategic estate planning.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Completing Masters Financial Services
  • Graduate Diploma Financial Services
  • Advanced Diploma Financial Services
  • Cert IV Finance Mortgage Broking
  • ICFS Specialist in SMSF
  • Margin Lending Specialist

Areas of
Expertise

Cash flow management
Corporate superannuation
Estate planning
Mortgage services
Wealth Creation

Financial Services and Credit Guide V 10.0 JAN 2021

Spending time identifying and reviewing ‘What’s important about money to you?’ can have a profound effect on your financial well-being. It is critical that your strategy be flexible enough to accommodate change and most importantly be tailored to fit your unique personal and financial circumstances. This ensures you and your family have the money, time and freedom to enjoy the best possible benefits of your income and investments

We offer an ongoing one-on-one guidance and support program to assist with managing some of the changes required to break old habits and keep you on track in meeting your goals and aspirations.

Corporate Partnering

For business owners and managers who want to provide their staff with an educational series that provides loyalty and understanding. As a partner your employees receive access the following:

• Educational forums run by professionals in their field of expertise. Forum such as Back to Basics – Money Management, Asset Accumulation & Management, Effective Debt Management, Estate Planning Lifestyle, Health and Fitness.
• Individual Guidance & Education; identifying financial & lifestyle goals, effective money management and addressing concern about their financial circumstances.
• Group Insurance: protecting your business against disability, illness and or injury.

 Specialties

Goal Identification ● Accountability Coaching and Support ● Cash Flow Management ● Financial Planning ● Portfolio Management ● Savings and Wealth Accumulation ● Debt Review and Management ● Wealth and Asset Protection ● Financial Management and Guidance ● Education


Meet our team

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Lisa Barber
Principal, Director and Private Wealth Coach

Lisa will help align your financial circumstances with your most important family…

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Anne-Marie Brown
Business Manager
Dedicated to helping people take charge of their financial wellbeing. Anne-Marie has…
Dedicated to helping people take charge of their financial wellbeing. Anne-Marie has extensive experience in management, compliance, and administration. Anne-Marie believes everyone should enjoy the peace of mind that is gained from having a financial plan that will lead them, step by step, towards clarity, confidence and control.