EP#13 Breaking the stereotype of a financial adviser

Tim Henry is a financial adviser and owner of Aspire Planning - located in Cheltenham VIC. Aspire Planning has tried to “change-up” the way that financial advice is delivered. This starts with a strong focus on helping their clients develop a Life Vision that is then supported by a Financial Plan. In this episode, Tim shares his story of arriving at Aspire Planning, why he dropped the word “financial” from his business name and the importance of authenticity in everything he does. Tim and Jenny also chat about “The Grass is Greener” podcast launched in 2020 by Tim; designed to help dissect people’s daily challenges, get them clearer on their goals and provide financial tips. From one podcaster to another, Tim discusses the benefits of doing the podcast, targeting his ideal clients and producing a regular podcast.

The Grass is Greener Podcast - https://www.tgigpodcast.com.au/ https://www.aspireplanning.com.au/