Success adds complexity. We bring it back together.
Aspen Corporate Financial Planning is a boutique advice practice for business owners, successful professionals and established families — people whose financial affairs have grown too complex to manage as a series of separate decisions. We provide comprehensive, ongoing advice across investments, superannuation, retirement, insurance, debt and broader wealth structuring.
What makes Aspen different
Most financial advice is built for a single point in time, or a single product. Ours is built to keep working as your situation changes — often over many years.
Your whole position, before any recommendation
Business interests, investments, super, insurance and debt all affect each other. We work through how they fit together first. What gets recommended follows from that — it's the starting point, not an afterthought.
Built for complexity
Overlapping business and personal finances, multiple income streams, family wealth to plan around — this is the kind of situation we're most useful for, not an exception we work around.
Built inside an accounting firm
Aspen's advice practice began in 2001 as the financial planning arm of an accounting firm, set up to advise its own tax and accounting clients. It only became its own licensed company in 2015. Working alongside an accountant isn't a service we added — it's where the firm started.
You'll work directly with one of us, personally.
Brad Twite and Jackson Dongray are both directors of Aspen and both practising advisers, with more than three decades of combined advice experience. Every client works directly with one of them, from the first conversation through years of ongoing advice. Both are CFP® professionals and members of the Financial Advice Association Australia. They operate as Corporate Authorised Representatives of Personal Financial Services Limited.
Meet Brad & Jackson
Brad Twite, CFP®
Director & Financial Adviser
Jackson Dongray, CFP®
Director & Financial Adviser
The main areas we work in
Superannuation & Retirement
Contribution, consolidation and drawdown strategies built around how you actually intend to retire.
Managed Investments
Portfolios built around your timeframe and appetite for risk, and reviewed regularly rather than left on autopilot.
Personal & Business Protection
Insurance sized to what your income, family or business would actually need to replace — not a default level of cover.
Cashflow & Debt Management
How you borrow, structure and manage cashflow affects your investments and super, and vice versa. We plan for all of it together.
SMSF & Aged Care
Guidance on specific aspects of self-managed super, and the financial decisions that come with aged care.
Direct Equities & Margin Lending
Direct share investing and margin lending for clients who want more direct control over part of their portfolio.