Olivia Maragna

Olivia Maragna
Certified Financial Planner®, Chartered Accountant (CA), B Bus, SMSF Specialist
Adviser since: 2003

Olivia’s career has combined advice, leadership, and public commentary, giving her a broad perspective on how financial decisions intersect with real lives. She is motivated by removing barriers in the advice profession and helping clients engage with money confidently, without complexity or conflicted incentives.

More about Olivia Maragna

Olivia Maragna is one of Australia’s most respected financial experts. She was featured on Channel Nine in the headline story of the Federal Budget with Ross Greenwood and Laurie Oakes and was invited by the ABC’s 730Report as a panel expert leading up to the last Federal Election.

Olivia has been recognised as a driving force in the finance industry and has been named one of the top 10 most financial influencers in Australia, sharing the list with the likes of David Koch, Ross Greenwood, Alan Kohler and Mark Bouris.

In 2003, she co-founded Aspire Retire, one of the industry’s highest award-winning financial advisory firms, servicing clients Australia-wide.

She is a sought after speaker on money and business across the country at various national/international organisations and currently serves as a judge for the Telstra Business and Women’s Awards.

Olivia has been featured on the front cover of 7 National magazines and has been published/featured in hundreds of articles in mainstream media across TV, print and radio.

Investment Style

In a career punctuated with Australian ‘firsts’ and major business awards, Olivia has always been driven by making a difference to her clients.

Aspire Retire is privately owned and does not have any alliances with big corporations. Operating without commissions, Aspire Retire’s fee model is not linked to percentages or values of investment monies and instead charges agreed flat dollar fees based on the services their clients’ require.

Specialties and Areas of Expertise

  • Retirement planning
  • Superannuation strategy
  • Wealth management
  • Independent advice
  • Fee-for-service planning

Professional Standards You Can Trust

Qualifications & Memberships

Qualifications

  • Certified Financial Planner (CFP®)
  • Chartered Accountant (CA)
  • Bachelor of Business
  • SMSF Specialist Advisor (SSA)

Professional Memberships

  • Chartered Accountants Australia and New Zealand (CA ANZ)
  • Financial Advice Association Australia (FAAA) (prev. FPA & AFA)
  • SMSF Association (SMSF)

Industry Recognition & Awards

Olivia has made a habit of breaking through barriers and has been awarded:

  • Hall of Fame Award for Business Achievement
  • 2020 Australia’s top Financial Advisers (for a second year in a row)
  • Australian Financial Review’s Top 10 Emerging Leaders (2014)
  • WIFS Financial Planner of the Year (2013)
  • AFA Adviser of the Year (2012)
  • Young Business Woman of the Year
  • MYOB Business of the Year
  • AFA Australian Female Excellence Award

In recognition of her business achievements and community involvement, Olivia has been chosen as one of eighteen of Australia’s most inspiring female leaders in the Leadership in Focus Forum and represented Australia in a Global Forum in Switzerland.

Testimonials

“From the moment we met at our first meeting we knew our hard-earned finances were going to be in good hands. Your professional & expert advice and the respect you demonstrate with our portfolio reassures us and gives us piece of mind that we are being taken care off in the best possible way for the rest of our lives. We would also like to commend your team who have been professional and helpful, they are an asset to your business.” ~ Danny, 56 – 65 years

“My husband and I came to you to discuss our personal superannuation fund and to also discuss the options that were available for our future financial planning. We were very impressed with the personalised professional service and advice given to us, and how you have tailored this specifically to suit our situation and future needs. We felt very comfortable to put our finances in your care and for you to guide us in the right direction. We found you to be the most professional of those we interviewed. I have no hesitation in recommending your services with complete trust and I look forward to a continued relationship with you.” ~ Lorna, 65+ years

You Deserve The
Best Financial Planner for You

Contact us now to book your initial consultation

Best Financial Planners logo

Let us help connect you with the
BEST ACCOUNTANT for your needs

Best Financial Planners logo
Let us help connect you with the
BEST FINANCIAL PLANNER for your needs