Ashford Financial Planning Pty Ltd

Welcome to Ashford Financial Planning We are pleased to introduce to you to the financial planning services of Ashford Financial Planning Pty Ltd (AFP – AFSL 325404). AFP offers client focused and individually tailored financial planning advice, implementation and review services. The combined skills and experience of the financial planning team, together with efficient technology and valuable research, underpin the consistency and professionalism of our approach. We would be pleased to discuss your financial planning requirements with you at a private and confidential meeting and, in due course, welcome you as our client. The financial planning services of Ashford Financial Planning (AFP) relevant to each client’s specific situation may cover all or some combination of the following important issues: Strategy Development Cash flow, debt, wealth creation and protection, retirement planning, inter-generational transfer of wealth, aged care. Investment Structures Individual or joint ownership, trusts, superannuation, company, endowment fund. Taxation Planning Personal income tax, capital gains tax, company tax, insurance bond taxation, taxation of superannuation. Asset Allocation Strategic asset allocation, investment time horizon and personal experience of, and attitude to, investment risk. Investment Planning Major asset classes (eg. cash, fixed interest, property, shares), domestic and global investment, direct investments and professionally managed funds. Risk Management Life cover, total and permanent disability cover, income protection, trauma cover, private health insurance, building and contents insurance. Estate Planning Wills ; Powers of attorney – Enduring, Financial, Medical; Superannuation beneficiaries and reversionary pensioners, Life insurance bond beneficiaries, Testamentary trusts, Guardianship, Business succession planning.

Address: Level 10, 10-16 Queen St, Melbourne VIC 3000 Australia

Phone: +61 3 8681 3600
FAX: +61 3 9620 7267