Why Choose Ashford?

 

There is a combination of factors which come together to differentiate the financial planning services of Ashford Financial Planning Pty Ltd (AFP) and create real value for our clients.

These attribute include:

  • Client focus,
  • Building of long term relationships based on trust,
  • Ongoing professional relationship with a dedicated CERTIFIED FINANCIAL PLANNER®,
  • The maintenance of high standards of ethics, honesty and professionalism,
  • Consultative approach,
  • Timely and relevant communication,
  • Explanation of complex issues in a simple manner,
  • Helping our clients to avoid decisions that may lead to catastrophic loss,
  • Attention to detail, and
  • The ability to bring together and work with professionals in other disciplines, as required, to facilitate the desired outcome for clients (eg. accounting, legal, actuarial, self-managed superannuation fund administration).

AFP appreciates the inter-relationship between our clients’ life planning and financial planning.  We recognise that most life transitions our clients experience over time also have financial planning implications.

We also understand the trade-offs among a number of competing objectives that clients may face in making financial planning decisions over time. We remain accessible to work through these trade-offs with our clients having regard to their most important priorities.