Ashley Sim

Morgans Financial Ltd

Silver

8 Yrs Experience

Mackay, QLD 4740

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I focus on assisting my clients to achieve their goal of building and preserving wealth to enable them to live the lifestyle they desire. I achieve this by providing clear, quality financial and investment advice.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets

5.00 January 2024

Ashley helped make my husband and I comfortable to invest and plan for our future with thorough and easily understandable explanations of the investing world. At no point did we feel pressured to go a certain way and yet we felt like we were given a personalised service that meet our needs. Highly recommend Ashley and his team!

5.00 July 2023

We have only been with Ashley for 9 months and he has made my husband and I very happy. Ashley is very easy to talk to and knows the ins and outs of the financial world. I would highly recommend him.

5.00 June 2023

Ashley has been great to deal with over the last couple of years, really getting to know us and our financial goals. He is very clear with information which makes the whole process easy! I would gladly recommend Ashley to anyone!

4.75 May 2023

Ashley is very approachable and always welcoming. He is very adept in providing advice concerning our retirement needs. He investigated my super scheme which he didn’t have experience in and was able to give us the answers we needed to make informed choices. He also provided crucial information on insurances within our super schemes to maximise our benefit.

5.00 April 2023