Financial Adviser - Ashton Cramond

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As a financial adviser with over a decade of experience in the industry, I am passionate about helping my clients achieve their financial goals. I hold a Bachelor's degree in finance and a Master's degree in financial planning, and I have spent the last 5 years as a trusted adviser. I have helped a wide range of clients, from young professionals to retirees, to create personalised financial plans that meet their unique needs.

What sets me apart is my commitment to building strong, meaningful relationships with my clients. I value the connections I make with each and every one of them and take pride in seeing them achieve financial success and peace of mind. I believe in a holistic approach to financial planning, which means looking at all aspects of your financial life, from investments to taxes, superannuation, insurance, and estate planning. Whether you're looking to save for retirement, purchase a home, or start a business, I am here to help.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

Our initial meeting is completely free of charge and with no obligation. At the end of the meeting, once you can see the value in the service that we can provide you, and importantly, I can see that you will receive value from our service, we will ask for your commitment to a $1,990 fee for your Statement of Advice document. Our second meeting will then involve me presenting our recommendation that will show how we are able to put you in a better position and how you will be able to achieve your financial goals and objectives.

Additionally, we offer an ongoing arrangement where we will meet with you throughout the year. We will ensure that your investments are still appropriate to your personal situation and that you are still on track to achieve your financial goals. Our ongoing arrangements are 1.1% p.a. of funds under management.