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Services > Wealth
Wealth
Live the life you deserve, guided with Advisors who understand individual financial dreams.
What to expect when choosing Ashfords
Momentum and personalised direction aligned with future dreams.
Wealth is about more than financial growth. It’s about knowing you’re secure, supported, and set up for the next year or 30. Whether you’re building your investment portfolio, planning for retirement, navigating aged care, or protecting your legacy, you’ll have a clear, considered plan that reflects your life and goals.
Every wealth engagement starts with understanding what matters to you—your values, responsibilities, and ambitions. From there, the focus is on outcomes: strategies that grow with you, advice that’s easy to action, and structures that simplify decision-making.
Wealth management isn’t static.
As your circumstances shift, your strategy evolves. You stay informed, in control, and ready for whatever comes next.
'Wealth consists not in having great possessions, but in having few wants.'
— Epictetus
Services
Wealth planning brings structure and confidence to decisions that carry long-term impact.
Life doesn’t follow a straight line, and your financial world evolves with it. Whether you’re planning ahead, managing changing needs, or considering how your assets will be cared for, Ashfords wealth know there's a way forward.
Retirement Planning
Map out retirement priorities, align income needs, and create structure for long-term financial stability.
Personalised Investments
Build investment strategies that reflect risk appetite, time horizons, and evolving personal goals.
Aged Care Planning
Navigate accommodation options, funding rules, and cost structures to make informed aged-care decisions.
Legacy and Estate Planning
Protect assets, document intentions, and establish arrangements that ensure smooth transfer across generations.
Future Lifestyle Mapping
Define lifestyle goals, model future scenarios, and translate aspirations into actionable financial pathways.
Tailored Wealth Planning
Ashfords are experts not just in wealth, but in the pathways that create it. From business tax to SMSF, there's a specific plan for you.
Your future advisors
One lead advisor, strengthened by firm-wide guidance.
Partnering with Ashfords for your overall Wealth brings together structure, tax, estate considerations and long-term thinking. Start the conversation with a firm who understands how each element connects.
Why Ashfords
Proven expertise over four decades.
Real-world experience
40+ years of experience that leads to steadier decisions and fewer surprises.
Consistent people
The same team stays involved as things change. No constant resets.
Clients who stay
Relationships last from our commitment and adaptive, human-first advice.
Plain and clear
Guidance is useable right now and integrated in the future.
"Ashfords has been exceptional—straightforward and honest advice to help you make the best informed decisions. I cannot recommend the team highly enough."
Stewart
Ashfords Client
Enquire with Ashfords
The Ashfords Wealth team knows the future starts with the right foundations. Enquire below to start a straightforward, obligation-free conversation about how tailored advice can support long-term goals.
"Ashfords are the kind of company you keep."
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Ashfords Accountants & Advisory acknowledges the Traditional Owners of this land, the Wurundjeri Woi Wurrung and Bunurong People, and recognises their continuing connection to the land and waterways. We pay our respects to their Elders past, present and emerging and extend this to all Aboriginal and Torres Strait Islander People.
