MenuAshley Baum CFP®
About Me
I spend time getting to know my clients and their plans for the future and what is important to them to then help them reach these goals with a level of confidence and peace of mind, less stress and less time spent researching and managing their money.
I enjoy the technical aspect of financial planning and using the knowledge I have gained to help achieve the maximum benefit for my clients whilst also keeping things simplified and easy to understand.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 20 Years
