Melbourne
We work with small business owners, professionals and couples who want more certainty about their financial situation, to help them make smarter decisions with their money and systematically build their wealth.
We do this by working them through our own ‘Values Based’ Financial Planning Approach, which is all about taking the time to understand and discover what’s really important in life to them.
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1 customer review
Edmon Odza
Highly recommend Ashley from Collins FP.
What do you love most about your job?
What lights me up about my work is the knowledge, experience and passion that shows results and brings peace of mind for my clients. Together, we can make significant financial and life improvements.
What inspired you to start your own business?
Having worked with really amazing clients with similar worries and concerns, guiding them to achieve success, my mission and commitment is to help clients navigate through the distractions and ensure each client’s financial position is maximised with the right strategy. I’m dedicated to developing trusted relationships with clients so they have greater probability of achieving what is truly important to them.
Why should our clients choose you?
What sets me apart from other advisers is my in-depth knowledge of the financial industry as well as the time I invest in getting to know my clients; identifying what is deeply important, even critical, to their life fulfillment. It’s only when we agree upon my client’s needs, wants and aspirations, that I start working on their personal financial plan.
Can you provide your services online or remotely? If so, please add details.
Yes a "Welcome and Discovery Meeting" can be booked via collinsfp.com.au/book-online
Our zoom / phone call is a great opportunity to tell me about yourself and your situation and explain our advice process. From here if we both feel it is beneficial for us to meet we can arrange an appointment.
What changes have you made to keep your customers safe from Covid-19?
We follow appropriate COVID-19 guidelines.
Throughout my career I have witnessed the reduction of stress and anxiety that many clients experience once they know that their lives are on track to achieve significant financial and lifestyle goals.
Today, I run my own private financial planning firm, providing personalised, tailored advice, dedicated to growing and protecting my clients’ personal wealth. Giving clients financial security, taking away all of the stress about money and ultimately giving them more time to focus on important achievements.
My principles and values never change; honesty, discipline, patience, ambition, attention to detail, pride in my work, and making a difference remain a priority.
Superannuation
Personal Insurance
Life, Total and Permanent Disability Insurance, Trauma, Income Protection and Business Expense insurance.
Key Person and Partnership Protection
SMSF
Investment Advice
Managed Funds
Exchange Traded Funds
Direct Shares
Estate Planning
Wills and Power of Attorney
Tax Strategies