Call us today: (03) 9551 2822
Email us: [email protected]
Partner with Ashfords
Private
High-earners navigate complex financial challenges. Our discreet, professional team handle them with care.
"Each generation will reap what the former generation has sown."
— PROVERB
Ashfords Private
Where wealth, legacy and family priorities come together.
Managing family wealth involves more than investment decisions. It reaches into relationships, future responsibilities and the values that guide each generation. When these elements are well organised, families navigate transitions with ease and maintain stability through changing circumstances.
Private services focus on creating the structures and conversations that keep long-term intentions clear.
This includes preparing future decision-makers, shaping thoughtful transitions and establishing frameworks that support coordination across all aspects of family life.
The aim is to maintain continuity, protect what matters and ensure every choice contributes to a future that feels both intentional and secure.
PRIVATE SERVICES
From guiding generational transitions to shaping long-term family frameworks, Ashfords Private investigate and provide stability that keeps wealth organised, relationships supported and decisions aligned with what matters most.
01
Next Generation
Prepare emerging family members for future responsibility through financial capability, structured guidance and clear role development.
02
Succession Planning
Create pathways for ownership and leadership transition that protect family interests and maintain continuity across generations.
03
Family Office and Governance
Establish frameworks for decision-making, reporting and oversight that keep wealth management coordinated and aligned with shared priorities.
04
Philanthropy
Shape giving strategies that reflect family values, support meaningful causes and create a long-term approach to impact.
YOUR FUTURE ADVISOR
Meet your new advisor, TBA.
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Our Team
Insights and resources
Accurate financial information shapes stronger everyday decisions. These insights offer perspectives that deepen understanding of reporting, tax requirements and the rhythms that keep a business financially steady.
NEWS
Pending content
TBA
OPINION
Pending content
TBA
"Ashfords made managing our fund stress-free. Their expertise ensured we met all compliance requirements on time and without errors."
Anna
Long-term Ashfords client
Get in touch with the Ashfords Private team
Ashfords Private brings you here, yet the support available reaches across every stage of your financial life.
Many come to Ashfords to solve one problem. Most stay with a comprehensive, whole-of-life answer.
We're a company of values, vision and care. Our transparent approach leads the way.
Ashfords is nothing without the people behind it. Meet our advisors, support team and directors.
Contact
P: (03) 9551 2822
Address:
Level 3, 148 Logis Blvd, Dandenong South VIC 3175
Hours:
8:30am-5:00pm
Monday to Friday
Services
Accounting & Tax
Advisory
Audit & Assurance
Bookkeeping
Digital Adaptation
Finance & Lending
Insurance
Private
SMSF
Wealth
© Ashfords Accountants & Advisory 2025
AFSL (Australian Financial Services licence) 226184
Liability Limited by a scheme approved under Professional Standards Legislation. ACN 607 345 522
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.
