Call us today: (03) 9551 2822
Email us: [email protected]
Partner with Ashfords
Live the life you deserve with smart financial decisions.
Wealth
Ashfords Wealth
Financial 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 what’s next. 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
WEalth SERVICES
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, wealth services bring structure and confidence to decisions that carry long-term impact.
01
Retirement Planning
Map out retirement priorities, align income needs, and create structure for long-term financial stability.
02
Personalised Investments
Build investment strategies that reflect risk appetite, time horizons, and evolving personal goals.
03
Aged Care Planning
Navigate accommodation options, funding rules, and cost structures to make informed aged-care decisions.
04
Legacy and Estate Planning
Protect assets, document intentions, and establish arrangements that ensure smooth transfer across generations.
06
Future Lifestyle Mapping
Define lifestyle goals, model future scenarios, and translate aspirations into actionable financial pathways.
07
Tailored Wealth Planning
Ashfords are experts not just in wealth, but in the pathways that create it. From due diligence when buying businesses, or managing SMSF, we're here.
YOUR FUTURE ADVISOR
Meet your new advisor, TBA.
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Our Team
Insights and resources
Informed choices shape stronger long-term outcomes. Our Wealth team shares insights, tools and forward-thinking guidance that make complex life and financial decisions easier to navigate.
NEWS
Should you consider SMSF?
TBA
OPINION
Estate planning shouldn't be ignored
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 Wealth team
Ashfords Wealth might be focused on your future, but there's still today to take advantage of.
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.
