Simon Ashman

Background

About Simon Ashman

As a financial planner at Invest Blue I have a passion for helping our clients achieve their financial and lifestyle goals. At InvestBlue we feel that financial planning is so much more than investing people’s money. We spend the time with our clients to really understand what they want out of life and then act as a lifelong mentor and coach to assist them in achieving their goals. Once we have identified (and quantified) these objectives we then help our clients make smart decisions with their money, and avoid silly mistakes. This is done through providing comprehensive recommendations via the development of a financial plan. The financial plan then forms the basis for our ongoing coaching and review service. Even the likes of Greg Norman, Michael Jordan and Cathy Freeman had coaches and our process is designed to review the progress towards objectives, make any necessary adjustments and maximise the chance of success. At Strategic we are here beside you for life's journey. Specialties: Planning and Coaching Wealth Accumulation strategies such as: Self Managed Superannuation Funds Cash Flow Management Borrowing to Invest Mortgages Portfolio Management Salary Packaging Tax Effective Investments Estate Planning Death, Disability, Trauma and Income Protection Insurance