Ashley Bishop
What If Advice
I am a Certified Financial Planner (CFP®) and I love helping people make good financial decisions. By understanding you and what you want, we can put an effective plan in place for your future, one that takes control of your day to day financial life and builds on the good work you're doing. Instead of worrying about money, you can instead invest your time doing the things you really value and enjoy.
I focus on education and making it simple. Whether it's discussing how to invest your money to grow your wealth, managing tax, understanding your superannuation, knowing when you can retire and what your financial life may look like, I'm here to help you build your finances and live the life you want.
I'm based in Melbourne but help clients around Australia.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI treat all client engagements individually, based on your motivations and circumstances. However, as a guide.
- Introduction chats are free. These are usually 15-30 minutes, depending on your questions (over phone or online).
- We'll then have an initial meeting for 60-90 minutes, a small fee is charged (in person or online).
- Following the initial meeting, we'll book any necessary follow up discussions, and/or I'll send a client agreement outlining my service to you and fees.
At a glance
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Adviser status
Silver
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
What If Advice
The Commons QV, 3 Albert Coates LnMelbourne, VIC 3000
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Beryllium Advisers Pty Ltd
AFSL 528250
