12 Reviews

Ashleigh Symes

Wilsons Advisory and Stockbroking Ltd

Bronze

6 Yrs Experience

Broadbeach, QLD 4218

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Invested in you.

Through all market conditions our purpose is to protect, manage and grow the wealth of our clients.

The foundation of all advice we provide is centred around a strong client relationship, a robust understanding of what you are looking to achieve and investment market expertise.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 September 2024

Ashleigh is always a pleasure to deal with. She is very knowledgeable, professional, efficient and provides all the information you need to ensure you are financially ready for retirement. She keeps us up to date with our investments and always responds promptly to any enquiries we have.

5.00 June 2024

Ashleigh was very diligent and comprehensive in her advice and recommendations and kept me in the loop the whole way through. She made the whole process very simple and was great to work with.

5.00 August 2023

Ashleigh was and is awesome. She explained everything to us well so we understood it and was always available if we had any further questions arise. 100/100

5.00 May 2023

Very good to work with, great communicator with excellent understanding of her field.

5.00 May 2023

Ashleigh’s communication has been fantastic where she has has kept us well informed on the market trends and our SMSF portfolio. Ashleigh’s financial and market knowledge is always current and on point. We are extremely happy with her management of our portfolio and trust her guidance and recommendations.