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John, 65+ years, Cherrybrook, NSW
"Ashish has been our financial adviser for over 2 years and we have always found him to be friendly and approachable. He always takes his time in answering our queries and we highly recommend him to anyone seeking financial matters."
- Superannuation
Senthil, 46 - 55 years, Woodcroft, NSW
"Ashish is professional in dealing with me, he is very knowledge in the superannuation and his advice is very good."
- Superannuation
Rodney, 56 - 65 years, Claremont Meadows, NSW
"Ashish has been supporting me with financial advice now for the past 2-3 years. He is very professional and friendly in his approach and is quite knowledgeable on Superannuation, what the markets are doing and offering suggestions throughout our consultations. I find Ashish quite easy to talk to. His demeanor and his knowledge provides a me with comfort in having a good financial adviser on my side."
- Superannuation
Ursula, 65+ years, Sans Souci, NSW
"Ashish Poudel has been very professional in helping us plan and achieve our financial goals.
His commitment and dedication in helping us make informed choices has truly impressed us along with his open and honest communication. He always takes the time to answer our queries
in an honest and timely manner. We highly recommend him to anyone seeking financial assistance."
- Retirement & Pension
- Shares & Investments
- Cashflow & Income
- Growing Assets
Rick, 56 - 65 years, Cromer, NSW
"Over the many years of knowing and being a client of Ashish I have found him to be an honest, intelligent and reliable adviser. I always trust his professional knowledge and any recommendations he makes regarding my financial future. Ashish has the important ability to explain everything in an easy to understand manner, which is very important to me and helps me to make the correct decisions on my financial future which also protects my children after I am gone.
Ashish always shows a lot of respect to me personally and also in regards to the financial future of myself and my family. He is always very friendly and respectful."
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Cashflow & Income
- Complex Investments
- Tax Strategies
Gary, 65+ years, Wentworthville, NSW
"Ashish has been my adviser for around 3 years and from our first contact has made me feel comfortable, he is very friendly and approachable.
Ashish always explains clearly any changes he is recommending to my portfolio and is very professional in what he does.
I would have no hesitation in recommending his services to others."
- Superannuation
Chris, 65+ years, Blaxland, NSW
"I have been retired for 7 years. Stability in our portfolio, along with an income stream, is of key importance to me. Our previous PSK Adviser retired after looking after me for about 20 years. Ashish was then appointed as my Adviser about 17 months ago. The transition was seamless. Ashish worked hard to understand our financial situation and made some suggestions that have proven to be the right decision. Ashish is easy to talk with and makes a big effort to ensure that he understands what I need and that his proposed solutions fit with those needs. Today I visited PSK's office for my annual review. I took my 22-year-old grandson along as part of his financial education. Ashish involved my grandson and gave him opportunities to ask questions. An excellent experience for a young man. Thank you, Ashish. Excellent service. Ashish processed a withdrawal for me today. By the time I was on the way home, North had confirmed receipt of the request. I have referred some friends to use Ashish's services. I do not doubt that they will benefit significantly from using Ashish as their Adviser."
- Retirement & Pension
Kirralea, 46 - 55 years, Blacktown, NSW
"Ashish is incredibly friendly and approachable. He regularly checks in to ensure my needs are met and provides clear, simple explanations that make it easy to understand my financial position. His proactive communication and ability to simplify complex topics give me confidence and peace of mind."
- Superannuation
- Insurance Protection
- Shares & Investments
John, 65+ years, Callala Bay, NSW
"He has been my adviser for around 2 years & from our first contact he made me feel comfortable.
He always explains clearly any changes he is recommending to my portfolio and responds to any questions I have in a readily understood way.
I am in my late 80's and have never been financially adventurous. He has obviously understood my conservative approach to financial matters and always keeps his approach accordingly.
We only communicate by phone/email, since I seldom go to Sydney these days. Those communication channels work fine with Ashish."
- Superannuation
- Retirement & Pension
Ray, 65+ years, Panania, NSW
"Found Ashish to be very professional and up to date with all aspects of my fund"
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Shares & Investments
- Aged Care
- Property Investment
- Cashflow & Income
- Complex Investments
- Tax Strategies
- Growing Assets
- Wills & Estates