All you need to know about
Ashleigh

FINANCIAL ADVISER

Ashleigh Steeles

As a Financial Adviser, I see it as my role to help clients achieve their goals. I love helping to demystify money and help clients use it as a tool to achieve their vision of success. The first step is understanding what is important to them and what they would like to achieve – where would they like to go, and where are they starting from? I then work with them to craft a personalised financial plan to ensure the highest chance of achieving success – how do we get there? Along the way, I am there on their team to track, review and adjust the plan as life changes along the way.

I’m also passionate about socially responsible investing and the opportunities we can take to invest in line with our values, to help build a better world for ourselves and the next generation.

Outside of work, you’ll find me in the outdoors camping, rock climbing, or reading the latest fantasy novel.

What does Healthy, Wealthy and Happy mean to you?

To me, Healthy, Wealthy and Happy means being able to live the life I want: mentally and physically healthy, financially viewing money as a tool rather than a point of stress, and happiness doing the things I love, with the people I love.

What are the values that drive you?

I am a people-person and love connecting and understanding what motivates my clients. No two people have the same vision of success, and no two financial plans are the same. I love getting to know my clients, and love diving into the numbers and helping to craft this into a structured, achievable financial plan.

Qualifications

• Bachelor of Commerce, Financial Planning
• Professional Year completed in 2022

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)
• Corporate Representative No. 325313 of Australian Advice Network
• Sub-Authorised Representative No. 1296215 of Evalesco Financial Services

Areas of expertise

• Financial Education
• Retirement Planning
• Wealth Accumulation & Cashflow Management
• Financial Modelling & Projections

“I feel that I can be completely honest in talking about my financial needs"
"I am very happy with going on the journey of taking control of our wealth for later in life and being on the journey with Evalesco.”