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
• Bachelor of Arts
• FASEA Financial Adviser Exam
• Certificate of Ethics & Professionalism in Financial Advice
• Professional Year completed in 2022

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)

Authorisations

• Sub-Authorised Representative No. 1296215 of Evalesco Financial Services Pty Ltd

Areas of expertise

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

So professional and committed to understanding specific circumstances and needs - could not recommend Ashleigh more highly. It has been a good experience changing from another adviser/platform despite the numerous challenges she and the team overcame with expertise, hard work and persistence and I was always kept in the loop on how things were progressing.

Whenever I need help or information Ashleigh is always there. I first came into contact with Ashleigh when I set up my superannuation and investment fund. I cannot fault anything she has done and is always very professional, courteous and adds a personal touch as well.

Ashleigh has been advising me in preparation for me having a comfortable retirement for the past 18 months or so. Ashleigh is a consummate professional. She is approachable and able to explain complex subjects in a friendly "laypersons" language. Ashleigh is responsive and always follows up in a timely manner, offering additional context and details to questions and queries.

Ashleigh has been an outstanding financial adviser for Patrick and I. Her advice is always clear, making it easy to understand even complex financial matters. Communication is excellent—she's always available to answer questions and provide updates. Ashleigh's friendly and approachable nature makes working with her a pleasure, and she consistently stays on top of what needs to be done to keep us on track with our financial goals. Highly recommended!

She has provided me with very sound and expert advice on restructuring my Super funds to provide great returns and growth. I have no hesitation in recommending her financial services, advice and guidance to anyone requiring assistance. She presents with a very personable character when conversing with her, always making it a pleasure.

Ashleigh’s breathe of knowledge & product understanding gives me great confidence in the plans & strategies she proposes. Her ability to simplify complex financial information is particularly valuable. Ashleigh demonstrates exceptional relationship/building skills by clearly understanding my challenges, current financial position, risk tolerance and long term goals.

From the very first day, Ashleigh has been an absolute pleasure to work with. She is exceptionally responsive to my inquiries, especially when I delve into complex financial topics. Ashleigh possesses a remarkable talent for simplifying complex financial matters into easily digestible steps. She maps out options clearly, giving me the time to choose what works best for me. Without her approach, I know I would be significantly disadvantaged compared to where she has guided me to date. Throughout any given year, she answers multiple emails and attends several meetings with a positive attitude.

She is very good at listening and understanding; she is empathetic, calm and very patient (I’m notorious for needing a lot of follow-up). Overall I was really happy with her advice and found Ashleigh to be very thorough, and considerate and caring. I built a great rapport with her over a short time and would highly recommend her services to anyone.