Our services

We offer an extensive range of financial services which enable us to create a tailored financial plan, whatever your financial situation. We will assist you with managing your short and long term financial needs, from starting out in the workforce, through to planning for retirement.

Financial advice and wealth management

The quality of your future lifestyle depends on the quality of your investments today. Wealth management provides the basis of sustainable financial security. Ashton Campbell helps our clients to navigate to options that suit every individual need.

We start by developing a clear view of your current financial position, your future income potential and your personal attitude to investment risk, to develop an accurate staring point and pathway. We help you set goals and plan for life’s major financial decisions, like housing, education and travel. We make recommendations that are best suited to your individual circumstances

The outcome is a better future financial position and a feeling of confidence that comes from clarity and being financially empowered.

Investment planning

Over the last two decades there has been a steady change in social patterns. Career changes are more common, children stay at home longer and people are marrying at an older age. The assumption of home ownership in Sydney is no longer realistic for many. And the formal retirement age may increase to match our longer life expectancy.

These changes make investment planning based on life stage and milestones more important than ever before. We help with all forms of financial investment. It’s all part of our service to build your best possible future.

Superannuation and retirement planning

Planning for retirement is one of life's most important financial considerations. The actions you take today will determine your lifestyle in the future.
Superannuation is one of the most tax-effective long-term retirement savings vehicles, however it can be difficult to keep up with changing rules and regulations. We can explain the rules and provide you with strategies to help you maximise your retirement savings.

Self-managed super funds

Self-managed super funds give you control of how your superannuation benefits are invested, operated and managed. They allow you to invest in a range of assets such as shares, managed funds, term deposits, property, art and collectables.

Self-managed super funds are a compelling structure for those who want full decision making capabilities and to realise the taxation advantages available. However, self-managed super funds do generate complexity and administration.

At Ashton Campbell, we can assist with the establishment of a self-managed super fund, provide ongoing strategy, investment, insurance and estate planning advice.

We can aid other superannuation professionals with asset administration, super administration and end of year financial reporting.

Risk insurance

Risk insurance forms a critical part of the financial planning process. It provides you with protection against the financial implications of an event such as death, disablement, serious illness or injury.

There is a wide range of insurance options available that we can tailor to suit your individual circumstances.

  • Income protection insurance allows you to receive up to 75 per cent of your salary if you are unable to work due to illness or injury
  • Life insurance provides a lump sum payment that helps alleviate the financial burden your family may be left with after your death
  • Total and permanent disability insurance provides a lump sum in the event of a total and permanent disability that prevents you from ever returning to work.
  • Trauma insurance is paid as a lump sum upon diagnosis of an eligible condition (eg cancer, heart disease).

Aged care transition planning

We provide expert guidance to you and your family to plan for a time when assisted living may be required. We have helped many older Australians develop strategies to maximise their finances for the different stages of residential care.

Estate planning advice

Because we deeply understand your financial position, we are well placed to provide guidance on the steps you should consider for estate planning. We can help brief your legal professional or introduce you to our partners. It’s part of our holistic financial planning service.