Ashida Associates Branding

Financial Planning

Realistic financial solutions

Ashida Associates delivers a comprehensive suite of financial planning solutions to provide clients with realistic solutions to the increasingly complex financial objects they face. From tailored investment guidance to continuous discretionary portfolio management, your Ashida financial specialist will work closely with you as together you develop a customized service entirely targeted towards the realization of your financial aspirations.

Understanding that you are unique

We understand that every client under our care is unique and that he or she has a different vision of the future based on a number of circumstantial variables. We believe that maintaining an understanding of your evolving variables is paramount for the continuous development of our relationship with you, and, as the relationship grows, your Ashida financial specialist will be able to provide more detailed recommendations that align with your personality traits as an investor.

Asset allocation and investment management

Establishing an asset allocation model that is specific to your circumstances is essential to the success of your long-term investment strategy. The key to sustaining the success of your investment strategy as you evolve through life is to maintain an asset allocation policy that is relevant to your circumstances and capabilities as an investor.

Typically, as an Ashida client, your financial specialist will provide exposure to traditional forms of investment such as equities, bonds and cash management. On top of the traditional investment offering, Ashida Associates provides exposure to alternative forms of investment that are designed to mitigate investment risk whilst capitalizing upon the substantial gains often present through alternative investment strategies.

Naturally, as each client and their financial aspirations are different from the next, it follows suit that no two asset allocation models developed by Ashida Associates are identical in structure.

Planning for life events

The financial planning specialists at Ashida will help you to plan for important events throughout the passage of your life. By identifying your goals, time horizon and capital requirements, your financial specialist will develop a savings plan focused on delivering your requirements in time for the event.

Some frequently requested planning requirements include;

  • Planning for education
  • Retirement income & cashflow planning
  • Planning for estate distributions

Family Office

Dedicated financial management for larger and more complex multigenerational wealth structures.

  Family Office

Asset Management

Discretionary and non-discretionary asset management services created to accommodate your specific investment needs.

  Asset Management

Become a Client

Working in partnership with clients as together we develop financial solutions that prioritise your investment needs.

  Become a Client