Ashleigh works with professionals, executives and high net wealth families,  who want a trusted adviser in their corner to coordinate and understand all aspects of their financial lives and ensure they make smart financial decisions.

Her approach is holistic and structured, combining strategic planning with helping clients to achieve their financial and lifestyle goals. As a visual learner herself, Ashleigh places strong emphasis on making advice easy to understand, often using visual explanations to help her clients see how various financial strategies form part of a bespoke financial plan and the outcomes that can be achieved.

Ashleigh finds immense satisfaction in helping clients reach financial independence and gain confidence in their financial plan, and values long-term relationships built on trust, clarity, confidence and responsiveness.

• Holistic Wealth Management
• Complex Entity Structuring & Proactive Tax Planning
• Financial Independence & Retirement Planning
• Financial Modelling & Scenario Analysis
• Visualising Advice Concepts & Strategies

Ashleigh began her finance career with us in 2021 in a client services role to gain valuable practical experience while completing her Bachelor of Commerce, majoring in Financial Planning and Economics, and graduating in 2022. During her time at VISIS, Ashleigh has progressed from a client services role to a fully qualified Private Client Adviser, where she works closely with Partner Grant Dougan to deliver holistic financial advice and build long term financial partnerships with clients. Ashleigh is a firm believer that there is always something new to learn and is currently completing her Masters in Financial Planning and engages in continuous professional development. Outside of VISIS, you will find Ashleigh down on the volleyball court representing Brisbane Bears in Queensland’s PVL competition.