Ashlea Financial Planning Ltd was established in 2005 by Diane Weitz, who has more than 20 years experience in the industry, to provide fee-based financial advice. At Ashlea we believe that Financial Planning is all about ensuring that you are in a strong position to make choices about your life. Through our initial discussions we aim to discover your values and identify your goals. Then, having gathered information about your current circumstances, we work with you, to build a strategy, to help you make smart choices about your money for the reasons that are important to you.
I have been in the industry for over 20 years, and set up my own business 3 and a half years ago. I am a Chartered Financial Planner and also hold the Certified Financial Planning Licence. I believe in personal service for my clients. It's my job to help clients make smart choices about their money, to help them achieve their goals in life, for the reasons that are important to them.