From your first conversation with Asad, you sense his genuine interest in helping you achieve your financial goals. He focuses on understanding your current situation – personally and financially. From there, he will assist you in setting smart goals that are achievable and measurable so you can track your progress.
“I have formidable faith in the fact that anyone can achieve financial security or even financial freedom with commitment and a plan to get there.” – Asad Ahmad
To help you, Asad will make you dream big by showing you what is possible for your financial life. Then he will work with you to develop a financial road map to guide you on your path to achieving those dreams and goals.
He uses numbers and real client examples to show you what you can achieve in 12 months, 5 years, 10 years and post retirement so you can make informed decisions. And if life brings some unexpected events, you can be sure Asad and his team of experts will be by your side to ensure you sail through them with the right support.
"Tell me what you want to do and I’ll help you get there” – Asad Ahmad
Coming from a family of successful entrepreneurs and thought leaders, Asad has a fiery passion for learning. He uses this knowledge to better serve his clients by providing advice that is in each client’s best interests.
Asad has a Masters degree in Marketing with Management from the UK and over 9 years of experience in financial planning, wealth and asset management. He has gained the trust of hundreds of loyal clients who all appreciate his desire to help them improve their financial wellbeing. He will provide:
§ Financial coaching
§ Education so you can make informed decisions
§ Action plans to make your goals achievable
§ Ongoing advice and assistance
§ A fierce commitment towards working in your best interests
Asad’s clients range from couples married for 30 years to, medical doctors, men and women who are travelling around the world in search of their life purpose. No matter what your situation, Asad will help you see what is possible. He will also show you how best to make your money work harder for you so it can support a lifestyle that is meaningful for you.
Asad understands the challenges you face but he also knows the true value of having a good financial plan in place. In his personal life, he has been through experiences like moving oversees, starting his own business and providing unexpected hospital care for one of his children. It was during this stressful family time that he fully appreciated the importance of having savings, investments and protection in place. These safety nets allowed him the freedom to focus on his family during these difficult times without worrying about money.
Advanced Diploma in Financial Planning
Self-Managed Super Fund Specialist
Margin Lending Accreditation
Foreign Exchange Accreditation
Direct Equities Accreditation
Masters in Marketing with Management