Asad Ahmad, AFP®
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
Masters in Marketing with Management
Financial Planning Association (FPA)
Bob Chen, CFP®
“Tell me what you want to achieve and when you want to achieve it”
When you first meet Bob, this is what he’ll ask you because different people have different goals in life and very different timeframes.
While many people seek Bob’s help to plan their retirement finances, there are many reasons to obtain his help. Your goal may be to travel extensively or take a sabbatical in 5 years’ time. Or it could be to purchase your first home or to investigate your options for growing your wealth.
Whatever your goals, Bob Chen will use his considerable experience and expertise to show you how to get there. That’s why Bob has so many highly loyal clients.
“I’ll remove the fear of making a mistake using real time modelling to explore your options.”
Bob’s approach is quite unique. Using real time modelling, he will show you what your future could look like.
He begins by talking to you about your future plans and when you want to achieve them. Then he looks at where you are now. That will show you the gap, so together, you can work out what needs to happen.
The modelling Bob uses is completely interactive and has real time responsiveness so you can immediately see the difference you can make by:
This modelling will also show you how combining various wealth creation strategies could change your financial position.
“I’ll help you discover the right financial strategy for you and then give you the pathway to success.”
Knowing how to achieve your goals and the daily steps you need to take can be life changing. That’s why Bob loves his work. It gives him the opportunity to connect with people and help them create their dream financial life.
Thinking about the long term is something Bob lives and breathes. He is an avid gardener and foodie – combining these two hobbies to create a sustainable produce garden for his family, friends and neighbours. Bob is married with 2 gorgeous daughters.
Bachelor Of Business – University of Technology Sydney
Cavendish & ICFS Specialist SMSF - The University of Adelaide
Certified Financial Planner - FPA
Investments and Portfolio Selection – subject only, Master of Financial Planning UNSW
Diploma of Financial Services - Intellitrain
Diploma in Share Trading & Investment – Wealth Within Institute
Bachrach, Values Based Financial Planning
Cert IV Finance & Mortgage Broking - Kaplan
DPML Margin Lending – Pinnacle FS Academy
Financial Planning Association (FPA)