Ashlea Financial Planning was founded in 2005 by Diane Weitz, who made the decision to set up an independent financial planning business, following an extensive career in the financial services industry.

Ashlea’s objective is to develop an understanding of your life goals and personal ambitions, and examine how  a professional financial management, planning and investment process can be used to facilitate these.

The starting point for this financial planning will be an in depth discussion to establish what is really important to you.

• We will then collect and collate all the data necessary to build your personal plan, which together with the creation and ongoing management of an asset portfolio will be designed to enable you to achieve your life objectives.

• The service offered by Ashlea is charged on a fee basis. This reflects the importance we place on the need for an ongoing, independent and professional service, rather than any emphasis on a specific product offer.