Ashleigh Thompson, Financial Adviser From Alman Partners True Wealth
Ashleigh Thompson didn’t just enter the financial world — she invested herself in it.
What began as a simple interest in crunching numbers quickly grew into a full-blown passion for financially empowering others.
“My passion for financial planning actually started from a selfish place. I wanted to know how to improve our own financial situation, plus I loved numbers with having a background in bookkeeping.”
Now a Financial Adviser at Alman Partners True Wealth, Ashleigh is part of a values-led firm that understands that true wealth is more than just money.
“It’s not about becoming rich but about using money to deliver the things that matter most to people – like spending time with their families and having peace of mind,” she says.
“It’s so rewarding to put clients’ minds at ease, and I’m proud that we can have that type of impact on our client community.”
And when she’s not in the office, you’ll likely find her planning a meticulously organised getaway.
“I love planning holidays. And I don’t just mean going on holidays – I mean that I will spend hours researching flights, hotels, attractions, making an itinerary, everything!”
Ashleigh affirms, “It’s never too late to plan for your future.
“We work with everyone from young adults through to retirees and no matter what stage of life you’re in, it’s never too late to have a conversation.
“Knowledge is power and any meaningful conversation with a professional is one step closer to making smarter decisions.”
Money myth you love to debunk?
That you need money to make money. Financial planning is about strategising to put you in the best position to improve and build wealth.
EOFY advice?
Try to collate your tax information, deductions etc. during the year. Have a folder either physical/digital, that you can keep it all together. Also, if you think there may be opportunities for you before EOFY (eg. for super contributions), get in early and touch base with your accountant or financial planner well before EOFY to avoid missing those opportunities due to delays and cut-off times.
www.alman.com.au
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