Ambleside Wealth Advisers –

Businesses

Financial and Insurance Services

Ambleside Wealth Advisers

  • Budget Planning
  • Investing and Financial Services
  • Personal Insurance
  • Risk Management
  • Succession Planning
  • Superannuation Advice

The team at Ambleside consists of three qualified financial advisers surrounded by an array of client services administrators and managers who are constantly improving their qualifications and broadening their skill sets with courses, webinars and conferences.

Money is a fickle thing and knowing the best way to spend, save or invest yours to achieve your goals isn’t something you learnt at school. However, a financial adviser did learn all about money at school as well as many more tips and tricks of the financial trade.

A good financial adviser is hard to come by. The relationship between you and your financial adviser is one of the most important in your life so it pays to get it right!

At Ambleside Wealth Advisers we have got it right over and over again. We take the time to clearly understand your goals, objectives and individual situation. We focus on developing a strategy specific to your circumstances, including all areas of your financial situation not just your investment plan. We provide personalised ongoing advice to ensure your strategy remains relevant and on track to towards achieving your goals and objectives.

As a forward-thinking financial advice firm Ambleside use the latest technologies and processes to stay up-to-date with finance policies and options available to you.

Ambleside Wealth Advisers will help you understand the best way to spend, save or invest your hard earned money. We will be there every step of the way, offering advice and assistance to help achieve your life goals.

ABN:

52 917 438 707

Key Contacts

James Kelly - Principal/Financial Adviser
Retirement planning, Superannuation, Succession planning, Strategic planning, Personal Insurance, Tax planning, Aged pension, Investment advice
james@ambleside.net.au
03 5561 5180
Caitlin Mason - Financial Advisers
Retirement planning, Superannuation, Succession planning, Strategic planning, Personal Insurance, Tax planning, Aged pension, Investment advice
caitlin@ambleside.net.au
03 5561 5180
Thomas Carstein - Financial Adviser
Retirement planning, Superannuation, Succession planning, Strategic planning, Personal Insurance, Tax planning, Aged pension, Investment advice
tom@ambleside.net.au
03 5561 5180

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