Our approach.
At ASAP Financial Advising, we believe that financial planning isn’t just about money – it’s about your entire life. Money serves as the fuel for living the retirement you desire, and what that looks like varies for each individual.
What makes us different.
We’re committed to making financial advice accessible to all, not just a select few. Being a family-owned practice in the Hawkesbury area of Sydney, our mission is to provide high-quality advice at affordable prices, ensuring that everyone has the opportunity to achieve their retirement goals.
Holistic financial solutions.
Planning for your retirement should be seamless and hassle-free. At ASAP Financial Advising, we are part of a comprehensive network of businesses offering financial services including accounting, taxation, and mortgage broking. This integrated approach ensures a smooth transition to retirement, simplifying the process for you.
Uniquely personal.
Your life is yours alone, and your financial advice should reflect that. We’ll align your retirement planning strategy and choices with your unique values and intentions, ensuring a personalised approach tailored specifically to you.
Treat money as a resource to live life.
We’re here to guide choices that optimise your entire life, not just your finances. Our focus extends beyond retirement planning, encompassing all aspects of your life goals and aspirations.
We make you money.
Let’s cut to the chase – you’re here to make money. With our depth of knowledge, experience, and strategic approach, we’ll help you achieve your financial goals and ensure your money works for you.
Complex made simple.
Financial jargon and industry speak can be overwhelming. That’s why we’re obsessed with simplicity, ensuring you feel empowered and in control of your financial decisions every step of the way.
Experience real financial wellbeing.
Feeling good about your financial life is achievable for everyone. We’ll help you identify and alleviate financial stresses and worries, replacing them with confidence and clarity.
The process
Step 1.
Initial consultation
Start with a ~30-minute phone-based chat with Emma. You’ll share your motivations for seeking retirement planning advice, and we’ll discuss how we can assist you. We’ll also provide transparent information on our process and fees, ensuring clarity from the start.
Step 2.
Personalised meeting
Meet face-to-face with Ralph and Emma to deepen our understanding of your needs and goals. We’ll complete financial advice questionnaires together, gaining a comprehensive overview of your circumstances and retirement goals.
Step 3.
Financial plan construction
Ralph will meticulously research and summarise your financial plan in an advice document tailored to your unique situation and retirement goals.
Step 4.
Follow-up meeting
Gather again with Ralph and Emma to review the financial advice document, explain the retirement planning recommendations, and answer any questions you may have. Emma will guide you through the required paperwork and implementation process.
Step 5.
Ongoing Review
Each year, at the anniversary of becoming our client, we’ll conduct a comprehensive review to ensure your financial plan remains aligned with your evolving retirement needs and goals.
Meet us
Get to know the faces behind ASAP Financial Advising:
Ralph Taylor
Principal Financial Planner
Dad. Runner. Golfer. Lifelong learner. Avid Bloomberg listener. Coffee lover.
Emma Taylor
Practice Manager
Mum. Loves a chat. Born-again Netballer. Music lover. Chocolate Connoisseur.