A Defined Set of Processes

Our experienced advisors pride themselves on their well-defined processes that guide our tailored property, insurance and financial services. With carefully crafted strategies in place, we’re well-equipped to deliver top-quality personalised solutions that meet your unique needs. Trust in our proven processes to guide you toward financial success and security.


Our Finance Process

At Asti Advisory, we believe that every client’s financial journey is unique and deserves a tailored approach that aligns with their objectives. Our comprehensive financial planning process reflects this commitment, providing transparency, clarity and ongoing support to ensure your financial strategy remains effective and aligned with your goals.


At the initial stage of our financial planning process, you have the opportunity to communicate your specific needs to us. Through this open dialogue, we work together to understand your requirements, and then determine how we can best assist you in your unique situation from the outset. We also determine the scope of our advice within the proposal we present to you. This ensures transparency and clarity from the outset, setting the stage for a comprehensive and effective financial strategy.


Once the defining phase of the process is complete, we guide you in shaping both your short-term and long-term financial aspirations. Through close collaboration and honest dialogue, we help you pinpoint realistic and achievable goals for your desired outcomes, whether they relate to the purchase of a home, saving for education, or planning for a comfortable retirement. This identification of goals sets the direction for our tailored approach, ensuring that your financial plan aligns with your dreams and aspirations.


Once your goals have been identified, we assess your current financial standing to determine your capabilities and needs. This ensures our advice is accurate and tailored to your individual circumstances. This assessment includes a thorough examination and documentation of your assets, debts, and all sources of income. We also evaluate your current insurance arrangements, ensuring they provide you and your loved ones with the level of coverage that you need. This assessment is crucial to creating a strategy that reflects your current and desired financial outcomes.


During this pivotal stage, we go beyond the surface to craft a tailor-made strategy that guides you towards achieving your short and long-term financial ambitions. We assess your current financial landscape and focus on tangible actions and investments that are suited to your objectives. Your unique risk tolerance and aspirations are also considered to ensure that the plan we create fits your individual circumstances. This comprehensive approach provides us with a roadmap that aligns with your financial aspirations.


Once your plan has been developed, we coordinate all the necessary tasks to bring your strategy to life. Whether it’s optimising your investment portfolio, restructuring debt, or creating tax-efficient pathways, we ensure each step is executed with precision. If specialised expertise is required, such as for legal or tax considerations, we collaborate with trusted professionals like solicitors or accountants to ensure all aspects are expertly managed. This holistic approach ensures you experience a seamless process that remains aligned with your overarching financial vision.


Once your financial plan has been developed and implemented, we conduct regular reviews to ensure each step is on course to help you achieve your financial objectives. We understand that life is dynamic and your circumstances may evolve, and that’s why reviews are an important part of our service. We consistently assess your position and make any necessary adjustments to make sure you can still meet your financial goals. Our commitment to ongoing review and adaptation ensures your plan remains effective and relevant over time.

Our Insurance Process

At Asti Advisory, your financial security is our highest priority. Our insurance process is carefully designed to protect your unique lifestyle by identifying potential risks and tailoring comprehensive solutions. We provide ongoing support and create custom solutions to ensure your coverage remains aligned with your evolving needs.


The first step in our insurance process is all about understanding your unique circumstances and pinpointing potential risks. Our advisors work closely with you to assess various aspects of your life that could be vulnerable to unexpected events. This comprehensive identification process includes factors like your financial situation, family needs, health considerations, and long-term goals. By thoroughly identifying these potential risks, we lay the foundation for a tailored insurance strategy that safeguards your desired lifestyle.

Gap Analysis

After identifying potential risks, we perform a gap analysis to determine the type of insurance you require and the necessary amount. We consider any gaps or deficiencies in your existing coverage and work to address those effectively. Our goal during this phase is to pinpoint the type of insurance that suits your situation best and ensure you have the right amount of coverage to secure your financial future.


We conduct a thorough review of your existing insurance plan to check whether it is suitable for your current situation and financial objectives. We understand that life is dynamic, and your insurance needs may change over time. By regularly assessing your insurance plan, we ensure it remains suitable and effective in providing the protection you require. If any adjustments or enhancements are needed, we’ll advise you accordingly to ensure your coverage is always in sync with your life circumstances.

Secure The Best

Once we’ve assessed your needs and identified gaps in your coverage, our goal is to secure the best insurance solution for you. We leverage our extensive network and industry expertise to obtain insurance products with competitive rates, favourable terms, and comprehensive coverage. Our focus is on ensuring you get the most value without compromising on the quality of protection.

Ongoing Assistance

Our commitment to you doesn’t end with securing the right insurance. In the event of a claim, we assist you by coordinating and overseeing the process until the matter is resolved to your satisfaction. We act as your advocate, coordinating and overseeing the entire process to ensure your interests are protected and your claims are resolved to your satisfaction. Your financial security and peace of mind are our top priorities, and we’re committed to providing ongoing assistance and guidance whenever you need it.

Our Property Process

At Asti Advisory, we’re committed to driving your financial success. Our tailored property process begins with an evaluation of your goals before creating a personalised strategy that aligns with your objectives. We optimise each step of the process, ensuring you select the right properties that maximise your returns.

Define Your
Goals and Plan

In this initial phase, we collaborate closely with you to understand your financial aspirations and vision for the future. We help you articulate your financial goals, and from there, we create a strategic plan to guide your property investment journey. Having a clear plan is essential to ensure your goals are attainable and measurable.

Develop Your
Property Strategy

Building on your defined goals, our team develops a comprehensive property strategy that serves as the framework for your investment journey. This strategy outlines key milestones and objectives that need to be achieved along the way. It forms the blueprint for your property investment plan, ensuring that your end goal remains in focus throughout the process.

Evaluate and Enhance
Your Financial Position

Next, we assess your current financial situation, including any existing mortgages or debts. Our financial experts collaborate with you to optimise your financial position, creating a solid foundation for property portfolio growth. This step is crucial in ensuring that you are well-prepared to embark on your property investment journey.

Property Selection
and Acquisition

Together, we explore a curated selection of properties meticulously chosen for their potential for capital growth and high rental yield. These properties undergo our rigorous 13-point selection criteria to ensure they are safe and responsible investments. The goal is to acquire properties that align with your property strategy and financial goals.

Generate Rental Income
and Maximise Returns

Our proven track record in identifying high-growth, high-yield properties sets us apart. Each property we select is backed by a rental income guarantee, providing you with peace of mind against tenant vacancies. We focus on generating consistent rental cash flow to enhance your investment returns and financial stability.

Optimise Tax Benefits
and Ongoing Review

our investment property holds valuable tax deductions that can significantly impact your returns. Our experts help you navigate the complexities of tax deductions, ensuring that you maximise your investment’s potential. Additionally, your portfolio and financial position undergo regular reviews to track progress toward your financial goals. We assess portfolio performance and make necessary adjustments to keep you on course to achieving financial freedom.

Your Next Steps Uncovered

Your financial journey begins with Asti Advisory. Let us guide you through the intricacies of financial planning, and together, we’ll uncover your next steps to a brighter future.

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Frequently Asked Questions

How do I get started with Asti Advisory?

Getting started with Asti Advisory is a straightforward process.

Begin by scheduling a consultation with one of our experienced financial advisors. During this initial meeting, we’ll take the time to understand your financial objectives, concerns, and priorities. This conversation serves as the foundation for building your personalised financial plan. We’ll guide you through the necessary paperwork and documentation, ensuring that your plan reflects your individual circumstances.

Our goal is to make the onboarding process as smooth as possible, allowing us to begin working on your financial success right away.

What are the key factors considered when assessing my current financial standing in the finance process?

In our financial process, we carefully evaluate several key factors to gain a clear understanding of your financial standing. These factors include your current assets and liabilities, income sources, expenses, and any existing debts or mortgages. We also assess your risk tolerance, short-term and long-term financial goals, and your preferences regarding ethical or socially responsible investments. This thorough evaluation ensures that our financial advice is tailored to your unique circumstances and objectives.

What types of unexpected events or risks are typically covered by the insurance solutions you offer?

Our insurance solutions are designed to provide comprehensive coverage against a wide range of unexpected events and risks. This typically includes coverage for life insurance, disability insurance, critical illness insurance, and income protection insurance. These solutions offer financial protection in the event of scenarios such as accidents, illnesses, disability, or even loss of life. We work closely with you to determine the specific risks that align with your lifestyle and financial situation, ensuring that the insurance solutions we recommend provide the necessary protection for your unique needs.

Which factors do you consider to determine whether a property is a suitable investment?

When evaluating properties for investment in our property process, we consider a number of crucial factors. These include its location, potential for capital growth, high rental yield, historical performance, and the property’s alignment with your property strategy. We also assess the property’s condition, market demand, vacancy rates, and the overall economic climate. By carefully analysing these factors, we ensure that the properties we recommend are safe and responsible investments that align with your property goals and risk tolerance.

What sets Asti Advisory's processes?

When you work with Asti, you’ll experience the benefits of our unique processes. What sets us apart is our unwavering commitment to personalisation and excellence. We understand that every individual’s financial journey is unique, and we tailor our property, insurance, and financial services accordingly. We take the time to listen to your specific needs, goals, and circumstances, and we’re available seven days a week to assist you.

Our processes are built on a foundation of thorough analysis, meticulous planning, and continuous support. We combine industry expertise with innovative tools and resources to ensure that your strategy is not only effective but is also designed to evolve as your own personal circumstances change. We’re here to create lasting relationships, and every step of our processes is designed to help you achieve the financial success and security you deserve.

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