Our Advice Process
This is where we help define your lifestyle and financial goals, and then develop a strategy that works for you to achieve those goals.
It's simple, effective and easy to get started right away.
Our process has and always will be based on a strong relationship with our clients.
Founder & Financial Adviser
Ayal's main focus is helping people to understand their options and to create long-term relationships with his clients on the way.
Ayal is based in Melbourne with his wife Mili and daughter Ella with baby #2 due in late 2018.
Before starting Fern Financial in 2016, Ayal worked in a number of diverse financial services companies; both small and large.
Connect with Ayal via LinkedIn here.
Our goal is to see you financially empowered. We promise to provide you with options to suit your lifestyle and help secure your future. We are a small, boutique financial planning firm and believe in working with you and in turn, achieving your goals and building a long-term partnership.