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financial security home loan repayments retirement income plan investment strategy income protection retirement goals lifestyle goals estate planning needs dreams becoming reality insurance

There's many important elements of our lives we forget to consider, though it's never too late to start planning your financial and lifestyle future.

Our goal is to help you effectively work towards both your financial and your lifestyle goals, whatever your stage of life.

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How Can a Financial Advisor Help You?

Find out more about the financial planning process and how we can help you.

How We Can Help You

An extensive range of financial planning solutions aimed at helping you reach your lifestyle and financial goals.

Wealth Management

Develop strategies towards reaching your financial and lifestyle goals, including investment planning, pre-retirement planning, SMSFs and more elements of your situation.

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Insurance

Insurance solutions for personal and business situations. We offer an exteneisve range of financial protection options, focusing on the best choice for your unique circumstances.

Grandpa talking about savings and superannuation to his grandson.

Personal Super

Personal superannuations solutions, including the option to diversify your superannuation investments while we take care of all of the administration for you.

Market News

Stay informed with reguarly updated news from Ascend Financial Solutions.

Key tax changes and measures from the 2026 Federal Budget

The major announcements from this year's Federal Budget and what they mean for accountants and their clients.

Federal budget 2026: Winners and losers

The Federal Government is selling the 2026-27 budget as a big reform budget. One that will tip the scales to make the tax system fairer for young Australians.

A breakdown of 2026-27 Federal Budget Themes and Papers.

The 2026-27 Federal Budget seeks to help get us through global and local pressures.

SMSF commercial property owners and Div 296 ‘misconceptions’

ere are three misconceptions among business owners with SMSF commercial property, a finance expert said

Contact Us Now

Get in touch with us for quality financial advice and to book your complimentary first meeting.

Phone:
(08) 9240 6060
Fax:
(08) 9240 6064
Street Address:
Unit 12a/33 Delawney Street, Balcatta, WA 6021
Postal Address:
PO Box 1224, Osborne Park DC, WA 6916
View our opening hours and more contact details ›

Send Your Enquiry

Send through your message and we'll get back to you as soon as possible.

Your financial security home loan repayments retirement income plan investment strategy income protection retirement goals lifestyle goals estate planning needs dreams becoming reality insurance