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Wealth Management

Wealth management meeting.

Ascend Financial Solutions offers personal financial advice tailored to your individual circumstances and financial objectives. Our goal is to find the right solution to meet your needs and assist you to make important decisions easily.

Our Wealth Management Advisers are qualified to provide you with specialist financial advice, no matter how big or small your investments, or what your needs may be. We aim to work with you to help secure your financial future.

Our initial consultation typically takes about one to two hours. We discuss your objectives with you and gather information about your current situation and outline some broad strategies we feel will achieve those objectives.

Our Wealth Management Advisers provide strategic advice in the following areas:

  • Self Managed Super Funds
  • Investment planning
  • Superannuation planning
  • Redundancy
  • Pre-retirement planning
  • Centrelink planning
  • Gearing via investment products
  • Savings and wealth creation strategies
  • Retirement planning
  • Business succession planning
  • Salary packaging advice
  • Risk and insurance analysis
  • Estate planning considerations
  • Guidance on budgeting and goal setting
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