about us
With more than 20 years of experience in the field combined, Ascend Financial Group specialises in offering personalised financial services to support clients in living and retiring comfortably. Retirement planning, superannuation, insurance advice and financial planning are all services provided by Ascend Financial Group. We establish enduring bonds with our clients by having a thorough awareness of their circumstances and objectives. Then, all financial opportunities and life stages are managed by Ascend Financial Group, which offers all services under one roof. The Ascend Financial Group team offers unmatched depth and diversity of expertise and expert experience throughout the whole spectrum of financial planning. We collaborate with clients, establishing a relationship based on service facilitating goals of prosperity with an abundant mindset. The services offered by Ascend Financial Group are: ‐ Superannuation Advice, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self‐Managed Superannuation Funds ‐ Retirement Planning including aged care and Estate Planning ‐ Life Insurance Advice, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance ‐ Budgeting Advice, including writing up a budget to achieve your goals. ‐ Mortgage Advice, including restructuring your mortgage to pay it off quicker
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