aiding you to ascend your financial future to the next level
Financial planning shouldn't be something to be afraid of. At Ascend Financial Group, we pride ourselves on educating our clients so you can elevate your finances.
With our client-focused financial planning process, we make it our business to understand you and the centre of your goals.
To create, expand, and secure your wealth, it's critical to weigh your options and grasp how they affect the overall picture.
our financial planning process
Initial meet and greet
Our financial expert will have the chance to learn about your risk tolerance, preferences, needs, and obstacles as well as your main goals and objectives, as well as a reasonable course and schedule for achieving them.
strategy preperation
After learning about your priorities and ambitions, we will create a financial plan that is tailored to fit your needs and achieve your lifestyle goals and aspirations.
plan preperation
After we have completed your customised financial plan, it's time to get it all in writing so that you know exactly what was recommended, the fees involved, what you can expect from us and the steps to take to implement your financial plan. This document is called a Statement of Advice (SoA).
plan presentation
The next step is to meet with you to review the recommendations in the Statement of Advice. We will explain the recommendations to you in plain English so that you fully grasp the plan we are putting into place
implementing your plan
At this point, our team of experts takes over to complete the rest of the process on your behalf. Depending on the complexity of your situation, implementation can take days or even weeks. It is our goal to keep you informed throughout the process, and we have a detailed and active process to ensure nothing falls through the cracks
ongoing review
As soon as the plan is implemented, we'll continue to monitor your finances to make sure they stay on track and help you work towards your financial goals. By conducting ongoing reviews, this can be accomplished. As well as these ongoing review meetings, you are welcome to call or email us with any questions you may have about your finances.
Our service is based on establishing a quality relationship so that we can add genuine value to your changing circumstances. Throughout the process, you will receive support, allowing you to remain at ease.