Business Summary
Ascentis Financial Services is a locally owned and operated business providing a holistic approach to all of your financial planning needs.
About Us
We strive not only to meet the needs of our clients but also to surpass their expectations in service. Being part of RWG Accountants & Advisors based in Southport on the Gold Coast, Queensland, allows us to provide a more diverse range of services to our clients.
Our team boasts qualifications and memberships including Certified Financial Planner, Certified Practising Accountants of Australia and Diploma in Financial Planning. Overall this makes for a very experienced and dedicated team of individuals willing to assist with any queries.
What We Do
Financial Services - Investment
Personal Financial Planning
- Investment Advice
- Managed Share Funds. Australian/International/Property
- Small Companies
- Superannuation (Self-Managed Super Funds)
- Regular Savings Plans
- Geared Savings Plans
- Margin Lending
- Direct Shares
- Retirement Planning
- Tax Minimization Strategies
Personal
- Term Life Insurance
- Total & Permanent Disablement
- Income Protection
- Business Expenses Insurance
- Trauma
For Small Businesses
- Key Person
- Buy/Sell Insurance
- Strategy Advice
- Centrelink Advice
- Aged Care Advice
- Cash flow Monitoring
- Mortgage Reduction