FINANCIAL PLANNING
ACCOUNTING
Specialising in Investment Structuring & Advice, SMSF & Accounting, Personal Insurance
ADVICE
AREAS
INVESTMENT STRUCTURING
How should you hold your investments? For example should you hold your investment property in a family trust, should you hold it as an individual, maybe using your super in a SMSF would be best option?
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Everyone's circumstances are different and our friendly advisors will be able to provide you with quality personal advice.
SMSF ADMINISTRATION & ADVICE
Our qualified SMSF accountants and tax agents take care of all your SMSF administration. We are also licensed to provide full SMSF advice, so whether you are looking to make additional contributions or start a pension, we are here to give you the guidance required for the best outcome.
INVESTMENT ADVICE
Our advisors are licensed to provide investment advice on a wide range of products and investments. We will work with you to determine what level of risk you are happy with, provide you with investment education and monitor and assess your investment portfolio during the year.
ACCOUNTING & TAXATION
Whether you have an individual tax return or business accounts, our qualified accountants and licenced tax agents will ensure you receive the best business and tax advice.
PERSONAL INSURANCE
Do you have adequate cover? Are you paying too much for your current cover? Our advisors are here to ensure you and your family have the best financial protection suited to your needs.
OUR VISION
Our vision is to be the best advisors to our clients. We want to add value to our clients financial wealth while ensuring wise and considered investment decisions are made.
We are always respectful of our clients money and understand the responsibility that we have been entrusted with.
Our goal is to be innovative with the investment models and risk management systems and always seeking better outcomes for our clients.
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OUR Companies
Our Financial Planners take care of many Australian families and individuals ensuring the right financial planning advice is provided.
Our advice first and foremost is practical and easy to understand – providing peace of mind and confidence – from the start.
Our accountants and superannuation specialists take care of many Australian families and individuals ensuring the structuring, compliance and administration of their self-managed super funds are done right – providing peace of mind and confidence.
You are in good hands with Strategic Super
CONTACT
ASCENDANCY GROUP
OUR ADDRESS
For any general inquiries, please fill in the following contact form:
