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financial security home loan repayments retirement income plan investment strategy income protection retirement goals lifestyle goals estate planning needs dreams becoming reality insurance

There's many important elements of our lives we forget to consider, though it's never too late to start planning your financial and lifestyle future.

Our goal is to help you effectively work towards both your financial and your lifestyle goals, whatever your stage of life.

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How Can a Financial Advisor Help You?

Find out more about the financial planning process and how we can help you.

How We Can Help You

An extensive range of financial planning solutions aimed at helping you reach your lifestyle and financial goals.

Wealth Management

Develop strategies towards reaching your financial and lifestyle goals, including investment planning, pre-retirement planning, SMSFs and more elements of your situation.

Australian family at their insured home.

Insurance

Insurance solutions for personal and business situations. We offer an exteneisve range of financial protection options, focusing on the best choice for your unique circumstances.

Grandpa talking about savings and superannuation to his grandson.

Personal Super

Personal superannuations solutions, including the option to diversify your superannuation investments while we take care of all of the administration for you.

Market News

Stay informed with reguarly updated news from Ascend Financial Solutions.

ATO reviewing all new SMSF registrations to stop illegal early access

e ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.

Compliance documents crucial for SMSFs

ilure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.

Investment and economic outlook, October 2024

e latest forecasts for investment returns and region-by-region economic outlook.

Leaving super to an estate makes more tax sense, says expert

is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.

Contact Us Now

Get in touch with us for quality financial advice and to book your complimentary first meeting.

Phone:
(08) 9240 6060
Fax:
(08) 9240 6064
Street Address:
Unit 12a/33 Delawney Street, Balcatta, WA 6021
Postal Address:
PO Box 1224, Osborne Park DC, WA 6916
View our opening hours and more contact details ›

Send Your Enquiry

Send through your message and we'll get back to you as soon as possible.

Your financial security home loan repayments retirement income plan investment strategy income protection retirement goals lifestyle goals estate planning needs dreams becoming reality insurance