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Your first meeting is on us. Contact us today to book your complimentary meeting ›

Is your retirement covering everything you need? Call us today for quality retirement advice ›

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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.

Find out more

Your first meeting is on us. Contact us today to book your complimentary meeting ›

Is your retirement covering everything you need? Call us today for quality retirement advice ›

Don't have the time during standard office hours? Contact us to book an afterhours appointment ›

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.

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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.