Executives & Senior Professionals: check out our tailored service menu below - independent, fee for service.

Financial Planner CFP, CPA Accountant, Brisbane, Noosa, Sunshine Coast, Tax Planning, Tax Effective Investment, Asset Protection, Tax, Financial and Investment Advice CPA CFP, Fee for service, Independent, No commissions.

special offers

Financial Health Check 50% Rebate / Credit (full price $595): applied to your account with our financial planning or tax team, available to clients who are new to Ascendia from March 31 2010. Includes financial modelling of your current situation and ideas for future improvement. Normal price $595.

Insurance Needs Analysis - 50% up front discount - 100% rebate on asking us to organise any cover for you. Provides a comprehensive capital needs analysis showing how much and what types of cover you need - based on your personal situation - using state of the art software X-plan. This takes us 2.5 hours to prepare and is tailored to your situation, we normally charge $250 for this. Available to all Ascendia clients.

Free Independent & Personal Insurance Comparison Report - tailored to your cover amounts and types. Are you getting the best deal? Is your cover cheap but of low quality? How do the professional insurance policy analysts rate the quality of your policy? Is it worth the paper it is written on? Provided free to all clients engaged with Ascendia as accounting / tax or financial planning clients - report of cheapest and best insurance cover available in Australia using independent and most comprehensive insurance comparator. Find out the best policies and the cheapest policies etc. We pay to have this software - free reports to you.

Please consider our service menu at the bottom of this page below showing services most relevant to you - in particular relating to asset protection planning (it's not about insurance - it's about not losing your assets to a claimant).

service capability

We have solid experience of assisting executives and senior salaried professionals with certified financial planning, CPA Tax consulting and independent wealth management services as well as other more specific advice, including:

asset protection (protect your hard earned assets from professional liability risks)
tax effective asset accumulation (put aside your regular surpluses in a tax effective way, all asset types should be considered with super now more limited so should additional structured for investing)
tax and specific investment advice and services etc. (direct property, shares, exchange traded funds, capital protected loans to gear these - not just agribusiness opportunities)
personalised tax planning from February to April each year to ensure you have taken advanteage of all opportunities available in your personal circumstances are given proper consideration so that you are able to maximise your financial position - this is often done in the context of a 5 year financial plan (a plan that is cash - flow, budget and key investment accumulation driven)
Fee for service.

Our Brisbane and Noosa based professionals servicing the region from Brisbane to the Sunshine Coast offer substantial accounting, tax and certified financial planning experience and expertise in the provision of advice and administration in relation to executive and senior professionals':

employee share options and bonus schemes - how to get the most out of them and ensure the compliance is correctly treated so you don't either miss out on tax discounts available or alterntaively fail to report your obligations,
specialised executive superannuation offers (above the SGC where employer co-payments may be involved), and whether to make use of these or not,
golden handshake redundancy payouts - to take them or to take more leave - waht is the best fit for your circumstances often requires modelling your personal financial position,,
whether it is worthwhile in your situation to organise your own super instead of using the employer fund / your right to do this,
mechanics of setting up your own superannuation trust and organising roll-overs from old / existing funds and other administration needed to get it started,
ensuring you are not over insured, under insured or unhappy with the level of insurance and its expense, and obtaining the best amount and cover in the most tax effective way. Without financial substantiation of 2 years historical your Income Protection cover is an indemnity policy and subject at claim to proof if income levels - which may have altered since the policy is taken out or may be hard to substantiate if you have since structured your remuneration more tax effectively,
how to make the most of contracting opportunities.

By managing the tax affairs of our clients, as well as providing comprehensive certified financial planning services we are able to be proactive about the level of tax effective and alternate investment and salary packaging opportunities available.

Is there anything you can do now to improve your financial position? Find out by calling us - 1300 797 858.

Other references you may find useful if you are a legally responsible officer in your organisation:

ascendia rough guide to asset protection

selection of asset protection legal references (For a background to some of the issues)

If you would like to discuss this more please contact either Sherman Jenner, Andre Cox, John Caslin or David Barlow at Ascendia info@ascendia.com.au

service process

We provide a comprehensive financial service to allow a very busy person to simply make decisions and have us look after the records management, reporting (to you), and administration of assets as required. The foundation of our approach, enabling you to obtain comprehensive and client centred service, is the close cooperation between our tax accountant and certified financial planning teams and business processes.

In addition, although we have offices in Brisbane & on the Sunshine Coast at Noosa, we have staff members who travel across the region from Noosa to Brisbane and a strong technology infrastructure allowing us to provide these services to existing clients all around Australia. We currently have executive clients located in Perth, Melbourne, Canberra, Sydney, Brisbane, in regional centres and overseas. Our advice is fully documented and we provide close and high levels of support to assist you to investigate alternative financial and investment options.

Our service is analogous to the executive support team or the financial team at your work (where they support you in such work related decisions) – except its for your personal financial position.

It is surprising what a relatively small amount of investing can achieve if structured correctly and maintained over the long run. Our financial modeling can quantify the outcomes in your specific circumstances. So – call us today and make an appointment. It’s just a chat with one of our experienced consultants, at no obligation to get a truly professional opinion. We do not charge for the first appointment (45minutes).

Executives & Senior Professionals: check out our tailored service menu below - independent, fee for service.

special offers

service capability

service process

relevant services