Financial Planning

We are independently licensed certified financial planners, investment advisers and wealth managers.

We can with you to help you develop your lifestyle through prudent investment advice and financial and investment strategies to build and manage your wealth.

Based at our Noosa & Brisbane offices, our firm uses the research services of a number of well known financial institutions, combined with ascendia accounting’s intimate knowledge of your financial situation to ensure any advice is both tax and investment effective and most appropriate to your circumstances and objectives.

a structured process

We use a clear and effective process to assist you to get the best possible advice to suit your requirements:

Consultation with you to ensure we understand you and your objectives.
Research and development of individual strategies within your overall plan.
Presentation of the initial ideas and approaches for your feedback to ensure we have fully understood your requirements and preferences and obtain any additional feedback as may be required
Documentation of your plan
Final presentation of your investment / financial plan
Implementation of aspects directed by you incorporating any amendments you may make
Ongoing asset management and administration including regular management and advisory reports and implementation / administration as required.

flexibility & choice

We are not restricted to the products of any one provider. rather, we have developed and continue to review our revommended assets across all investment types. this list, compiled within Professional Investment Services, features the ratings offered by such groups as Morningstar, Van Eyk and Assirt. The role of the Financial Planner is then to maximise the benefit to you by matching strategies and facilites to achieve your goals. We therefore have the flexibility to use all opportunities possible to create the right portfolio for you.