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CPA

Financial Planning

Ascendia holds its own Australian Financial Services Licence (AFSL) and Sherman Jenner is a Certified Financial Planner and holds an MBA in Financial Management (UQ), in addition to other relevant qualifications. The financial planning team is also industry qualified and prides itself on providing a quality service in financial planning, investment advice and wealth management.

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

 

Offering service from Brisbane, Noosa and Mooloolaba, ascendia uses the research services of a number of well known financial institutions. Coupled with ascendia accounting’s knowledge of your financial situation, we 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:

  1. Consultation with you to ensure we understand you and your objectives.
  2. Research and development of individual strategies within your overall plan.
  3. 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
  4. Documentation of your plan
  5. Final presentation of your investment / financial plan
  6. Implementation of the plan as directed by you, incorporating any amendments you may make
  7. Ongoing asset management and administration including regular management and advisory reports and implementation/administration as required.

flexibility & choice

Being independently licensed we are not restricted to the products of any one provider, rather we have developed and continue to review our recommended assets across all investment types. All investment decisions are made with you in the context of financial compliance models and up to date research by peak bodies such as Lonsec and the Australian Financial Review. The role of the Financial Planner is to maximise the benefit to you by matching strategies and facilities to achieve your goals. We use all opportunities possible to create the right portfolio for you.