Helping You Build, Manage and Preserve Wealth
Ascendia Investment Advisers is a boutique investment management and financial advice practice specialising in portfolio management, SMSF investment strategies, wealth accumulation and retirement planning.
We work with wealth accumulators, professionals, business owners, SMSF trustees, pre-retirees and self-funded retirees seeking personalised advice and ongoing portfolio management.
Our approach combines disciplined portfolio management with strategic financial advice to help clients build wealth, manage risk and achieve their long-term financial objectives.
As part of the broader Ascendia group, our advisers work closely with accounting and legal professionals when appropriate, helping clients benefit from coordinated advice across investment, taxation, superannuation, estate planning and business matters.
Investment Portfolio Management
Professionally managed investment portfolios tailored to your objectives, risk profile and long-term financial goals.
SMSF Advice & Investment Management
Strategic advice, SMSF establishment and professional investment management focused on building and managing retirement wealth.
Financial Advice & Retirement Planning
Personalised financial advice supporting wealth accumulation, retirement planning and ongoing financial decision-making.
Contact our portfolio management, investment advisers, and tax effective asset accumulation team today. You'll find an Ascendia office near you in North Lakes, Noosa, and Maroochydore
Why Clients Work With Ascendia
- Boutique and personalised service
- Experienced investment professionals
- SMSF expertise
- Strategic financial advice
- Ongoing portfolio management
- Access to coordinated accounting and legal expertise
- Long-term client relationships
Investment Management Case Studies
Planning your retirement...
"I need my superannuation invested in a way that provides me with a regular income but without high risks..."
Building your portfolio...
"With only 10 years until retirement, I need an investment team I can trust to grow my portfolio at a steady pace..."
Investing your compensation...
"After being injured in a sporting accident, I need someone to manage the compensation funds / capital very carefully..."