Client Benefits

Discount Super Rollovers $350 each - Ascendia Investment Clients Only SAVE $$$

Monday, May 19, 2014

Limits and Conditions Apply. If you are using our Portfolio Management Services = we will do your rollovers at a fixed fee. Limits and Conditions Apply. Offer available to Ascendia Investment Clients of 2 years or more.

If you have been using our Portfolio Management Services for more than 2 years = we will do your rollovers at a discount fixed fee. 

Basically we will do your rollovers for $350 each. Limit 3 per client. And we do it right! No problems with the accounting later...

Excludes International Transfers - we do these but need to provide a quote after discussing the matter with you.