About Ascensis

The Ascensis Advantage

Ascensis is at the forefront of innovative investment, accounting and taxation solutions.

We are a boutique firm holding our own Australian Financial Services Licence (No. 309418). This enables us to offer our clients exclusive opportunities to participate in investment strategies unique to our firm.

We are prudent in applying the fundamental principle in wealth accumulation of achieving maximum returns whilst managing risk.

An important part of wealth accumulation is tax management. At Ascensis we have in-house tax expertise enabling us to tailor investment tax structures to manage your tax liabilities to your advantage.

 

Our Core Values

The core values of Ascensis are:

  • Operate ethically with the highest level of integrity
  • Listen to and understand our clients' needs
  • Treat our clients with dignity and respect
  • Apply prudent financial and business strategies
  • Value, encourage and support our employees
  • Be economically, environmentally and socially responsible

Our Mission

At Ascensis we are committed to providing innovative wealth management and accounting services of the highest standard focused on achieving client financial and life goals.

 

Frank Prez - Principal

 

I founded Ascensis Wealth and Ascensis Accounting in 2007.  Prior to that I had about 30 years experience in a number of Accounting and Wealth Management firms.  I have always specialised in advising small business clients in the management of their business, recommending tax strategies and developing wealth accumulation plans to ensure that my clients had the financial resources for an enjoyable retirement.

At Ascensis I now lead a small team of business services and wealth creation specialists and my current passion is to ensure the business success of my clients and looking after the accounting, compliance and investments for the many superannuation funds of my clients.

I am very proud of the quality of the service my team provides to all our clients and this is confirmed by the many testimonials we have received.

In my personal life I enjoy travel, running, hiking, cycling and of course riding my Harley.