Wealth Creation

At Ascensis our team of highly skilled wealth strategists look for opportunities to create long term wealth for you the client. By looking at your long term wealth goals, we are able to identify the key areas where we can make these goals achievable for you.

Our wealth creation services include:

  • Direct Share Investments
  • Managed Fund Investments for Overseas Companies / Infrastructure
  • Investments and Alternate  Investments
  • Managed Funds Investment Strategies
  • Super Fund Consolidation

Self-Managed Super Funds

At Ascensis we provide a complete self-managed super fund accounting and administration service. You will also receive investment advice from our specialist advisors as well as Estate Planning and property investment advice.

Most importantly, you will have the peace of mind that your Fund will be looked after by experts who will ensure that the Fund is fully compliant at all times.

Retirement Planning

Many Australians will spend more than a quarter of their life in retirement, and in reality some will live in poverty if they rely on the age pension. It is important that you implement a retirement plan early in life to avoid this prospect.

At Ascensis we work with you to develop budgets and investment plans, help you set and achieve your short term / long term goals to give you the retirement you deserve.

Estate Planning

A common question we get asked is "How do I ensure my family is financially protected if I die?"

At Ascensis we care about you and your family and we are here to answer any of your questions, as well as put plans in place to ensure that your assets are protected when transferred to your family.

Our Estate Planning services include:

  • Developing a plan as to the best way to protect the value of your assets and ensuring that your wishes are met.
  • Advising on the need to have valid Wills and Powers Of Attorney in place.
  • Advising on the use of Testamentary Trusts for tax management.
  • Intergenerational Family Wealth Transfers
  • Succession Planning

Risk Management

Have you ever wondered what would happen to you and/or your business in the event of death, disablement, a trauma event or an accident or illness?

Having personal insurances in place for you as an individual or as a partner/director or shareholder of a business, protecting your wealth for you and your loved ones should be foremost in mind. After all, you are the most important asset in producing income for your family and/or your business.

With the continual popularity of investing in property in Self Managed Super Funds (SMSF's) it is important that liquidity and debt issues are addressed. This is a complex area and we can recommend strategies to address this important issue.