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

Wealth Creation Services

01 Self-Managed Super Funds

At Ascensis we provide a complete self-managed super fund accounting and administration service. You will also receive sound investment advice from our specialist advisors helping you to achieve your retirement goals sooner.

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

02 Retirement Planning

Many Australians will spend more than a quarter of their life in retirement. Yet the reality of relying on the age pension will result in ongoing financial struggles. 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 and long term goals to give you the retirement you deserve.

03 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
04 Risk Management

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

Having personal insurances in place for you as an individual or as a partner/director or shareholder of a business protects your wealth for both yourself and your loved ones. This should be at the forefront of your mind as after all, you are the most important asset in producing income for your family/ 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.

05 Gearing

Let our experts at Ascensis assess whether gearing can assist you to attain greater returns on your investments and achieve your retirement goals sooner.

Whilst the use of finance for investments is not for everyone, we are able to assist those with the risk appetite to accelerate their investment returns.

06 Budgeting

We believe developing a plan to achieve your short term and long plan goals is just the start, without discipline and a budget throughout your journey it will be difficult to execute that plan.

We have an enthusiastic team that will help you decide what you want to spend your money on and what you can save.