Summary

The importance of a guide Your financial life is a journey full of choices and opportunities. The decisions you make along the way can have a big impact on not only your current lifestyle but also your future prosperity and your family's wealth into the future. Like all successful mountaineers, the value of a guide to walk with you, guiding your choices can assist you in staying on track and ultimately achieving your goals. At Ascent we will be your guide by- - Spending a lot of time building an understanding of where you are now and where you want to go, and WHY this is important - We then interpret current law and the environment to build strategies to take advantage of the opportun

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

FChFP Grad January 2018