Looking For Great Financial Planning?

About Us

Ascendancy Planning – Our Financial Planners take care of many Australian families and individuals ensuring the right financial planning advice is provided. Our advice first and foremost is practical and easy to understand – providing peace of mind and confidence – from the start.

Personal Attention

We get to know our clients well.That's how we deliver a personal service. When you call, you talk directly to us; not to a call centre. Your financial advice is provided by YOUR financial planner, they will take the time to understand you and your requirements.

Confidential Service

Financial Planning can be a delicate topic even in the family. We adhere to strict policies to safeguard your information and protect your privacy.

Tailored Investment Strategies

Our investment strategies are tailored to your individual circumstances to ensure you receive maximum benefit and your expectations are met.