Services
Ascendancy Planning – We have been authorised to provide financial and investment advice by Bluewater Financial Advisors Pty Ltd AFSL 411846. Our team of highly trained and specialist advisors are able to develop customised solutions that will set you on your path to financial freedom.
Investment Advice
We have a wide range of investment products and services we can recommend. We ensure that any product is backed by sound research and is best suited to meet your financial goals.
Administration Services
After we have provided you with your investment advice, we can provide first class administration services that allow you to track and monitor the performance of your investments.
Individual Support
Personal, ongoing, individual support. At Ascendancy Planning, we won't treat you like just another file number. You benefit from being able to contact our team at any time – you won't be directed to a call centre or have to deal with "nameless nobodies".
Self Managed Super Funds (SMSF)
We have SMSF specialists that can provide you with SMSF advice. This includes establishment advice where the advisor will work with you to determine if a SMSF is suitable for you.
Personal Insurance
We believe that having adequate insurance cover is a must. However we balance this with the day to day cost for an event that might not happen. By the time you take out insurance you will be happy with the level of cover and the cost you will be paying.
Investment Property
We believe that investment property, as part of a diversified portfolio, can really enhance the returns overall. We will provide you with an opinion as to whether property is suitable for you based on your risk profile.
You will need to select your own property as we do not sell property and we are not associated with property developers.