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Gordon and Gray Personal Wealth Advisers

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Gordon and Gray Personal Wealth Advisers

Overview:

At Gordon and Gray, we believe a successful relationship is best achieved by partnering with a qualified financial planning specialist. When we work together the guiding principles we abide by are as follows:
To understand your current financial position.
To establish your financial goals and the timeframe in which they are to be achieved.
To deliver individually tailored advice with recommended actions to achieve your identified financial goals.
To provide you with financial education and the opportunity to discuss our advice so that your decisions are always informed and made with confidence.
To ensure you receive the highest quality financial advice our financial consultants hold the highest professional qualifications and participate in continuing professional education. All of our financial consultants are Certified Financial Planners and hold a Commerce Degree from the University of Newcastle.
To provide you with a disciplined and structured process of ongoing service and review.
To clearly explain all costs involved and deliver value for money.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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