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Forbes Financial Planning

Overview:

WELCOME TO FORBES FINANCIAL PLANNING GEELONG

Why do I need financial advice?

Whether we are conscious of it or not, we are all on a financial ‘journey’. Many of us will reach our financial destination and realise that the road to financial independence could have been less bumpy and a lot more rewarding had we “known what we didn’t know” i.e. had we sought the right financial advice. Life is hectic, and most of us have neither the time, nor the resources to fully educate ourselves and explore all the financial options available to us in order to make the right financial decisions.

And sadly some financial decisions made without seeking the appropriate advice can have irrevocable consequences. Quality, sound financial planning advice helps us take control of our financial destiny and therefore determine the lifestyle you will enjoy in the future.
How are we different?

At Forbes Financial Planning we work with clients where we are confident we can provide significant value to their financial well-being. We listen. We ensure that we understand ‘What’s important to you’ and what it is you are wishing to achieve in both the short and long term. We help build your financial road-map, tailored for your specific situation. We coach and guide you every step of the way.

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

We offer an initial consultation at our expense, no obligation to you, we know you will enjoy the experience. You will leave with more clarity, certainty and confidence about how you can make the right financial decisions.

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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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