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Investors’ Choice

Profile:

Investment Plans

Investment advice, ongoing monitoring and administration of your portfolio
Selecting quality investments suited to you
Tax-effective investment strategies and structures, including trusts and gearing
Investing for retirement to maximise super and retirement income
DIY super

Establishing a DIY super fund (a self-managed super fund or small APRA fund)
Ongoing advice, management and administration
Suitable structures and investments for a DIY super fund
Gearing strategies
Capital gains tax reconstruction for your existing fund
Withdrawing a pension from your fund during retirement
Ensuring you can tax-effectively transfer your fund’s assets when you pass away
Personal Insurance

Tailored personal insurance advice
Access to a range of insurance policies including income protection (salary continuance), trauma, life, total and permanent disability, and key person insurance
Business succession planning.

Overview:

At Investors’ Choice we offer financial planning and wealth management to business owners, directors as well as individuals and families.

We specialise in pre and post-retirement financial planning and business exit strategies, but our passion lies in working with people who have a real interest in planning their financial future.

Our financial planning philosophy is - plan to live, don’t plan to retire – so being able to enjoy life, not simply getting by, is foremost on our minds when providing advice.

Our point of difference is that we offer time rich financial advice. We achieve this by having fewer clients per advisor, allowing us to spend more time on each individual portfolio.

So whether it is advice on investments, or wealth management, call us for a confidential consultation without obligation.

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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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