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Risk Insurance

Whether it is an impending marriage, your first house or the pitter-patter of little feet, a change in lifestyle is the perfect opportunity to take stock and realise what is really important. As much as we like to think that such things only happen to other people, accidents do occur, tragedies do arise and the most carefully laid plans can go astray. If misfortune should befall you, it’s crucial that the emotional and physical burden is not made worse by financial concerns.

Risk management like life, trauma or income protection, risk insurance provides a much needed financial recovery plan. A key feature is flexibility, with policies which cover accidents, illness and unforeseen income loss as well as policies specifically tailored to self employed people. Whatever your circumstance, TAG Wealth Solutions can assist you in determining the most cost effective cover for you, your family and your business.

MLC Insurance Gap calculator
Debt Management

Let’s say it’s your first property, a university degree or overseas travel. Debt is a fact of life and something we must manage. TAG Wealth Solutions can advise on debt management strategies such as debt consolidation, debt recycling or gearing strategies. With a myriad of options available, TAG Wealth Solutions will guide you on the best way to manage your debt, avoid some common pitfalls and most importantly, how to use your debt to your advantage.
Superannuation

For many of us, the concept of Super is a little overwhelming: we regard it as a politician’s word, something we confine to the “too hard” basket. As we continue to live longer and longer however, the need to provide for our retirement is of the utmost importance. The earlier you start, the more you reap the rewards in your twilight years. And let’s face it, after a lifetime of work, you deserve to be able to relax, knowing that your finances are in order. Your retirement savings grow as investments are diversified in shares, property, fixed interest and cash. A distinct advantage of Super is the fact that you receive favorable tax treatment, thus increasing the potential pay out in retirement. Let TAG Wealth Solutions sift through the complexities to help facilitate a fruitful retirement.
Wealth Creation

At the end of the day, the name of the game is accumulating wealth for you and your loved ones and TAG Wealth Solutions is on hand to steer you towards the investment strategy. Whether you’re single or married with 6 kids, a shoe stringer or financially sound, a tailored investment plan is paramount. Taking into your account your specific financial profile, TAG Wealth Solutions strives for returns and diversification. Our proven investment approach involves a portfolio that is made up of both domestic and/or international equities, property, fixed interest and cash.
Retirement Planning

Planning for retirement isn’t exclusively about super of course; the path to financial freedom encompasses all sorts of investments. A financial planner can sift through your options and help you identify the best way to make sure your retirement is exactly as you’d expect it to be. Whether it be super, ordinary money, or annuities, TAG Wealth Solutions can structure and source the best available plan for you.


 
 
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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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