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The relationship opens with a thorough understanding of your current situation. This is a critical step to clearly identify the resources available and what you wish to achieve. This may be as simple as improving cash flow to developing a complex income-stream strategy within your self-managed superannuation fund. Generally our clients use a range of our consulting services throughout our partnership with them, including:
Earning, creating and protecting income;

Wealth creation through the acquisition of top-quality assets;

Structuring business and investment assets for the most efficient outcome;

Utilising self-managed superannuation funds as the focus of long-term wealth accumulation, protection, retirement income and asset transfer;

Estate and succession planning to ensure the smooth transfer of wealth between generations; and

The creation and management of efficient income streams in retirement centred on the use of superannuation.

Once your objectives have been clearly identified and implemented we continually monitor and review them to ensure that they remain relevant in our dynamic world.

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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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