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The Moneywise Group

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The Moneywise Group

Mission statement:

mission is to ensure his clients have the best lifestyle their money can buy.

Overview:

The Moneywise Group has been committed to helping people discover the pathway to financial independence since 1997. We offer financial peace of mind and the best lifestyle your money can buy.

We specialise in the full range of financial services: we recognise that an individual's financial needs go beyond fulfilling a basic need such as a car loan or a home loan; a fully researched and evolving financial strategy is vital to keep abreast of new opportunities in our modern world.

A Moneywise Action Plan (MAP), a personally tailored strategic financial action plan will include cash flow management, loan reduction strategies, investment opportunities, tax strategies, insurance reviews, superannuation and retirement strategies, estate planning and wills, gearing strategies and funding plans for lifestyle commitments such as home renovations, children's education, birthdays, weddings, holidays etc.

The Moneywise Group has affiliations with qualified and experienced experts to ensure our clients are kept up to date with all aspects of our complicated financial world. Prior to any recommendations being made, an assessment is carried out to develop a comprehensive picture of your needs and plans; then a strategy is formulated into an action plan to save money on interest and fees, to maximise opportunities, to protect assets, to enhance lifestyle, to relieve stress and to build long term financial independence.

The Moneywise Group is committed to a lifelong relationship with you through ongoing support and information on emerging trends and new products to build financial security and improve your lifestyle.

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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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