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Alex Scarfone
 
 
Overview: 

When the rains do come, the effective collection and channelling of this resource can help secure not only your short-term needs but eventually your long-term security. Water, needs to be distributed in the most effective way. Rain like Income is the source from which the water flows. As each pond builds up to an appropriate level (comfort level), excess water then moves to the next pond. Once the
next pond builds up, it also reaches its overflow level, then spills to the next pond. Eventually, as your short-term needs are satisfied, securing your long-term future becomes the priority and the water ends up in the final pond which we call retirement.

  At each level, protecting your resources becomes very important. Insurance against loss of assets or income means that your ponds of money are not drained leaving you financially “ worse off ”.

  The use of tax effective strategies and looking at what government benefits are available will help build wealth quicker. Generally speaking, longer term investments such as shares and property provide higher potential returns.Growth, income, and tax-advantaged features help quicken long-term wealth creation.

  Let us show you how we can assist you in securing your financial future.


 
 
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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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