Additional information

Mission statement:

Our Mission at Dynamic Financial Planning is to help our clients:

v   Organise their financial affairs

v   Create and protect wealth during working years

v   Achieve peace of mind and financial security in retirement

v   Gain quality affordable advice

Profile:

We provide specialised advice in the areas of:
                Lifestyle Financial Planning
                 Savings & Wealth Creation
                 Superannuation & Rollovers
                 Salary Packaging
                 Self-Managed Super Funds
                 Margin Lending
                 Insurance & Wealth Protection: Life, Income Protection, TPD & Trauma Insurance
                 Regular ongoing reviews
                 Seminars

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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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