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Terry Duveen & Co

Overview:

We specialise in providing a range of financial services including superannuation and accounting services for professional persons, mainly medical practitioners.

Our focus is wealth creation for our clients.

We work on a fee for service basis only. We never accept any commissions or brokerage from other service providers - instead we pass on these savings to you.

Our approach allows us to be completely independent to act in the best interests of our clients.

Detailed services include:

   Taxation advice
   Superannuation establishment and advice
   Superannuation audit (small funds)
   Advice on leasing, Corporate Hire Purchase and other forms of finance
   Accounting and bookkeeping services and advice using MYOB and other software
   Financial modelling using spreadsheets to ascertain optimal outcomes
   Company secretarial services

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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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