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Levis Private Financial
       
 
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Levis Private Financial
 
 
Overview: 

Our services are tailored to you exact requirement. The following services are a guide to the types of advice you might be looking for:

   * Self managed superannuation advice, set-up, administration &  compliance
   * Making and implementing the right retirement decisions
   * Maximising Centrelink entitlements
   * Aged care planning
   * Wealth creation strategies
   * Direct share portfolios and trades
   * Wealth protection
   * Business plans
   * Tax planning


 
 
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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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