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Active Wealth Managers

Overview:

Active Wealth Managers is a financial services company which provides financial advice to personal and corporate clients.

The group was established in June 2009, following a merger of two separate companies and is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd. Infocus Securities has close to 100 offices in many locations around Australia including fourteen here in Western Australia.

We provide financial Planning advice for individuals and businesses on Wealth Creation, Superannuation, Retirement Planning, Mortgage Management, Investment Strategies, Life Risk Insurance, Income Protection, Estate Planning and Debt Reduction.

Who are we?

The group is headed by Rod Stark (Director and Senior Financial Adviser) and Michael Berinson (Director and Senior Financial Adviser) with Lindsay McLeod also providing advice as Senior Financial Adviser and Travis Styles Financial Adviser / Finance Broker. Christine Berinson is our Practice Manager while Jamie Gibson provides Para planning support to the advisers and Cara Monteleone is our Customer Service Officer.

What can Active Wealth Managers do for you?

For most of us money, or a lack of, greatly affects us and determines whether or not we can fulfil our goals. Unfortunately, most people do not make the right financial decisions and thus cannot achieve their desired lifestyle. This is due mainly to a lack of guidance. At Active Wealth Managers we provide a wide range of expertise to help you make the right financial decisions.

Lifestyle goals

Are you in a position to achieve your lifestyle goals? Holidaying where you want. Owning the home and car you want. Spending time doing the things you want. Giving your children the best education. Retiring when you want.

Our mission is to provide our clients with total LIFESTYLE PLANNING in a caring and personable manner. Our advisers use their specialised knowledge of financial markets, legislation, taxation and investments to help you make the right financial decisions. We give YOU the tools and direction to build and protect YOUR wealth and ultimately achieve the lifestyle you desire.

Making the right decisions

Our advisers will help you:

Increase your lifestyle options
Make sensible investment decisions to build wealth
Manage your cash-flow (budgeting), boost your savings and make your money last longer
Consolidate your debts
Deal with the financial impact of change such as having children, divorce, illness, an untimely death, or changes in career direction
Manage superannuation and rollover strategies
Plan for your ideal retirement
Our Approach

Active Wealth Managers’ approach does not start with where you should invest your money. It starts with what is important to you. Without understanding you, working towards achieving your desired outcome would be difficult.

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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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