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Doran Financial Services

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Doran Financial Services

Overview:

Everybody dreams about being financially secure. Unfortunately, most people don't have a plan to help them achieve it. That's why it is so important to get the right financial advice.

At Doran Financial Services the professional advisers can assess your financial situation, help you identify some realistic goals and put in place the plan to help you reach those goals. We focus on providing personal solutions for all clients, many of our clients have been with us for over 20 years, through delivery of consistent, quality service from our dedicated team.

How we can help take control of your financial future
The first thing we do is listen. The only way to get a clear understanding of your financial needs is to spend time with you, either in your home or business or at our office. Then we develop a financial plan, explain it to you and discuss any changes that you may want to make.
Then comes the exciting part - actually seeing your plan starting to work as you take the journey towards your financial goals, whether they be:

       Protecting your lifestyle
       Insuring your income
       An income in retirement
       Investing to build wealth
       Savings plans for your children's education and future
       Superannuation options for your business or personal situations
       Tax efficient planning for your total financial situation

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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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