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Chess Financial Services Pty Ltd

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Chess Financial Services Pty Ltd

Overview:

Very simply, we provide advice. We provide advice to help people reach their financial goals and achieve their financial ambitions.

We provide advice on:

  ь   Life Insurance
  ь   Investments
  ь   Superannuation and Income Streams.

These areas allow us to help our clients to:
  ь   Protect themselves, their family and their assets
  ь   Create long-term wealth
  ь   Successfully plan for a financially healthy retirement.

Therefore, we’ll be happy to help you if you’re:
  ь   Thinking of the ongoing financial well-being of you or your family
  ь   Changing jobs or looking at your employer’s superannuation plan
  ь   Looking to consolidate your superannuation accounts
  ь   Looking to invest a lump sum of money or your surplus income
  ь   Trying to fund a specific goal
  ь   Concerned about how your finances, and debts, are structured
  ь   Trying to minimise your taxation position
  ь   Thinking of retiring now or in a few years time
  ь   Already retired and looking to make the most of your investments
  ь   Looking to maximise your Centrelink benefits
  ь   Ready to have your financial position reviewed on a regular basis.

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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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