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TIS Financial Planning

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TIS Financial Planning

Profile:

The team at TIS Financial Planning is focused on delivering exceptional service and advice. We believe that building a solid foundation will hold us in good stead to fulfil our goal of being a professional and respected financial planning practice

Overview:

We offer a range of services which are tailored to your needs. It is important that they include:

Investment Planning - recommending the right investments for now and for the future, matched to your individual needs.

Cash Management and Budgeting - reviewing the management of your day to day finances, and recommending strategies to help you save more effectively, or better manage your borrowings.

Tax Planning - analysing your particular circumstances and recommending investment strategies which can provide tax effective solutions for your portfolio.

Superannuation - recommending strategies for investing in super, which can maximise the tax benefits to you and best provide for your needs in retirement.

Retirement Planning- ensuring that your investment plans- both current and future will allow you to maintain your desired lifestyle in retirement.

Planning for Business Owners - advice in business strategy, succession planning and retirement planning tailored to the special needs of small business owners.

Insurance - reviewing any existing personal insurance arrangements you or your family may have and recommending the policies best suited to your near and long term needs.

Estate Planning - structuring your investments to best provide for your family to allow you to leave a legacy according to your wishes.

Government Benefits - analyse your financial circumstances and recommend investment strategies which will make the best use of your entitlements for government benefits such as Centrelink Pensions.

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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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