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Dynamic Financial Solutions

Overview:

Dynamic Financial Solutions is a friendly and professional financial planning practice. We pride ourselves on the solutions we provide to our clients, on our long-term relationships with clients, and on the qualities of our staff.

At Dynamic Financial Solutions, our aim is to develop the best financial solutions to match your particular circumstances.

Our advisors work with you to understand your financial and lifestyle goals so they can offer tailored financial advice and provide long term strategies. They can also assist you with the monitoring, reviewing and adjustment of those strategies over time to give you the best chance of meeting your goals.

The range of financial needs our advisors consider to provide a tailored solution include:

Growing your Investments
Investment strategies to suit your long term objectives, with recommendations appropriate to your financial situation, investment time frame and attitude to investment risk.

Super and retirement planning
Considers various superannuation savings strategies, suited to your financial position and retirement goals.

Protecting your wealth
Involves using insurance to protect your financial security against events beyond your control.

Managing debt
Involves making the most of debt to build wealth.

Developing tax effective strategies
Considers strategies suited to your personal situation, to build wealth in a tax effective manner.

Estate Planning
Involves creating security for your beneficiaries to ensure all assets are transferred in the most effective and efficient manner.

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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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