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Advisory Group Pty Limited
 
 
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Financial planning advice helps you plan and manage your money to work towards making your dreams and goals become a reality. Whatever your situation, there are 7 key building blocks (sometimes called ‘strategies’) that we can use, in combination, to help make the most of your money.
Overview: 

Wealth Protection
Wealth protection is all about reducing the risks associated with wealth accumulation and the protection of what you have already acquired.

You may be thinking ‘who needs life insurance?’ Simply, if you have a family who is financially dependent on you and/or have debts that are serviced from your income alone, you should consider the peace of mind life insurance may bring. Obviously, the greater your financial obligations and the more dependants you have, the more insurance you may need to protect your assets and your family’s financial security.

Life is full of uncertainty and often the unexpected can occur. The death, injury or illness of a loved one can place an enormous strain on a family both emotionally and financially. Have you considered how your family would cope financially, if something were to happen?

Having a financial safety net in the event of sickness, disability or death can help ensure you and your family are protected during a difficult time.

Retirement Planning
Thanks to better health care we are living longer. This means that some Australians will spend more time in retirement than in the work force. You’ll need money to fund your retirement – and a fair bit of it. The good news is that there are actions you can take while you are working, as you are easing into your retirement and when you are fully retired that may assist you to reach your retirement savings goals and help make your money last you through retirement.


 
 
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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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