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MKJ Financial Services Pty Ltd

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MKJ Financial Services Pty Ltd

Overview:

Financial Planning

Financial planning is not just about investing. It is about matching your personal and financial aspirations with your time frame and financial capability and establishing a path to ensure these factors come together.

The application of this process can take many forms and be relevant at many stages of your life.
Such as:
Wealth accumulation and maintenance
Pre-retirement planning
Post-retirement planning (including Centrelink issues)
Gearing and tax effective investment
Estate Planning
Wealth Protection and Risk Management

Research

In today's complex environment, issues such as economic conditions, taxation and globalisation, it is vitally important to have access to substantial research on issues which may impact upon your financial decisions.

For this reason, we utilise the resources of Pivotal Financial Advisers research department, which provides comprehensive research on investments, taxation, legislation and the economy.

Portfolio Monitoring & Review

Given the increasingly volatile state of world markets, it is vitally important that, if you are to achieve your long-term objectives, your portfolio be monitored and "fine tuned" to take advantage of opportunities as they arise.

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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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