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Ascot Vale

Accountancy & Tax Planning

NATCORP Financial Services Pty Ltd

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NATCORP Financial Services Pty Ltd

Mission statement:

To maintain the highest level of intergrity and professionalism in the conduct of ourselves and our business.

To prove a level of service to our clients at a standard which is consistently higher than the industry benchmarks.

To continually research and develop products which will allow us to provide the very latest services and systems to our clients.

To maintain the ability to supply independent and quality financial advice.

To educate and assist all of our clients to create the lifestyle they seek.

To select our clients on attitude and belief... The attitude that they want more out of life and the absolute belief that together with Natcorp they can get there.

To make business relationships both fun and enjoyable for all concerned.

Overview:

The Financial Planning Process

Financial Planning Industry have adopted the definitions of financial planning as:

"Financial Planning is the process of providing advice and assistance to a client for the purpose of achieving the client's goals"

Financial Planning is a comprehensive process that encompasses and intergrates the following:

   Investments
   Risk Management and Insurance >>
   Superannuation / Retirement planning >>
   Taxation
   Estate Planning

Natcorp Financial Services follow these steps of the financial planning process:

   Collection and assessment of personal and financial data
   Identification of goals and objectives
   Identification of financial problems
   The provision of a written report with written recommendations
   The coordination, placement and implementation of personalised recommendations
   The provision of regular monitoring, reviews and planning updates

All information will be held in the strictest confidence.

Information provided by you may be used to provide recommendations that are specific to your stated financial goals and objectives, It is therefore essential that you provide us with current and accurate.

Vision:

To ensure our clients have access to the very best, most comprehensive and most up to date products and information available in the financial services industry.

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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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