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Southern Financial Strategies
       
 
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Southern Financial Strategies
 
 
Profile: 

Wealth Creation Strategies
A diversified range of managed share & property funds, direct shares and other investments to increase your wealth creation potential.

Superannuation Advisory Service
Advice on the effective set up and optimum contribution strategies of your superannuation portfolio for individuals, employers & companies to ensure your financial security in retirement.

Pre & Post Retirement & Redundancy Planning
Specialising in the investment, placement, tax minimisation and maintenance of superannuation rollovers and lump sum redundancies.

DIY Superannuation
Providing advice and assistance with the day to day management, compliance and investment strategies on SMSF's (Self Managed Superannuation Funds).

Gearing Strategies
Offering alternatives and advice on ways to leverage the equity in your home or other investments to accelerate your wealth creation potential and maximise tax advantage.

Tax Minimisation Strategies
Provide you with options and alternatives to minimise your various tax liabilities, look for any available tax advantages and ensure that your super and your investments and structured correctly.

Risk Insurance Analysis
An analysis of your current Insurance requirements to ensure lump sum funds are available in the event of an accident, illness or untimely death!

Insurance Risk Analysis
Researching from over 10 approved insurance policies for specific suitability, cost effectiveness, benefits and features and claims paying ability to match your peronal situation..

Portfolio Modelling/Analysis
Children's Education Plan
Budget Planning
Family Estate Plan
Overall Investment and Financial checkup
Overview: 

The advisers at Southern Financial Strategies are qualified to give Financial Planning, Investment and Insurance advice to a wide range of individuals and companies. We have over 70 years experience in the financial planning industry. We are regularly attending courses and studying to increase the scope of Financial Advice available for our clients! Southern Financial Strategies possess the necessary experienced personnel and technology to provide you with a quality presentation, back up service, and ongoing review of all your Financial Planning needs.


 
 
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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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