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360 Financial Vision

Mission statement:

Providing service with integrity to be our clients’ most respected professional advisers.

Overview:

360 Financial Vision was created from the fusion of JR & Co Financial Solutions in Macksville and Tax Busters in Coffs Harbour. More than 30 years experience and service to our diverse client base across all aspects of public practice from small to large business and individuals means we have the runs on the board.
We are a people business. We are passionate about our clients and their efforts to succeed. We are passionate about the profession in which we work and we are passionate about our team of highly skilled professionals. Enthusiasm for our work and a strong desire to serve our clients’ needs means that becoming a client of 360 Financial Vision can be a life changing experience. What others see as difficult, we take in our stride. Present us with problems, we provide solutions.
We care for the financial health of all our clients and we partner with them to make the very best of opportunities as they arise. We are strong believers in planning for success. Wealth creation, asset protection and retirement income planning are goals we share with our clients. From business structuring, taxation and superannuation, to investment, personal insurance and Centrelink planning, we have the skills, experience and commitment to deliver optimum financial solutions for our clients.

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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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