Ascension Financial Services is a privately owned financial planning firm based on the Sunshine Coast, catering to clients across various regions in Queensland. As a member of the Association of Independently Owned Financial Professionals, the business prides itself on offering tailored and comprehensive financial planning services. With a focus on honesty, integrity, and client-centric solutions, Ascension Financial Services aims to simplify the often daunting process of financial decision-making for individuals and families.
specialising in customised financial planning, Ascension Financial Services operates on a flat fee structure rather than a percentage of funds under management. This approach ensures that clients receive advice that is specifically tailored to their unique needs and goals. By being aligned with the Financial Planning Association of Australia and not tied to any banks or financial institutions, the business prioritizes client interests above all else, providing unbiased recommendations based on individual financial objectives.
With a commitment to building long-term client relationships and offering ongoing financial planning services, Ascension Financial Services emphasizes the importance of a strong planning process to achieve financial security. Clients benefit from a hands-on and personal approach, annual reviews of investment performance, and access to a secure online platform for monitoring investment and pension accounts. By providing practical solutions and guidance in an easy-to-understand manner, Ascension Financial Services aims to empower clients to make informed financial decisions with confidence.