Ascend Financial Solutions is a reputable financial advisory firm dedicated to helping individuals and companies achieve their financial and lifestyle goals. With a strong focus on financial literacy and personalized advice, the team at Ascend works diligently to provide quality financial planning services. Led by experienced professionals Peter and Brett, who have extensive backgrounds in financial services, Ascend is committed to guiding clients towards true financial direction and asset protection.
Founded in 1987, Ascend Financial Solutions has a rich history of delivering sound financial advice and risk management solutions to its clients. The firm’s philosophy revolves around assisting individuals at any stage of life in planning for their financial future. Whether it’s retirement planning, investment strategies, or insurance needs, Ascend aims to provide comprehensive services tailored to meet each client’s unique requirements.
Ascend Financial Solutions operates under Synchronised Business Services Pty Ltd, holding Australian Financial Services License 243313. With a strong emphasis on community involvement and client well-being, the team at Ascend is dedicated to providing top-notch financial guidance and support. By combining expertise, passion, and a client-centric approach, Ascend Financial Solutions stands out as a trusted partner in helping individuals and businesses work towards a secure financial future.