Experienced & Professional Financial Services
Ascension Financial Services offers a wide range of life insurance, investment and retirement planning strategies to help you achieve your financial and lifestyle goals.
years of experience
Sound
Financial
Advice
Financial Planning that puts your interests first!
We are a financial planning firm specialising in customised, comprehensive financial planning.
We offer a flat fee, rather than a percentage of funds under management. This allows us to provide advice that is tailored specifically to suit you and your needs.
Being a member of the Financial Planning Association of Australia, you will be working with a professional who puts your interests first.
Ascension Financial Services is not aligned with any banks or other financial institutions, we are solely driven by client needs.
Experienced
Financial Planner
Dean has over 20 years’ experience as a financial planner and has a broad knowledge of all areas, including personal insurance, retirement planning and tax-effective investment planning.
Financial Advice You Can Trust
With many changes happening in the financial planning industry, Dean is well positioned to present well-formed investment strategies and build long term client relationships.
We have no financial incentive to recommend a particular product, all recommendations are based on your goals. You will receive a hands-on and personal approach to help make informed decisions with confidence.
A strong planning process is the best way to achieve a more financially secure position. It is crucial to create a financial plan that seeks to protect your needs now, plans for your future and is tax efficient.
The preparation of your personal financial plan is the first part of our commitment to you. We offer an ongoing financial planning service including an annual review of the performance of your investments, updating Centrelink with any changes in your circumstances and the steps you need to take in order to continue to meet your financial objectives. You will have unlimited face to face, telephone and email access to your financial advisor.
You will be able to view your investment and pension accounts online through a portfolio administration service. This offers a platform with secure 24-hour access.
