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Planning for What Matters Most

Ascentis Financial Services provides clear, structured financial planning to help Australians make informed decisions and achieve their financial goals.

We deliver ethical, client-focused advice designed to protect what matters most and support confident long-term outcomes.

Speak With an Adviser

The initial phone consultation is provided free of charge. 

OUR SERVICES

How Ascentis helps you stay
informed, protected and in control

Business Financial
Planning

  • Protect business income and key people
  • Plan for growth, succession or exit
  • Manage financial and tax risk

We work with business owners to structure their finances effectively, supporting both day-to-day decisions and long-term objectives.

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Personal Financial
Planning

  • Understand your complete financial position
  • Plan for life events and change
  • Make informed financial decisions

We help individuals and households gain clarity around their finances through structured planning aligned to their goals and circumstances.

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Retirement
Planning

  • Plan income beyond work
  • Understand tax, Centrelink and entitlements
  • Prepare for lifestyle and aged care needs

We provide structured retirement planning to help you prepare for, transition into, and manage retirement with confidence.

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SMSF &
Superannuation

  • Assess whether an SMSF is suitable
  • Understand trustee responsibilities
  • Structure superannuation effectively

We provide clear guidance on superannuation and self-managed super funds to support informed and compliant decision-making.

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STEP 1

Understand Your Position

We begin by taking the time to understand your current financial position, goals, and circumstances.

This includes your income, assets, liabilities, and any key considerations that may impact your planning.

STEP 2

Develop a Clear Strategy

Based on this information, we develop a tailored financial strategy aligned to your objectives.

We explain your options clearly, outline key considerations, and ensure you understand the path forward before any decisions are made.

STEP 3

Implement and Review

Once a strategy is agreed upon, we assist with implementation and provide ongoing support.

As your circumstances change, we review and adjust your plan to ensure it remains appropriate over time.

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WHY WORK WITH US

Technical Expertise With Long Term Focus

We provide experienced, professional financial advice supported by strong qualifications and close collaboration with your accountant.

1. Experience

With over 17 years in financial planning, we bring practical experience and long-term perspective to every client relationship..

2. Qualified Advice

Our team holds recognised qualifications, including Certified Financial Planner and Certified Practising Accountant, ensuring advice is informed and professional.

3. Integrated Support

Working alongside RWG Accountants & Advisors allows us to consider financial planning and tax strategy together, providing a more complete view of your situation.

Trusted by Australians

What Our Clients Say

Jason M.
Ascentis Client
☆ ☆ ☆ ☆ ☆

"Simon is fantastic! I would without hesitation recommend him (which I have already) to everyone. He made my wife and I comfortable talking about insurances you hope to don’t have to use, and he was courteous and supportive of what we hoped to achieve. His communication has remained excellent over the years.
Simon and his entire team have been wonderful to deal with."

Caroline M.
Ascentis Client
☆ ☆ ☆ ☆ ☆

"We have been using Ascentis Financial Services & in particular Sion Green for a number of years. From the very beginning, Simon's expertise and professionalism were evident.

Simon always takes the time to explain complex concepts in a clear and accessible way, ensuring I always understood his directives.

If you're looking for a financial advisor who truly cares about your financial success, I wholeheartedly recommend Simon."

Glenn D.
Ascentis Client
☆ ☆ ☆ ☆ ☆

"I have know this company for over 13 years now. They have been there for me throughout the years and I have always followed their advice. To, the best of my ability. They are trustworthy and have a lot of experience in their field and they have the ability to make things happen for us all."

Lyle S.
Ascentis Client
☆ ☆ ☆ ☆ ☆

"My wife and I are pleased to have engaged Simon Green of Ascentis Financial Services over the past year. He and his team have been terrific in recommending investments and insurance to ensure we are better stewards of our resources and mangers of life's risks."

Have a Question?

Contact us to discuss your financial planning needs in a relaxed, no-obligation conversation.

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Ascentis Financial Services provides clear, structured financial planning to help Australians make informed decisions and achieve their financial goals.

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Personal Financial Planning

Business Financial Planning

Retirement Planning

SMSF & Superannuation

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Authorised Representative Number 244871    |    Professional Investment Services AFSL 234951