We work with business owners to ensure their business is financially well structured, their goals and objectives are clear, and all key considerations are addressed.
By combining technical expertise with practical advice, we help cover every base and provide clear options to support business growth, transition, or change.
Protect your business against the financial impact of losing a key individual by ensuring appropriate cover is in place.
Advice and planning support when buying or selling a business, helping you understand the financial and structural implications.
Ensure your business interests are protected and can be transferred smoothly in line with your broader estate planning objectives.
Strategic financial planning that considers tax implications and works alongside your accountant to support efficient outcomes.
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.
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.
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.
We understand that financial planning can raise a range of questions. Below are some of the common topics we discuss with clients when planning their personal finances.
Yes. Financial planning focuses on strategy, protection, and long-term outcomes. Working alongside your accountant allows us to consider financial planning and tax matters together, providing a more complete view of your situation.
No. We work with sole traders, partnerships, and established companies. Advice is tailored to suit the size, structure, and complexity of your business.
Depending on your needs, this may include risk management, key person cover, succession planning, business transitions, and taxation considerations.
Plans should be reviewed regularly and whenever there is a significant change to your business or personal circumstances.
"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."
"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."
"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."
Contact us to discuss your financial planning needs in a relaxed, no-obligation conversation.
Ascentis Financial Services provides clear, structured financial planning to help Australians make informed decisions and achieve their financial goals.
© Copyright 2015. All rights reserved. | ABN 11074608558
Authorised Representative Number 244871 | Professional Investment Services AFSL 234951
