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Financial Planning for
Individuals

We provide clear, structured financial planning to help individuals understand their financial position, plan ahead, and make informed decisions aligned to their goals.

Speak With an Adviser

The initial phone consultation is provided free of charge. 

Personal Financial Planning

We work with individuals to ensure their personal finances are well structured, their goals and priorities are clearly defined, and all key considerations are taken into account. Our advice is designed to provide clarity across income, assets, liabilities, cash flow, and long-term planning.

By combining technical expertise with practical guidance, we help individuals make informed decisions and put the right financial strategies in place to support changing circumstances over time.

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Advice is tailored to suit your financial position, goals, and stage of life.

Wealth Management

Develop a structured approach to managing assets and investments in line with your financial objectives and risk profile.

Personal
Insurance

Protect your income and financial position with appropriate personal insurance strategies tailored to your circumstances.

Cash Flow & Budgeting

Gain clarity around income and expenses to support better financial control and informed decision-making.

Tax
Considerations

Financial planning that considers tax implications and works alongside your accountant to support efficient outcomes.

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.

FAQ

Understanding Your Options

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.

Personal financial planning is suitable for individuals at any stage of life who want clarity around their finances and guidance on managing income, assets, liabilities, and long-term goals.

It may include wealth management, personal insurance, cash flow planning, tax considerations, and long-term strategy, depending on your individual circumstances and objectives.

Even simple financial situations can benefit from structured planning. Financial advice helps ensure decisions are aligned with your goals and remain appropriate as circumstances change.

Plans should be reviewed regularly and whenever there is a significant change to your personal, financial, or employment 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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Authorised Representative Number 244871    |    Professional Investment Services AFSL 234951