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Planning for Life
After Work

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

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The initial phone consultation is provided free of charge. 

Retirement
Planning

We work with individuals to ensure they are financially prepared for retirement, with clear structures in place to support income needs, lifestyle goals, and long-term security. Our advice considers your current position, future objectives, and the transition from working life into retirement.

By combining technical expertise with practical guidance, we help you understand your options and put strategies in place to support a comfortable and well-planned retirement.

Get Started Today

Whether retirement is some time away or already underway, advice is tailored to suit your stage and circumstances.

Retirement Income Planning

Develop strategies to support reliable income throughout retirement, aligned to your lifestyle needs and financial position.

Tax & Superannuation

Structure superannuation and retirement income in a tax-effective manner, working alongside your accountant where required.

Centrelink & Entitlements

Understand eligibility and entitlements, including pensions, senior cards, and other available benefits.

Aged Care Planning

Plan ahead for aged care considerations to ensure financial decisions align with your long-term care and lifestyle preferences.

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.

It’s never too early or too late to start. Retirement planning can begin at any stage, whether you are still working, approaching retirement, or already retired.

This depends on your lifestyle goals, assets, and personal circumstances. Retirement planning helps assess these factors and put strategies in place to support your needs over time.

Superannuation plays a key role in retirement planning. We help you understand how your super may be structured to support income and manage tax considerations.

Yes. Where relevant, retirement planning can include guidance around Centrelink, pensions, senior cards, and other entitlements.

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