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Helping You Make
Informed Decisions

We offer a range of financial planning services designed to support informed decision-making at every stage.

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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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.

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