Sunshine Coast Financial Advisors
Your Financial Advisor
Ascension Financial Services was established with a goal to move away from the corporate “one size fits all” approach and return to a client focused advice solution.
Financial Advisors Sunshine Coast | We are privately owned and a member of the Association of Independently Owned Financial Professionals.
Our objective is to focus on adding value to our clients and provide guidance with honesty and integrity.
We understand that getting financial advice can be daunting and will provide practical solutions and positive outcomes in an easy to understand way.
You don’t have to handle the detail. We do all the research to discover the best options for you. We will guide you through the options. You’ll make the decisions, but we do the work.
Based on the Sunshine Coast our business provides services to clients from Ipswich, Brisbane, Gympie, Maryborough, Hervey Bay and up to Bundaberg.
To fit in with our client’s busy lifestyles we offer appointments in our office, at home or via Zoom or Skype.
Whether you are a young family wanting to start an investment plan, protect your assets or approaching retirement and unsure of your age pension entitlements, we can answer your questions and provide guidance about possible solutions.
