about us
Your Partners in Building a Secure Financial Future
With over 20 years of combined experience, Ascend Financial Group is dedicated to helping Australians protect, grow, and enjoy their wealth. From your first job to retirement and beyond, we provide personalised strategies that give you clarity, confidence, and peace of mind at every stage of life.
A Personalised Approach
We believe the best financial advice begins with understanding. That’s why we take the time to get to know your goals, your family, and your circumstances. This allows us to create tailored solutions designed to support your lifestyle today — while building the retirement you deserve tomorrow.
A Team You Can Trust
Our advisers bring depth of knowledge across all areas of financial planning, including superannuation, insurance, retirement planning, estate planning, mortgages, and budgeting. With everything under one roof, you benefit from a seamless, holistic approach to managing your finances.
What We Do
Superannuation Advice
Allocated pensions, rollovers, personal super, company super, and SMSFs.
Retirement Planning
Strategies for retirement, aged care, and estate planning.
Insurance Advice
Life, TPD, trauma, income protection, and annuities.
Budgeting & Cashflow Advice
Smart strategies to help you achieve your goals.
Mortgage Advice
Restructuring your loan to pay it off sooner and save on interest.
Investment Advice
Guidance across a range of investment opportunities such as property, managed funds, and investment bonds, tailored to your goals and risk profile.
Take the First Step Today
We’re here to simplify your finances and help you achieve the lifestyle you want — now and in the future. Book your consultation today and experience the difference of working with a financial partner who truly cares.