Financial Planning

Ph: (03) 9373 2100

Financial Planning

We provide a comprehensive range of financial advice that includes superannuation, investment, insurance, estate planning and succession planning advice. But more than this, our clear focus on understanding our clients' affairs allows us to fully grasp complex issues in great detail, and so help our clients to accomplish their individual needs and objectives.

We recognise that selecting the right professional adviser to help you meet your aspirations is never easy. We provide our clients with a uniquely personal and proactive service. You can expect a Partner to be the focal point of our relationship, effectively aided by our specialist staff.

There is increased growth in Australia for those seeking financial advice and ASCOT Wealth Management has seen this growth first hand.

Unlike other financial advisory businesses, we work tirelessly to make certain we provide tailored and client specific advice at all times. We do this is by gaining a deeper understanding of the clients position today and both their identified needs and objectives while also uncovering those clients never knew they had!

It all comes down to the quality of information you have in hand. Is it current? Is it smart? Is it honest? Our advice is founded on sound business practices, built on a solid ethical platform, and offered by professionals committed to your success.

Our job is to provide the intelligence, creativity and imagination in order to make sure we deliver the best possible outcome for clients.

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