Ascentis Financial Services
About the Business
Welcome to Ascentis Financial Services, a leading establishment in the finance industry located in the vibrant city of Southport on Cloyne Road. As a point of interest, we take pride in not only meeting but surpassing the needs and expectations of our valued clients.
As a part of RWG Accountants & Advisors, a reputable firm based in Southport on the stunning Gold Coast, Queensland, we are able to offer a diverse range of services to cater to your financial needs. Our team comprises highly qualified professionals, including Certified Financial Planners, Certified Practising Accountants of Australia, and individuals with an Advanced Diploma in Financial Planning. With their extensive expertise, you can rest assured that you are in the hands of a dedicated team ready to assist you with any queries you may have.
At Ascentis Financial Services, we prioritize your goals and objectives, ensuring that all aspects of your financial situation are carefully considered. Our ultimate aim is to provide you with peace of mind, knowing that your family's financial future is safe and secure. We strive to help you build the necessary resources to fund a comfortable retirement, allowing you to enjoy your golden years to the fullest.
Whether you require assistance with investment strategies, retirement planning, tax planning, or any other financial matters, our team at Ascentis Financial Services is here to guide you every step of the way. We understand that each client has unique needs and circumstances, which is why we tailor our services to meet your specific requirements.
With our comprehensive range of financial services and our commitment to exceptional customer service, we are confident that you will find the solutions you need at Ascentis Financial Services. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Location & Phone number
10 Cloyne Road, Southport QLD 4215, Australia
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been a client of Ascents since @2003. During this time I have come to trust Simon and his team to help me with my financial advice. Money is not only about our financial stability but also our emotional wellbeing. So to have that rare combination of financial support and knowledge as well as empathetic and compassionate support is why I stick with Ascentis. They have taken the worry out of my life and offered me opportunity for financial freedom now and in my future. I’m only too happy to recommend Simon and his team for all your financial advice. Kim Kent"
"We will always be grateful for the highly professional way Simon manages our investments and provides financial advice for us. After having 5 different financial advisors over the course of our working life with at best mediocre results, it was incredibly refreshing to be introduced to Simon and finally see results we should have expected many years earlier. It is so comforting when you have someone as capable and caring as Simon is, managing such an important part of your life. With superwoman Sharon assisting, they form an admirable team in the financial advice world."
"Always a pleasure to meet with Simon, his advice to me has been honest and very helpful in the many years we have known each other. Would recommend his services to anyone considering them."
"Simon and his team are very professional, patient and always have my best interest (and the clients’ interest) at the core of their business. I always feel heard and supported as well as expertly advised. Thankyou Simon, and your team, for all the encouragement, advice and reminders. I strongly recommend Simon and the RWG group for all your financial investment and portfolio needs."
"I can't recommend Ascentis Financial Services highly enough. They're professional, prompt and thorough as one would hope to expect, but it's the little things that you simply don't find these days. It's the warm human touch and they have it in spades. Simon and Sharon are so caring and supportive, everything is well explained, and I'm very grateful for their diligence and competence. It sort of feels like family and I'm happy."
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