Ascentia Financial Group 29 Elkhorn Avenue, Surfers Paradise QLD 4217
About the Business
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Welcome to Ascentia Financial Group, located in the heart of Surfers Paradise on Elkhorn Avenue. As an establishment and point of interest, we are here to guide you through the complex landscape of financial planning. Our team of professional financial planning guides are dedicated to helping everyday Australians, professionals, companies, and institutions achieve their financial and lifestyle goals.
At Ascentia Financial Group, we understand that your financial journey is filled with different landscapes, choices, and opportunities. That's why our specialists will be with you every step of the way, supporting and guiding the decisions you make to ensure your future prosperity and your family's wealth.
Just like mountaineers need the proper attire to conquer their journey, you need the right foundations for us to guide you towards achieving your specific financial goals and objectives within your comfort level. Once those foundations are set, we will navigate all the different landscapes and weather conditions together, earning more and more of your trust with every step.
Transparency and integrity are at the core of our service. We are ethically and legally bound to serve you with the utmost professionalism. Our commitment to your journey, fulfillment, and peace of mind means that we are ready to walk the extra mile for you.
At Ascentia Financial Group, we take pride in truly understanding our clients and forging personal relationships. We delve deep into your objectives, current financial strategies, and risk tolerance. We discuss your values, the important people in your life, and the impact you want to have on the world. By aligning your financial planning with the things and people you care about, we set you on the right path and help you reach a greater height of life satisfaction with our guidance.
Financial planning can be as challenging as navigating jagged rocks in Madagascar. With a vast scope covering areas such as superannuation, tax minimization, protection of loved ones, income protection, pensions, debt management, savings, and investments, it can be overwhelming. But fear not, as we will guide you through the natural order of financial planning.
As specialists in all things financial, Ascentia Financial Group can assist you with any financial circumstance, no matter how complex or simple it may be. Our services include rollovers, investment structuring, superannuation, retirement planning, portfolio building, saving for future needs, tax minimization, cash flow optimization, and debt management. We also provide advice on insurance, estate planning, and more.
Please note that the information on this webpage is general and may not consider your specific circumstances. Before acting on any information, it is important to consider its appropriateness in relation to your personal objectives, financial situation, or needs.
Ascentia Financial Group Pty Ltd (ABN 22 627 644 160) is a Corporate Authorised Representative (No.1270608) of AD Advisory Services Pty Ltd (ABN 68 005 830 802), an Australian Financial Services Licensee (No. 237058).
Take the first step with us and let us guide you to the pinnacle of your financial success. Enjoy the view with Ascentia Financial Group.
Photos
Location & Phone number
29 Elkhorn Avenue, Surfers Paradise QLD 4217, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I Have found Troy and Bianca to be very professional and helpful. I am looking forward to a long positive relationship A+A+A+"
"Excellent, personable and professional service. Glad I made the move to Ascentia. Thanks Naldo and Bianca for all your support, it's a pleasure dealing with you!"
"Professional and friendly service explaining complex financial matters in layman’s terms so the process is understandable. I am regularly informed of decisions made to help grow my superannuation which gives me comfort that my account is ‘actively managed’ a huge difference to other passively managed super fund my financial. I’m very happy with the progress and my financial advisor Troy Dyer who advised me to approach my bank for a better mortgage rate, which resulted in my interest rate dropping from 7.3% to 5.53%."
"I get very jittery about the financial world but Naldo has been a steady hand on the tiller fielding my questions and concerns always in a thoughtful and responsive way. The value of a working relationship with an advisor who takes the time to explain and reassure shouldn't be underestimated, particularly in times of such economic uncertainty. Going above and beyond in a personalised approach doesn't happen anywhere very often any more, particularly in the set-and-forget superannuation market. Highly recommend if you like direct access to those in the know, and who care."
"I cannot speak more highly of the professional and friendly service provided by Susan Howard. The manner in which she clearly explains financial options is so helpful and she always goes the extra yard to give helpful options."
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