Ascension Financial Services

Happy New Year from Ascension Financial Services

My view from an appointment this morning, got to love the sunny coast weather.

Underperforming funds charging highest fees!

A recent report has estimated that the worst performing funds are costing their clients collectively $150 million in fees every year. Have you reviewed your super recently? www.ascensionfs.com.au

This is a snapshot of the Australian share market over the last five years. Don’t let short term volatility impact on your long term goals. www.ascensionfs.com.au

This week I was privileged to be able to help two new clients with their retirement goals, big shout out to Gus, Linda and Viv for introducing me to your family and friends. We achieved an increase in age pension, saved thousands in fees and put together a more tailored retirement plan for each of the clients, one size does not fit all - http://www.ascensionfs.com.au

Ascension Financial services is proud to support Financial Planning week 19-25 August - https://ascensionfs.com.au

Don't let this be your retirement plan 😀