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Dominion Wealth Advice

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Dominion Wealth Advice

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Effective financial planning all starts with knowing exactly where you are today in financial terms, and having a clear idea of where you want to be in the future.

With over 20 years experience in developing financial plans, we will help you to develop a customised strategy built around your financial goals, your investment time-frame and your tolerance for taking investment risks.

In formulating your financial plan, Dominion financial planning will;
Help you define your objectives
Review your current situation
Choose appropriate investments
Assess the need for gearing
Review superannuation arrangements
Address tax planning issues
Identify estate planning issues
Identify and/or assess your current risk Insurance portfolio needs

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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