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City of Norwood Payneham & St Peters

Kent Town

Accountancy & Tax Planning

Plan 4 Financial Group

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Plan 4 Financial Group

Overview:

Over the last 30 years we have witnessed the myriad of financial downturns that can negatively affect a client's future plans. Our business is simply about understanding the essentials of good financial management and drawing on our combined expertise and experience to help our clients achieve their idea of financial freedom.

Qualifications
& Memberships

   CERTIFIED FINANCIAL PLANNER® (CFP)
   Bachelor of Commerce
   Advanced Diploma of Financial Planning
   Diploma of Financial Planning
   SMSF Accredited
   Accredited Mortgage Consultant
   Fellow of the Financial Planning Association of Australia
   Practitioner Member of the Financial Planning Association of Australia
   Finance Brokers Association of Australia

Our business is simply about understanding the needs of our clients and drawing on our combined expertise and experience to help you achieve the lifestyle you are looking for.

We can help you plan for your financial future, whether you’re just starting out or planning to retire.

Our greatest asset is the depth of experience in our advisers with a combination of over 5,000 real life interviews over 30 years. We have a strong investment in education, systems and resources as we take a professional but personal approach in making a positive difference to the lives of our clients. Our areas of expertise include establishing and running large corporate super plans, self managed super fund strategies to tailoring individual investment portfolios with the correct level of insurance to back it all up.

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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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