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Ginsberg Financial Brokerage

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Ginsberg Financial Brokerage

Overview:

Our Approach

Whether you are looking for assistance to manage your personal wealth portfolio or the financial matters for your business, we take a thorough approach to financial planning and asset management, because your future deserves the very best.
Listen and understand

Before we begin putting any financial or investment plans in place, we will meet for an informal cup of coffee so that I can learn about you and so that you can decide whether you would like to work with me or not. Everyone is different and so we will allow the financial management process to unfold in line with your own level of comfort and your individual circumstances. We will assess your current financial situation and discuss the short, medium and long terms goals you have for your life, that of your family and where applicable – your business.
Plan

Once we have developed a solid understanding of your goals, we will apply our expertise to prepare an accurate, feasible financial plan designed to help you realise those goals. Your customised financial plan will include a combination of insurance solutions, as well as investment strategies – depending on your particular requirements. We’ll arrange a follow-up meeting with you to discuss your proposed financial management plan before we implement any of the financial management strategies advised.
Implement

Once we have finalised your financial plan with you, we will set the ball rolling and implement the plan for you. We believe in working efficiently and so we make the implementation of your financial management plan simple and hassle free.
Review

Life can take unexpected twists and turns and our aspirations can mature and change over time. It is for this reason that we will meet with you on a regular basis – annually at a minimum – to review your financial situation, your life and your business to ensure that your financial plan is still geared to meeting your needs.
Ongoing communication

While we don’t need to live in each other’s pockets, we believe that it is important to stay in touch regularly – over and above our periodic review meetings. The door at Ginsberg Financial Brokerage is always open to our clients and we encourage you to contact us with any concerns or challenges that you have. If you’re facing a change in life – be that career, relationships, family matters or any other change – we’re here to offer you advice and support.
Our Services

If you are looking for more than someone to simply sell you an insurance policy, then we believe that we have a very good place to begin our journey together. Take a look through some of our financial services on offer and contact us to set-up an appointment. We look forward to meeting you.
Personal Financial Planning

Know that you can turn to us at any time – no matter what circumstances you find yourself in. We’re here to help you realise your dreams and protect the lifestyle that you and your family cherish.

   Financial Analysis
   Life Insurance
   Medical Cover
   Estate Planning
   Retirement Planning
Business Financial Planning

We’re entrepreneurs ourselves and so we understand how important prudent financial planning is for the long term success of your business. We’re here as your trusted business partner to help you secure your assets and your competitive advantage.

   Financial Asset Management
   Business Insurance & Risk Management
   Collective Investments
   Employee Medical Cover
   Provident funds
   Partnership Agreements
   Partnership Insurance

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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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