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Active Financial Services

Overview:

Working with the right financial adviser is as important as the underlying strategies or investments you employ, the accountant or lawyer you use, or the bank you trust with your money. The strength of the relationship between you and your adviser can greatly impact the overall performance of your portfolio as well as the selected strategies to achieve your goals.

Active Financial Services was established with this important fundamental principle in mind. We believe building strong relationships with our clients allows our advisers to develop an enhanced understanding of our clients circumstances which ultimately provides the foundation for providing quality financial advice.

Active Financial Services (Active FS) is a privately owned and operated Western Australian financial advice and wealth management business based in South Perth. All of our advisers are highly qualified, experienced and respected within the financial services industry. It has been our privilege to help a vast array of clients, ranging from mums and dads, to affluent individuals and families, to the busy business owner.

Our advisers are portfolio planners who focus on providing sound and realistic strategic solutions, not financial service products. Our advice is professional, clear and concise. Whether its self managed super funds, borrowing to invest, protecting your wealth, or protecting your retirement nest egg, we deliver objective professional advice with a comprehensive approach built on many years of best practice.

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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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