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Premium Business Group

Overview:

Premium Financial Planning provides caring advice and solutions on a wide range of areas from accumulating wealth to estate planning and everything in between, with experienced administrative support from Meegan, Ashleigh and Karen.

We base our advice around a client's goals and personal values. We regard planning for the whole family as an integrated solution to the well being of the family unit.
Colin Davis holds the internationally recognised Certified Financial Planner® designation – the highest accreditation in the financial planning industry whilst Tom Whitley works alongside Colin providing investment advice, strategic and technical support. Tom currently holds a Bachelor of Commerce and an Advanced Diploma of Financial Services. Tom is also undertaking his Certified Financial Planning studies.

To help Colin and Tom provide integrated advice that suits your circumstances, there are dedicated in house colleagues specialising in lending services, business planning, bookkeeping and cashflow management.

Premium Financial Planning uses a process to assess your current situation and plan effectively for your future. The key elements of this process cover:

   Cashflow management
   Retirement
   Debt
   Investments
   Taxation
   Intergenerational Planning
   Wealth protection
   Estate Planning
   Overall Project Management

Our specialist financial planner Colin Davis and Tom Whitley can take you through this process and explain in plain language the strategies available to help you secure your future.

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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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