SlideShare a Scribd company logo
 
[object Object],[object Object],[object Object],[object Object],[object Object],Important Notice
Our Role As Your Adviser ,[object Object],[object Object],[object Object],[object Object]
Accumulation Consumption Age   Wealth  $   Buy first home Upgrade Home Lifestyle choices Travel Support family Provide inheritance Building your Nest Egg A Comfortable Life in Retirement Comfortable Income
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],change  retirement date reduce  retirement living expenses manage frequency, value and timing of lifestyle goals comfort with target rate of return reduce living expenses save more ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Once we have clearly identified your lifestyle goals, we can then implement the technical strategies appropriate to your individual circumstances, thus balancing your objectives, time horizons, savings ability and risk tolerance in order to help you achieve what you want to achieve. Ascent Wealth Management Lifestyle  Goals Financial Resources You Portfolio  Management Tax  Management Risk  Management Debt  Management Social  Security Cashflow  Management Estate  Management
 
Things most important to you Your Goals and Objectives Urgent Needs Future Planning Avoiding Disasters Ongoing Review Opportunities ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How we Work with You- Ongoing Tracking of your Progress and Regular Plan Review………. Changes in investment markets 1994:  All investment markets decline 1999:  Technology boom  2000:  Technology bust  2001:  World Trade Centre Attack 2003:  War on Terror 2007:  The “sub- prime crisis” 2008:  The Rise and Rise of Oil Prices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Stephen Nielsen is the Managing Director and Principal Adviser of Ascent Wealth Management Pty Ltd.  He has over 20 years experience in financial services and has spent the last 13 years advising clients or supervising other advisers.  Over his career he has provided advice to people at all different stages of their lives and careers. Stephen has a particular focus on ensuring all plans are backed by appropriate and well featured protection plans. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Your Adviser
Fees and charges All fees and charges relating to your situation will be disclosed prior to engaging us and will be disclosed in writing upon presentation of a financial plan. Complimentary- our cost ,[object Object],[object Object],[object Object],[object Object],[object Object],Initial Consultation Ongoing Service Offering Initial Strategic Advice,  Plan Preparation and  Implementation Fee
Phone- 07 3343 9228 Fax- 07 3343 9222 Email- [email_address] Suite 6a The Hyper Centre 50-56 Sanders St Upper Mt Gravatt  Q PO Box 324 HOLLAND PARK  QLD  4121

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Mar09 Who Is Ascent With Fees

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  • 4. Accumulation Consumption Age Wealth $ Buy first home Upgrade Home Lifestyle choices Travel Support family Provide inheritance Building your Nest Egg A Comfortable Life in Retirement Comfortable Income
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  • 6. Once we have clearly identified your lifestyle goals, we can then implement the technical strategies appropriate to your individual circumstances, thus balancing your objectives, time horizons, savings ability and risk tolerance in order to help you achieve what you want to achieve. Ascent Wealth Management Lifestyle Goals Financial Resources You Portfolio Management Tax Management Risk Management Debt Management Social Security Cashflow Management Estate Management
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  • 12. Phone- 07 3343 9228 Fax- 07 3343 9222 Email- [email_address] Suite 6a The Hyper Centre 50-56 Sanders St Upper Mt Gravatt Q PO Box 324 HOLLAND PARK QLD 4121