Stephen Nielsen FChFP
About Me
The importance of a guide Your financial life is a journey full of choices and opportunities. The decisions you make along the way can have a big impact on not only your current lifestyle but also your future prosperity and your family's wealth into the future. Like all successful mountaineers, the value of a guide to walk with you, guiding your choices can assist you in staying on track and ultimately achieving your goals. At Ascent we will be your guide by- - Spending a lot of time building an understanding of where you are now and where you want to go, and WHY this is important - We then interpret current law and the environment to build strategies to take advantage of the opportunities that are available to assist in successfully charting your path.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
-
Highest Level of Education Masters Degree
-
Years of Experience 17 Years
-
Licensed By Alliance Wealth Pty Ltd
-
Advice Fees From $3,800