Stephen Nielsen FChFP

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
  • Education Symbol
    Highest Level of Education Masters Degree
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
  • Advice fees
    Advice Fees From $3,800