What are the opening hours?

Monday 10am - 6pm Tuesday 10am - 6pm Wednesday 10am - 6pm Thursday 10am - 6pm Friday 10am - 6pm

http://www.ascendfinancialgroup.com.au/

Ascend Financial Group, 314/430 Little Collins Street, Melbourne (2026)

24/12/2024

🎄 Merry Christmas from Ascend Financial Group! 🎅 🎄

As the holiday season is upon us, we want to thank you for your continued trust and support throughout the year. This Christmas, we hope you and your loved ones find joy, peace, and plenty of festive cheer.

Please note that our office will be closed from 5 PM, 24 December 2024 and will reopen on 6 January 2025. During this time, we encourage you to enjoy the holiday season and focus on what truly matters—family, friends, and festive fun!

From all of us at Ascend Financial Group, Merry Christmas and Happy New Year! 🎁✨

26/09/2024

🏉 AFL Grand Final Long Weekend Is Here! 🏆 🏉

As we gear up for one of the biggest weekends in Melbourne, we at Ascend Financial Group want to remind you that while you enjoy the footy, it’s also the perfect time to think about securing your financial future.

Just like the teams on the field, your financial strategy needs to be strong, well-planned, and protected. Whether it’s life insurance, TPD, income protection, or superannuation, we’re here to help you kick goals with your finances!

📞 Get in touch with us to review your personal insurances and superannuation strategies. Let’s make sure you’re winning on and off the field!

Enjoy the long weekend and the footy! 🏉

29/05/2024

📢 Important Update on Inflation and Your Insurance 📢

The latest Australian Federal Budget has revealed an acceleration in inflation to 3.6%, largely driven by soaring health insurance premiums and food prices. This increase in living costs could significantly impact your financial planning and personal insurances like life, TPD, income protection, and trauma insurance.

At Ascend Financial Group, we’re here to help you understand how these changes might affect your coverage and overall financial strategy.

📞 Contact us today to review and future-proof your personal insurances!

22/05/2024

📢 Important Update: 2024 Australian Federal Budget 📢

The Australian Federal Budget, released on 14 May 2024, brings significant changes that could impact your financial future. Whether it's adjustments to tax brackets, changes in superannuation policies, or new government incentives, staying informed is crucial.

At Ascend Financial Group, we understand the complexities these changes can bring to your financial planning. Our goal is to help you navigate these updates, ensuring your financial strategies are aligned with the latest developments.

🔍 How might the budget affect you?

Tax Adjustments: New tax brackets and thresholds could influence your take-home pay and tax planning.

Superannuation Changes: Alterations in contribution limits or pension rules might affect your retirement savings.

Incentives and Benefits: New government incentives could offer opportunities for financial growth and security.

Now is the perfect time to review your financial plan and future-proof your financial well-being. Our team at Ascend Financial Group is here to provide expert advice and personalized strategies to help you make the most of these changes.

📞 Get in touch with us today to discuss how the Federal Budget might impact your financial future and discover the steps you can take to secure and enhance your financial position.

Let's navigate these changes together and ensure your financial future is bright and secure.

25/04/2024

🌺 Lest We Forget 🌺

Today at Ascend Financial Group, we pause to honor the brave men and women who served and sacrificed for the freedom we cherish. On this ANZAC Day, we remember their courage, dedication, and the spirit of mateship that defines our nation.

As we reflect on the significance of this day, we wish everyone a safe and thoughtful ANZAC Day. May we all take a moment to appreciate the peace and liberties that their sacrifices have afforded us.

10/04/2024

On this joyous day of Eid, we extend our warmest wishes to you and your loved ones. May this Eid bring you immense joy, prosperity, and peace. It’s a time to cherish the moments of togetherness and share the blessings. As we celebrate this special occasion, we want to express our gratitude for your continued support and trust in us. Here's hoping that the coming times are filled with success and happiness for you. Eid Mubarak from all of us at Ascend Financial Group.

04/04/2024

🔍 Navigating Insurance: Retail vs. Superannuation Cover 🔍

Did you know there's a big difference between personal insurance policies you buy on your own (retail) and the default insurance provided by your super fund? Understanding these differences can help you make the best choice for your protection needs. Let’s break it down:

✨ Customization: Retail policies offer tailor-made coverage to fit your life perfectly, while super fund insurance tends to be more one-size-fits-all.

🛡️ Coverage Types: Looking for trauma cover or more comprehensive options? Retail insurance has you covered. Superfunds typically offer life, TPD, and sometimes income protection, but they might not cover everything.

💸 Payment and Impact on Savings: With retail, you pay directly, keeping your super balance untouched. Superfund insurance premiums are conveniently taken from your super, affecting your retirement savings.

📊 Tax Time: Certain retail policy premiums (like income protection) can be tax-deductible outside of super. Superfund insurance operates within different tax rules.

🏥 Underwriting: Retail insurance might need a health check to start, giving you clarity on coverage. Superfund insurance is often immediate, with less paperwork but the potential for unknown exclusions.

Whether you’re leaning towards the customization of retail insurance or the convenience of superannuation cover, it’s all about what works best for you and your future. 💼🌟

Unsure about your options? Let’s chat! Our team is here to help you navigate your insurance needs and ensure you’re protected, no matter what life throws your way.

28/03/2024

🐣🌼 The Easter Long Weekend Starts Tomorrow! 🌼🐣

From the entire team at Ascend Financial Group, we're sending you our warmest wishes as we step into the Easter long weekend. May these days off bring you joy, relaxation, and precious moments with those you cherish most.

Thank you for allowing us to be a part of your journey. Your support means the world to us.

Wishing you a wonderful long weekend filled with the spirit of Easter - a time for renewal, hope, and happiness. Happy Easter! 🌷💖

27/03/2024

💡 Did You Know About Trauma/Critical Illness Insurance? 💡

Trauma or Critical Illness insurance covers you with a lump sum payment for serious health conditions like cancer or heart attack. It’s a financial safety net during tough times, allowing you to focus on recovery, not bills.

🚫 Important: This essential coverage isn’t available through superannuation, which means you might be missing key protection.

Why it matters:

✔️ Covers significant medical costs
✔️ Supports living expenses during recovery
✔️ Offers peace of mind in difficult times

Unsure about your coverage? It’s time to talk to an expert. Contact Ascend Financial Group today to ensure you and your family are protected.

20/03/2024

🚨 Heads Up, Super Savers! 🚨

Navigating your way through the world of superannuation can be tricky, especially if you're managing multiple super funds. Yes, it's a common scenario, but did you know it could be silently eroding your future wealth? 💸🔍

The culprits? Duplicate fees and potential duplicate insurances. Each super fund you hold comes with its own set of fees and insurance premiums. More funds mean more fees and possibly paying for insurance cover you don’t need or can get at a better rate elsewhere. This can significantly diminish your retirement savings over time. 📉

But here's the good news: Consolidating your super funds could be a game-changer. Imagine lowering your fees, streamlining your insurances, and boosting your retirement savings all with one smart move. 🌟💰

Feeling a bit lost in the super shuffle? That’s where Ascend Financial Group steps in. We’re here to guide you through the maze of super consolidation, helping you save on fees and ensure your insurance coverage is just right for you.

📲 Don't let duplicate fees and unnecessary insurances hold your super back. Get in touch with Ascend Financial Group today for a comprehensive review of your superannuation. Together, we can craft a strategy that puts you on the path to a more secure and prosperous retirement.

Your brighter financial future starts with a call. Reach out now and let Ascend Financial Group elevate your super savings strategy. 🚀

18/03/2024

💡 Understanding Beneficiaries in Your Superannuation 💡

Did you know that your superannuation is one of your most significant financial assets, and deciding who your beneficiaries are is a crucial aspect of financial planning? 🌟

When it comes to your super, it's not just about saving for retirement; it's also about ensuring your loved ones are taken care of in the event something happens to you. Naming beneficiaries within your super fund means you're specifying who you want to receive your super balance and any associated life insurance benefits upon your death.

Why is this important?

Clarity & Peace of Mind: Clearly nominating beneficiaries helps avoid any uncertainties or disputes among your loved ones about your financial wishes after you're gone.

Efficiency: It can speed up the process of distributing your super funds to your loved ones during a difficult time.

Control: You have a say in who benefits from your years of hard work, ensuring that your super goes to the people or causes you care about most.

It’s a simple step, but it has a significant impact. Take a moment to review your superannuation beneficiary nominations and ensure they align with your current wishes and life circumstances. 📝💖

Remember, life is unpredictable, but with the right planning, you can ensure your financial legacy benefits those you love the most.

Need guidance on setting up or reviewing your beneficiary nominations? Our team at Ascend Financial Group is here to help you navigate these important decisions.

14/03/2024

🌟 Client Spotlight: Rodel & Cathy's Experience 🌟

We recently received some heartwarming feedback that we couldn't wait to share with you all. Rodel and Cathy, wonderful members of our client family, had this to say:

"We truly appreciate your hard work and passion. Thank you for being our professional adviser and a friend. We need more like you in this world."

There are few things more rewarding than knowing we've made a significant difference in our clients' lives, not just as advisers but as friends. This kind of feedback fuels our commitment to excellence and reminds us of the real reason we do what we do. 🙏💼

To Rodel, Cathy, and all our clients - thank you for your trust, support, and for inspiring us every day. Here's to making more positive impacts together! 🎉

Ascend Financial Group

24/12/2024

26/09/2024

29/05/2024

22/05/2024

25/04/2024

10/04/2024

04/04/2024

28/03/2024

27/03/2024

20/03/2024

18/03/2024

14/03/2024

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Monday	10am - 6pm
Tuesday	10am - 6pm
Wednesday	10am - 6pm
Thursday	10am - 6pm
Friday	10am - 6pm