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Ascent Insights Edition 24

posted on September 16, 2014 by GPL Admin

Welcome to Edition 24 of Ascent Insights.

We are only 6 weeks away until the Peter Mac Conquer Cancer Ride. Team Ascent will be embarking on a 200km 2 day bike ride through the Mornington Pensinsula on October 25th and 26th 2014. Team Ascent currently has 10 riders and consists of clients, family and friends that are dedicated to raising awareness and supporting Cancer research. Owner and Founder Mark O’Toole chose to be a major fundraiser for the Peter Mac Conquer Cancer Ride due to his family being touched by the disease.

So far Team Ascent has raised over $16,000 for the cause. Ascent Founder Mark O’Toole said ” Our goal is to raise $25,000 for the Conquer Cancer Ride this year and give back to the families that are currently fighting Cancer. So please contact us if you would like to be a rider or be a supporter”

On the financial front, Ascent Private Wealth are now working closely with MLC Mortgage Solutions to assist clients and their children. Together with MLC Mortgage Solutions, we have access to over 35 lenders at wholesale rates. We are pleased to report that this aspect of the business is continuing to grow.

We have an upcoming Workshop presented by Mark O’Toole:

  • “Living your Ideal Life” September 17th – 500 Bourke Street, Melbourne

This workshop will be about how to achieve financial freedom and make smart financial choices centred around your underlying values.

This is a lunchtime presentation. Please click here to register.

We hope you enjoy the three articles we have chosen this month:

  • Financial Organisation Ahead of Retirement
  • To Downsize or Not
  • 10 Superfoods That Keep You Young

If you would like to discuss any of the above, please contact Founder/Managing Director Mark O’Toole on 03 9672 5111 or motoole@ascentpw.com.au.

Financial organisation ahead of retirement

Today is the day to: stop, take stock and tackle your finances head on.

Is it always tomorrow, next week, next month or next year that you’re going to get your finances in order? It’s important to get on track as soon as possible. Here are some important things to take into consideration.

Read More

To downsize or not?

The kids have moved out and the house is starting to feel empty — as well as costing a lot to maintain. So is it time to sell up and buy something smaller? We look at the pros and cons of downsizing the family home.

Read More

10 Superfoods that keep you young

Stock your fridge wisely and you could slow down your body’s clock. Karen Fittall tucks into 10 must-eat-anti-ageing foods.

Read More

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Ascent Private Wealth PTY LTD as trustee for the Ascent Private Wealth Unit Trust ABN 63 112 123 742 Authorised Representative of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee, 230 690, Registered Office 105-153 Miller Street, North Sydney NSW 2060.