Financial Services Guide

Ascent Private Wealth Advisers and Family Office Services specialises in helping successful people and families retain and grow their wealth.

We are authorised by Godfrey Pembroke Limited to provide financial advice in relation to:

  • Wealth accumulation
  • Income and Asset Protection
  • Tax strategies
  • Superannuation
  • Retirement and Redundancy Planning
  • Estate Planning
  • Government Benefits
  • Debt Management

We deal in the following financial products:

  • Basic Deposit Products
  • Non-basic Deposit Products
  • Non cash payment facilities
  • Life Products – Investment Life Insurance
  • Life Products – Life Risk Insurance
  • Managed Investment Schemes, including Investor Directed Portfolio Services
  • Superannuation
  • Retirement Savings Account
  • Derivatives
  • Government Debentures, Stocks and Bonds
  • Securities
  • Standard Margin Lending Facilities

A Financial Services Guide, or FSG, provides information about Ascent Private Wealth. It is designed to help you decide whether or not to seek advice from a financial planner. The purpose of an FSG is to give you key information about our business, licensee and the authorised representative who will give you financial advice.

Download FSG Download Representative Profile* 

* This document forms part of the FSG listed above.