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Financial Focus – Summer 2016

posted on March 7, 2016 by Ascent Private Wealth

Welcome to the second edition of Financial Focus Summer 2016.

Financial Focus is a quarterly Newsletter and this is on top of Ascent Insights which we send out once a month to you.

I hope you find the articles in this issue interesting and informative.

In this edition, we look at what you need to consider when downsizing your home. We go through part 2 of a guide for investors on the topic of growth assets. Plus, we cover the benefits of an offset account as a better way to manage your mortgage.

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Filed Under: Case Studies

Featured Case Study

The Luckiest Investor

When things go well, investors have a tendency to reflect on how smart they are. And when things go badly, well, that’s … 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.