Are you stress not know where your money goes each week?
Do you hate preparing for tax time?
Is the thought of keeping a personal budget and filling in spreadsheets boring you?
If your looking to have a tight rain on where your money goes, without the stress and long nights completing spreadsheets or updating financial software then the Cash flow coach program is for you.
BENEFITS
- Monthly, up to date set of accounts.
- Personal record keeper regularly updating your transactions.
- Individual login to see what your spending your money on.
- Over time, a detail history of expenditure and income.
- Makes tax time easy with a complete listing of your transactions for the financial year.
- Reporting can be used to assist with personal financial planning needs in the future.
Who is this for?
Everyone and anyone looking to know exactly where they're money is going. Lets face it, it doesn't grow on trees so we can't just throw it away.
Contact Us for more information about this service.
Ascot Solutions
2. Debt Destruction
Do you hate the thought of debt?
Are you panicked by the fact that debt never seems to reduce despite your best efforts?
Does the thought of eliminating your debt in half the time appeal to you?
Debt plays a huge part in a families overall financial position. Our largest asset purchase, is usually financed by debt. If managed well it can lead towards a lifestyle balanced between needs and wants in a relatively stress free environment. If left to overburden you if can lead to family break ups, stress, depression and anxiety. At Ascot Financial Services we do not arrange debt agreements or bankruptcy documents. We seek to teach you the skills to see you get on top of your debt and spending habits using strategy and accountably.
BENEFITS
- Regular monthly coaching call to see if you are on track.
- Avoid having a 'black mark' against your name and stigma of a debt agreement or bankruptcy agreement.
- Peace of mind knowing you are working with a financial expert.
- Frequent monitoring and recording of loan balances and financial position.
Who is this for?
Ideally suited to those in the early stages of their mortgages (within the first 10 years) as there is minimal home equity and loan interest is at its highest, given the greater balance.
Contact Us for more information about this service.
Ascot Solutions
3. Wealth Accumulator
Are you earning good incomes, but don't feel like your getting anywhere?
Is the financial jargon to confusing to know where to get started?
Are you looking for a mentor who is in the process of building wealth as well?
Do you need a proactive approach to managing your personal finances, rather than someone who tells you what you should have done after the event has occurred?
Building a level of financial security is what we all strive for in our working lives. We all become knowledgeable and skillful in areas that society requires us to in order to perform a job, but no one ever teaches us how to become financial secure. These days with all the changing laws and so many options to consider it is little wonder why Australians aren't getting ahead financially. Our Wealth Accumulator program aims to keep financial independence at the forefront of our minds. We work with you to define your goals, provide you with strategic solutions to assist you in getting there and then regularly track your progress towards achieving them. When things change, we know your personal situation and give you solutions to keep your position propelling forward. No need to make financial decisions along any more!
BENEFITS
- Proactive approach to your total financial position.
- Monitor and tracking that you are getting ahead.
- Peace of mind knowing that you are working with a financial expert, with your interests at heart.
- Someone to liaise on your behalf with your banking, lending, real estate and accounting professionals to assist in coordinating your affairs.
- Personal Family 'Chief Financial Officer'.
- Holistic Financial Advice across Cash flow, Debt, protection, Investment, Tax, Super, Centrelink and more.
Who is this for?
Ideally suited to those in the early stages of their mortgages (within the first 10 years) as there is minimal home equity and loan interest is at its highest, given the greater balance.
Contact Us for more information about this service.
Ascot Solutions
4. Retire In Style
Do you want to spend more time living life than worry about your finances?
Does constant legislative change concern you over your retirement plans?
You have built up a nest egg that you want to preserve going into your golden years. You want a financial expert on your side that can assist you in staying on top of your finances as you go about living life. We assist in helping you look after your retirement savings and dealing with the organisations that become a necessary evil as you get older (ATO and Centrelink). We can act as a Centrelink nominee for all correspondence and therefore assist you stay on top of any changes that affect your personal situation. We also assist you in planning for your estate needs and the transfer of wealth to your family.
BENEFITS
- Personal adviser taking control of all paperwork.
- Dedicated person to liaise with other organisations and government departments.
- Strategic advice for when things change.
- Proactive approach to your wealth management affairs.
Who is this for?
Mature Australians that have stopped working altogether knowing they need assistance in retirement to manage their affairs.
Contact Us for more information about this service.
Ascot Solutions
5. DIY Super
Is taking charge of your superannuation important to you?
Do you want full discretion in how your superannuation is invested?
We help you run and manage your obligations as trustee to ensure your fund remains compliant. We also present regular investment opportunities for you to take advantage of and conduct regular meetings to fully engage members in the fund to be proactive in the underlying investment strategy.
BENEFITS
- Maintain a compliant fund.
- Work with a financial expert for guidance.
- Peace of mind that you get from being in control of what your fund invests in.
Who is this for?
Clients with investable assets of over $200,000, wanting to maintain full discretion over how their Superannuation fund invests money and ultimately performs.
Contact Us for more information about this service.
If your looking to have a tight rain on where your money goes, without the stress and long nights completing spreadsheets or updating financial software then the Cash flow coach program is for you.
Debt plays a huge part in a families overall financial position. Our largest asset purchase, is usually financed by debt. If managed well it can lead towards a lifestyle balanced between needs and wants in a relatively stress free environment. If left to overburden you if can lead to family break ups, stress, depression and anxiety. At Ascot Financial Services we do not arrange debt agreements or bankruptcy documents. We seek to teach you the skills to see you get on top of your debt and spending habits using strategy and accountably.
You have built up a nest egg that you want to preserve going into your golden years. You want a financial expert on your side that can assist you in staying on top of your finances as you go about living life. We assist in helping you look after your retirement savings and dealing with the organisations that become a necessary evil as you get older (ATO and Centrelink). We can act as a Centrelink nominee for all correspondence and therefore assist you stay on top of any changes that affect your personal situation. We also assist you in planning for your estate needs and the transfer of wealth to your family.
We help you run and manage your obligations as trustee to ensure your fund remains compliant. We also present regular investment opportunities for you to take advantage of and conduct regular meetings to fully engage members in the fund to be proactive in the underlying investment strategy.
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