A pin drop location icon representing a financial planning business built on trust. It symbolizes guiding clients step-by-step on their financial journey, from where they are to where they want to be.

Helping you build wealth, create freedom and live life on your terms

How I can Help 

At Ascent Wealth Solutions, I offer tailored and personalised financial advice to help you grow, protect, and manage your wealth at every stage of life. Whether you’re building assets, planning for retirement, navigating aged care, or seeking greater financial confidence, I’m here to support your journey with expertise, care, and strategies designed around your individual goals.

Financial Advisor Melbourne

Explore My Services

Financial Planning Melbourne | Ascent Wealth Solutions
Book a Discovery Call
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Investment & Wealth Management

Grow your wealth with clarity and confidence. Personalised investment advice to help you build assets beyond superannuation, achieve financial freedom and create a flexible future.

  • Defined goals and timeframes
  • Tailored investment strategies aligned to your risk profile
  • Diversified portfolios for sustainable growth
  • Ongoing reviews to keep your plan on track
blue super

Superannuation Advice

Make the most of your super at every life stage. Clear, practical advice to optimise your superannuation strategy, boost your balance, and maximise tax benefits.

  • Fund selection guidance (industry, retail, SMSF)
  • Strategies to grow your super
  • Investment advice within super
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Retirement Planning

Create the retirement lifestyle you deserve. Strategic planning to build income streams, manage investments and transition confidently into retirement on your terms.

  • Retirement income and investment strategies
  • Superannuation structuring
  • Risk management for long-term security
  • Tax-effective withdrawal planning
aged care

Aged Care Financial Advice

Supporting you through important life transitions.

Compassionate advice to navigate aged care options, understand costs, protect assets, and access the right care for your family.

  • In-home vs residential care funding strategies
  • Managing aged care fees and impacts on the Age Pension
  • Advice on the family home decisions
  • Preserving wealth through transitions
wealth protection2

Wealth Protection & Personal Insurance

Protect what matters most.

Tailored insurance advice to safeguard your income, family and financial goals against life’s uncertainties.

  • Life Insurance
  • Total & Permanent Disability (TPD) Insurance
  • Income Protection
  • Trauma/Critical Illness Cover
estate planning

Estate Planning & Intergenerational Wealth

Pass on your legacy to loved ones and ensure your wishes are honoured.

Strategic estate planning to protect your loved ones, minimise tax and ensure your wishes are honoured.

  • Coordinating wills and powers of attorney
  • Structuring wealth transfer plans
  • Managing superannuation death benefits
  • Planning for generational wealth
self managed super

Self-Managed Super Fund (SMSF) Advice

Take control of your retirement savings with expert support.

End-to-end SMSF advice covering setup, strategy, compliance and winding up, tailored to your goals.

  • SMSF setup and compliance
  • Investment strategy development
  • Trustee education and support
  • SMSF retirement income strategies
Line drawing of three women standing together.

Financial Advice for Women

Empowering women to build financial confidence and security.

Supportive, judgement-free advice to help women navigate finances independently, build wealth and plan for a secure future.

  • Wealth building strategies
  • Superannuation and investment guidance
  • Rebuilding finances after life changes
  • Goal setting aligned to personal values
If you are ready to feel confident about your future, contact me to get started.
Book a Discovery Call
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