David Willis's Contact Details

David Willis's Company Details

Ascentia Financial Group

Southport, QLD, AU • 20 - 49 Employees
Financial Services

Ascentia Financial Group brings together decades of experience in the financial services industry with a team of like-minded ethical professionals providing our clients an alternative and innovative approach to financial planning. Our approach is unique and represents a visible focus on low cost, high quality solutions where our highly qualified and accredited financial advisers will focus on your complete financial position through the facilitation of a living financial plan.​We provide holistic financial planning solutions covering all areas of financial advice to help our clients build and protect their wealth, enjoy their retirement and administer their estate as per their wishes.​Besides our sound moral and ethical principles, our differentiating factor is that we embrace and leverage technology advancements so we can keep the cost of your advice journey low; and to ensure we can cater to the everyday Australian as well as professionals, businesses and institutions.​Ascentia Financial Group clients also enjoy associated benefits such as access to our comprehensive range of products and services, our cutting edge technologies, our well-established relationships with leading fund managers; and of course, access to our expert financial advisers who will help you navigate all things financial from a simple question to a comprehensive adjustment to your living financial plan. At Ascentia Financial Group, we don't just build wealth, we care about building relationships.