While ASC Financial Services has a large number of competitors, our firm prides itself on the educational style of our financial planning process and high level of professional customer service. This begins with the obligation free first appointment, and continues through to detailed written recommendations and frequent reviews of our clients’ portfolios.

Any financial planner can talk to you about "return" on your investments, and maybe even impress you with some seemingly attractive numbers, but it is wise to realise that there is a lot more to the financial planning picture than simply "return".

When entrusting your hard-earned money to a financial planner, you need to ask, "what RISK are they taking with MY money?" Or to put that another way, are they putting all of your money into investments with risks akin to gambling?

At ASC Financial Services, we simply don't subscribe to that approach. We won't allow our clients to be compromised by the lure of seemingly high returns, at the expense of a potentially unacceptably high risk.

Specifically, we have developed what we call the ASC Financial Services Cashflow Management System. This system is a powerful multi-step process that produces a carefully balanced portfolio, tailored to the clients' needs and lifestyle, optimising returns at an agreed level of risk.

In simple terms, instead of selecting a single person (be they a fund manager or stock broker) who will, in essence, be the "sole judge" on what is the best investment for you, we actually construct a "portfolio of managed funds". Each fund and fund manager are selected for their outstanding individual performances in choosing and managing their individual portfolio of investments!

It means you get access to the best money managers, and a selection from the 5,700 plus possible managed funds available and over 10,000 direct sharemarket investments and their derivatives. This unique approach gives you a proven, predictable wealth building strategy.

Of course, no one can make that statement. Some investments invariably will. And indeed, that is the VERY reason for our unique diversification strategy. It is designed to give you the strength of performance combined with stability, so that when any group of investments are going down, others in your portfolio are "counter-cyclic" - i.e. going up.

In summary, the ASC Financial Services approach is built on years of experience at the coalface, careful analysis of the investment marketplace and its strengths and weaknesses, never ending research, and most importantly, a total commitment to delivering financial planning solutions with the performance and security that consistently delights our clients.

Apart from our expertise and the success of the ASC Financial Services Cashflow Management System, a further strength is the high level of professional service provided to our clients. All members of our team work closely together to deliver exemplary service to our clients, consistently exceeding their expectations.

Each client’s portfolio is regularly reviewed, and we offer monthly cashflow monitoring to ensure financial goals remain on track. Our clients are actively involved in the management of their financial plan, and are educated and coached by our qualified staff during each step in the process.

ASC Financial Services also operates on an "open door" policy with our clients. As a truly holistic, one stop financial solutions business, our clients feel very comfortable approaching our office with many types of questions and concerns.