Financial Services

Ascot Wealth Management
Suite 1, 50 Upper Heidelberg
Road, Ivanhoe

Ascot Wealth Management is a firm of professional financial advisers. We aim to assist our clients with achieving their financial goals, both in the short term and over the long term. We offer holistic advice on a comprehensive range of financial issues including:

– Cash Flow Management and Budgeting
– Debt Management
– Personal Tax Planning
– Investment and Portfolio Management
– Superannuation and Retirement Planning
– Self-Managed Super Funds (SMSF)
– Corporate Superannuation
– Risk Insurance and Wealth Protection
– Redundancy Planning
– Social Security
– Estate Planning

Sergio Bonnici
03 9373 2184
Private Banking Services – Bendigo and Adelaide Bank
Level 7, 34 Queen Street,

Private Banking Services (PBS) provides personalised, one-on-one banking through a dedicated team. We strive to build a genuine connection with every one of our customers. Bendigo Bank Private Banking offers a wide range of products and services combined with a superior service level via a dedicated Relationship Executive.
Our products and services cover:

Fixed and variable rate residential loans for owner occupied and investment properties
Fixed and variable rate commercial property loans for either development finance or investment
Business finance and working capital solutions
A wide range of deposit and investment options for individuals, businesses and superannuation funds
Individually tailored wealth management and financial planning
General banking.

Justin Apap
0438 613 723
PKF Chartered Accountants
Level 12, 440 Collins Street,

Established in 1962, PKF Melbourne is a full service accounting firm, offering experienced and expert advice to private business, professional and individual clients.
Chris Camenzuli
(03) 9679 2261
Veritas Advisory
Level 5, 123 Pitt Street Sydney 2000
Shop 3, 629 Kingsway, Miranda 2229

After years of operating in larger firms and government departments, the Veritas Team identified a need to provide the market with honest, trustworthy, reliable and responsive advice delivered with excellent service. Having dealt with matters in all industries throughout NSW, QLD, VIC, SA and WA we are familiar with the client needs and expectations and are confident our one team approach founded on a culture of positive teamwork will deliver the best possible outcome.

With a solid experience in business, personal and government advisory there is not a solution that the Team at Veritas Advisory cannot assist with. We invite your contact and look forward to working together to achieve a successful outcome.
Frank Farrugia
0478 132 032
Cummings Flavel McCormack
Level 15, 390 St Kilda Road, Melbourne

Our services range from simple tax and accounting work to complex business restructures, audit and specialist tax consulting. Providing tax advice to privately owned businesses is our specialty. We keep your goals in mind and design our services to meet your requirements, with the aim of assisting you to achieve commercial and personal success. Our goal over time is to become your trusted advisor, confidant and friend. Providing peace of mind to our clients is at the centre of our thinking at Cummings Flavel McCormack. We do this by matching your individual and business needs with a carefully selected team of dedicated professional and specialists who genuinely understand and care about the issues you face, by providing services that add value to you and your business. Over the years our reputation has been built on the technical excellence, commercial success and genuine care we have provided to our clients. To find out if we would be a good fit for you, please call us and ask to speak with Richard DeBono, Director – with no obligation.
Richard DeBono
03 92520800