ASB FINANCIAL SERVICES

We support our clients to help them achieve their personal and business goals by offering a fully integrated advisory service, helping clients to ‘build wealth & protect their assets’.

Combining the skills of Accounting, Investment, Financing and Tax specialists at ASB & Associates we provide you with the full financial package.

In partnership with our clients we work to set realistic goals and targets that cover both financial issues and lifestyle issues.

Through careful analysis of your existing and desired financial position, we can assist you in making the right choices to get you to where you want to be.

Whether that be the investment property, share portfolio, Coast house or to retire a few years earlier, we can help you both with where you are now and where you aspire to be in future.

We pride ourselves with a long-standing commitment to providing superior service to all our clients.

We believe that choosing the right accounting and authorised financial planning firm is the most important decision you can make personally and for your business.

We have created a financial services division, ASB and Associates Financial Services who offer a full financial planning service that covers:

  • Superannuation Solutions
  • Self Managed Super Fund Advice
  • Retirement Planning
  • Financial Protection
  • Investment Advice
  • Share Trading
  • Estate Planning

We can help your business achieve its goals in the most efficient and tax effective way so come and talk to us today

Catherine Chalker

Lisa Stackman

Phone:   (02) 69 211813

Fax:         (02) 69 319800

Email:      Lisa@asbwagga.com.au

Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.

Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products mentioned on this website.  You should also obtain and read this document prior to proceeding with any decision to purchase a financial product.

ASB Financial Services Pty Ltd (ABN 61 604 010 095) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

Associated Businesses

Your adviser, Catherine Chalker is associated with the below businesses:

  • ASB Mortgage Brokers Pty Ltd ABN 84 608 973 619 which provides mortgage services.
  • ASB & Associates Chartered Accountants Pty Ltd  ABN 24 882 263 662 which provides accounting services.

 Services provided by these entities are not provided by Infocus.