Who we are
Ascent Wealth Management advises and provides long-term support to personal and business clients.
We help clients plan their financial future and work closely with them to achieve their financial goals. Our professional approach to wealth management ensures integrity, fairness and objectivity where your wealth is concerned. We always put our clients’ interests first and will advise you on the unique option best suited to you and your financial needs.
As an independent practice we have access to a wide range of solutions to enable us to find the most appropriate solution for you. We are licensed with the Financial Services Board; license number 5635, giving you the peace of mind that you are dealing with a reputable organisation.
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What we do
- Investment planning
We determine the best investment strategy for you, then implement and monitor your progress to help you reach your goals.
- Retirement planning
We answer your questions about retirement and implement solutions.
- Estate planning
We help you align your portfolio in the most efficient way to minimise estate duty.
- Risk planning
We help you ensure that you and your family are provided for should you die or become disabled.
We help you identify which health cover is right for you.
Why do I need a wealth manager?
Investing makes me nervous, how do I know what to do?
How will we work together after the initial engagement is complete?
What happens to my existing investments if I decide to work with Ascent Wealth Management?
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Reg No 2004/002540/07
FSP No 5635
T + 27 (0) 11 802 0220
F + 27 (0) 86 675 6456Our office hours:
08:00 – 16:30 (Monday – Thursday)
08:00 – 16:00 (Friday)
191 Jan Smuts Avenue, corner 7th Avenue