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.

 

Find out more

What we do

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.

Personal
  • 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.
  • Healthcare
    We help you identify which health cover is right for you.
Business

“The investors chief problem, and even his worst enemy, is likely to be himself”

- Benjamin Graham

News room

Ascent Adviser | Some Good News?

In this edition we look at recent market performance and a reminder to stick to the strategy.

Trump’s trade war: even worse than you think

Professor Barry Eichengreen argues that the trade war between China and the USA is part of a larger geopolitical conflict, which will not end soon.

Ascent Adviser | How bad was 2018 actually … ?

In this Ascent Adviser, we look at why 2018 was a record setting year, but not for the reason investors would like to remember.

‘Wall of money’ is heading for emerging markets, IIF says

Investors bullish on emerging markets after withdrawing funds last year.

 

“The four most dangerous words in investing are: ‘this time it’s different’”

- Sir John Templeton

FAQS

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?

For more questions and answers,

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Useful Links

 
 

“Price is what you pay. Value is what you get”

– Warren Buffet

Contact

Ascent Wealth Management (Pty) Ltd
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)

 

3rd Floor
Rosebank Corner
191 Jan Smuts Avenue, corner 7th Avenue
Johannesburg

 

 

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