Who we are
Ascent Wealth Management Pty Ltd was formed in 2004 to be a boutique financial services company that prides itself on ensuring that you, our client, receive personalized service and that you are treated with integrity, fairness, and objectivity when offering bespoke solutions for your financial need
Ascent Wealth Management Pty Ltd is an independent financial advisory company licensed in terms of the FAIS Legislation as a Category 1 Service Provider (FSP No. 5635) and subscribes to the principles of the Financial Advisory & Intermediary Act and their Code of Conduct. We take the necessary precautions to ensure your privacy is always protected as stated in the Protection of Personal Information Act of 2013. The compliance of Ascent Wealth Management Pty Ltd is outsourced to a specialist independent third party that ensures that all compliance guidelines are adhered to.
What we do
For individuals:
Estate planning
Investment advice
Life & disability assurance
Medical cover
For companies:
Retirement funds, medical schemes & risk schemes
Buy & sell assurance
Key person policies
Staff retention schemes
Through our network of associates, we can expand our services to forming and overseeing local and offshore trusts and taxes, drawing up wills and winding up estates, and certain legal opinions.
Our partners
