What we do

At Ascent Wealth Management, we provide long-term, cost-effective wealth solutions. We pick and blend quality funds and investments depending on what you would like to achieve. Our investment philosophy is to invest with renowned and transparent managers who have a proven track record over all financial market conditions. Your wealth creation and protection is our priority.

PERSONAL

Investment planning

Shares? Cash? Property? We determine the best investment strategy for you, then implement and monitor your progress to help you reach your goals. While we cannot predict the future, we strive to put you in the best possible position to achieve your objectives. Speak to us to find out how we choose investments.

Retirement planning

Do you have enough money to retire? How much should you be investing and how early should you start? We can help you with these questions and put together a strategy to help you get there.
Email us to set up a meeting.

Estate planning

What will happen to your estate when you die? How will your assets be wound up and could you have a hefty tax bill? We can help you align your portfolio to minimise these concerns. Call us and let us know if we can help you with your estate.

Risk planning

Will you have money in the case of death or disability? Set up a meeting with us and we can make sure that you and your family are provided for.

Healthcare

We help you identify which health cover is right for you.

BUSINESS

Business Assurance

Key-man insurance, Buy & Sell and staff retention solutions.

Employee retirement funds, risk funds and health schemes.

OUR PROCESS

Through our process, we aim to understand your needs, goals and circumstances. Using this information we develop a strategy, providing fair, objective and independent advice. Our team of professional advisors, together with our experienced support staff, work to be your trusted advisors.

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