Who we are

Ascent Wealth Management advises and provides long-term support to personal and business clients.

 

We are a completely independent Cat. 1 FSP licenced in terms of FAIS legislation, and our advice is based on a comprehensive strategy involving investments, risk cover, tax and estates. We may deal with a wide range of product providers, or involve outside experts, in order to implement this strategy.

 

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

“We always put our clients’ interests first and will advise you on the unique option best suited to you and your financial need”

– Ascent Wealth

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

How do we protect our clients

Ascent Wealth Management subscribes to the principles of the Financial Advisory and Intermediary Services Act, the FAIS General Code of Conduct and the FPI Code of Conduct.

 

Find out more

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

– Warren Buffett

News room

Is long-term investment advice really worth the cost?

With the investment environment especially challenging during the Coronavirus market downturn and the caution of many investors in its aftermath, […]

How will the Russia/Ukraine invasion affect your investments

Russia’s invasion of Ukraine is tragic and heart breaking from a humanitarian standpoint. Besides the humanitarian impact, it has also […]

You know our investment process, now let’s talk returns

In January, we discussed our investment process, but does all this work result in higher returns? Do the equity funds […]

How do we pick the best funds out of thousands available?

Our investment philosophy is to invest with renowned and transparent managers who have a proven track record over all financial […]

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

– Sir John Templeton

Our Partners


allangray

prudential

nedgroup

orbis



Ninety One

fnb

pps

sarasin



coronation

frankiln

hollard

discovery


momentum

foord

ashburton

investec

linebreak

Useful Links



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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 6456
Our 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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