Who we are
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.
“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
- 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.
“The investors chief problem, and even his worst enemy, is likely to be himself”
– Benjamin Graham
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Please note that there are various phishing emails going around at the moment. One in particular appears as if […]
“The four most dangerous words in investing are: ‘this time it’s different'”
– Sir John Templeton
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,Click here
“Price is what you pay. Value is what you get”
– Warren Buffet