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.

  • 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.