Our expertise is ensuring that senior executives, affluent individuals and family groups make smart financial decisions so they can achieve what is important to them.

Ascent Private Wealth works with busy executives and wealthy people to put order, certainty and clarity into their personal financial affairs. We aim to introduce the same financial disciplines and professionalism into your personal lives as you would expect from the CFO of a large public company, and our approach to your finances is collaborative, tailored and highly personal, as you would expect from any trusted adviser.

Our promise to you as a client of Ascent Private Wealth allows us to stand apart from other advisers and planners:

Obligation Free - there is no obligation for you to implement any of the strategies or actions that we recommend.

Objective - we work for you, as our clients, and put your interests first at all times. We understand that there is complexity with a wide range of choices to consider when managing your personal affairs, and we ensure that you make the right decisions armed with all the relevant information and options.

Value exchange - we charge for the value of our advice, and the benefits that we deliver, rather than for our time. Throughout the journey of achieving your financial goals, we help you evaluate the benefits of working with us in outcomes that you can measure - financial results and wealth creation.

Certainty - through our experience we are confident we can deliver the results you are seeking whilst managing various risks along the way. We do this by providing strategic planning advice and collaborate with you to deliver agreed outcomes. We aim to eliminate all surprises.

Transparent - we are a fee based business and fully disclose how we are paid, what we are paid for and we disclose any other interest or benefits derived from following our advice. You will never pay anything to us without a full explanation, discussion and agreement of costs in advance.

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