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Fee-based financial planning for expats in Singapore

Navigating your finances, insuring against the unforeseen and planning for retirement can feel like climbing a mountain. Our expert advice means you never have to make the climb alone.

the Ascenta team

Personalised financial advice that works for you, not the big financial institutions

We’re here to guide you on your financial journey.  Our team is operated purely by advisers who are qualified to the highest professional standards in Singapore as well as the UK. We're committed to ensuring your wealth is invested with as much care and diligence as our own, and that of our friends and family.

Meet the team
climbing the mountain

We help expats with the same goals and aspirations as you on their unique journey to financial freedom with long-term, fee-based financial planning.

What our clients say

89

of clients would recommend us to their friends, family or colleagues

92

believe that working with us has helped or will help them to achieve their financial goals

100

were satisfied that we understand their needs and objectives

Meet Mike

Dan is like an extended family to me, I go to him before making any financial decisions

Meet Andy

Ascenta listened to my aspirations and mapped out the best way to achieve them

Meet Rob & Nicole

We feel our financial future is more attainable thanks to working with Dan

Meet Graham

Rory is very personable and has tailored a plan suited to my needs

Meet Paul

Paul is accessible and has his finger on the pulse

Meet Harry

I trust that my money is in safe hands with Ascenta Wealth

View all client stories

We'll help you create a life you love by making smarter decisions with your money

We’re the go-to financial planners for individuals and international families with a focus on British, Australian and Indian clients. We’re specialists in what we do and provide a long-term trusted financial planning relationship during your stay here in Singapore and beyond.

Your life becomes our map. We immerse ourselves in it and find the best routes to the summit of financial freedom. Whichever route you choose, we’ll be right beside you through life’s ups and downs. Our relationship is with you, not your money.

Who we work with

I have been a client since its inception. I particularly appreciate the availability of the wealth managers, the custom approach to tailor financial investments, and the ability to prepare investment packets aligned with my priorities and goals based on our conversations. Compared to larger wealth management firms, the biggest benefit Ascenta offers is the strong focus on personal client needs.

Daniele Pigni

Jun 11, 2024

Rory - my Financial Advisor from Ascenta - has done an excellent job. His advice was straightforward, smart and most importantly - productive, with my investments performing strongly. Rory is also a pleasure to work with, getting back to me promptly wheneve I need advice. I highly recommend him, and Ascenta.

Graham Kelly

Jun 7, 2024

I've had the pleasure of working with Rory as my financial planner since 2019, and I couldn't be happier with the guidance and support he's provided. I was initially introduced to Rory through a mutual friend, as I was looking for someone who could help me navigate my finances after living abroad for a number of years. Despite my limited knowledge of financial markets and funds, Rory made the entire process seamless and easy to understand. He tailored his advice to my specific needs and goals, ensuring that we were always on the same page. His personalised approach has been invaluable in helping me plan for my future, organise my finances and save for important milestones. Not only has Rory assisted me with financial planning, but he has also given me advice on other essential aspects, such as my will and UK National Insurance contributions. His commitment to my overall financial well-being is unwavering and I'm confident that he consistently acts with my best interests in mind. I'd recommend Rory to anyone in Singapore seeking a highly trusted and knowledgable financial planner.

Helen Giles

May 27, 2024

Rory is thorough, knowledgable and always available to answer questions. He has helped me to approach managing all of my assets as well as creating an investment plan to suit my goals and lifestyle. My mind is at ease knowing that he is managing my finances.

Heather Garside

May 24, 2024

I liaised with Rory on several occasions and the knowledge he shared was vast. I felt it so helpful to not only receive guidance and advice but to also learn about finance on a much deeper level so I could make better choices in the long run. Rory was able to advise me about the ways in which I save for the future, my mortgage, fixed rate accounts, and how to enter the stock market. These have helped me work out how I can try to make the best of my money for my future and for my kids. I am honestly so grateful.

Lottie Lyle-Meller

May 23, 2024

I have been with Ascenta since their inception. They have been great to work with.

Rio Ishii

May 15, 2024

Have worked with Paul for several years now as my portfolio manager. Very knowledgeable and reachable whenever I need investment and financial help. Highly recommended if you need help with your financial and retirement planning.

Rudolph Fourie

Feb 13, 2024

I was referred to Ascenta Wealth and it has been a seemless financial journey so far. Paul takes time to understand your situation, providing logical advice and a consistent service. I would recommend them to anyone in Singapore looking for financial planning expertise.

Nick Ryland

Jan 24, 2024

Dan’s expertise and personalized guidance has been instrumental in helping me make informed decisions. Grateful for his dedication to my financial well-being. Highly recommend Ascenta Wealth.

Aki Tsukui

Jan 11, 2024

Ascenta has been extremely helpful in transferring a private pension to a fund which permits me efficient and appropriate access, unlike the previous pension fund which was restrictive. Up to now I have found the Ascenta group helpful, efficient and transparent.

Simon Lazenbatt

Nov 15, 2023

Been with Rory for a while now and am very happy with the service and offerings from Ascenta

glen woodmansee

Sep 20, 2023

Rory and the team are very supportive and provide a great individualized service to suit my family's situation.

Tom Clarke

Sep 11, 2023

Worked with Rory over multiple years in Singapore and very happy with the personalized advice and guidance.

Mikko Lehtonen

Sep 11, 2023

I've been a client of Ascenta Wealth for several years now and my experience has only been positive. Rory Brown provides solid, measured advice with a long term strategy in mind. I like the proactiveness, personalized approach and openess to new views and ideas which we discuss every once in a while over coffee.

Jure -

Sep 8, 2023

Great financial planning advice tailored to my needs. Very personable and approachable. Highly recommended.

Graham Prentice

Sep 8, 2023

Dan and his team has been supporting us for 4+ years. Dan is able explain complex financial advise topics in easy to understand language, has an in-depth understanding of the tools and products on the market which meet differing needs, and has an engaging and friendly demeanour making it a pleasure to talk about financial planning. The Ascenta Wealth team are very responsive and supportive.

Dave Scott

Sep 7, 2023

Very proactive and accessible.

Jun Bautista

Sep 7, 2023

Great experience with Ascenta. I first spoke with Dan 7 years ago for some general friendly advice on tax/NI. He wasn’t wasn’t pushy, just offered insights based on experience. I then chose to formally engage him years later, when I had broader long term goals to consider. I’ve been very happy with the level of attention and solutions offered. Thanks!

Robin Clark

Sep 7, 2023

The team listen to your needs and then tailor the investment options based on your needs. Sounds obvious but believe me from experience its not. Id recommend.

David Morris

Sep 5, 2023

Advice is well researched and thorough. Dan always takes the time to explain the plans he puts together to manage our wealth, and information is delivered calmly and respectfully. Follow up is swift and efficient. I would thoroughly recommend Ascenta.

Lydia Clark

Sep 5, 2023

I have known Daniel Purchon for over 13 years now and wouldn't trust any other planner with my finances. In addition to being a Chartered Financial Planner, he combines this high knowledge level with 20 years of experience and a true dedication to delivering a great proactive service, meaning I feel like my financial plan is fully under control and on target. Highly recommend!

Nigey B

Sep 5, 2023

Professional, trustworthy and insightful financial planning advice, especially for my case as an expat who has lived and invested across multiple countries. Daniel is a friendly, approachable and realistic advisor who I rely on constantly in the confusing and fast-shifting world of international finance.

Floydd Wood

Nov 30, 2022

No-nonsense advice from advisors who aren't being pushy but will explain anything you have questions on. If you don't want to be hand's on they'll keep track of developments and follow-up with a regular meeting request or if they feel there is need to take action. Pleasure working with Dan Purchon and Maselah.

Jeroen Overbeek

Nov 13, 2022

Very professional firm. I’ve know Dan Purchon for years it seems and his advice has always been very sound.

Leena Beejadhur

Nov 12, 2022

Super nice and professional service

Tommi Rouru

Nov 12, 2022

Great service from Dan and the Team, they are always available if you need advice or help

Nick Williams

Nov 11, 2022

Very professional company to work with. Thorough knowledge of the markets they advice in and very in-depth analysis of the best places to invest

Daniel Vale

Nov 10, 2022

Very happy to recommend Dan and the team at Ascenta. Dan has always given us valuable advice in a highly professional yet friendly manner. Thanks!

David Glenister

Nov 10, 2022

Dan and his team provide a friendly, approachable and professional service. No question is too trivial and we have felt very well informed throughout our retirement planning. We continue to benefit from Dan’s support and would highly recommend Ascenta Wealth.

Karen Magill

Nov 9, 2022

Dan and Mas do a wonderful job looking after me.

Peter Chisnall

Nov 9, 2022

Dan is very professional. I like his practical approach in helping me reach my goals.

Angeline Alexander

Nov 9, 2022

Always a good experience dealing with Ascenta. My advisor is great at keeping me informed and ensures I’m up to speed with what’s happening in the market. He’s very good at helping me navigate the admin so that nothing is missed, which is hugely helpful.

Rachael Halliday

Nov 9, 2022

We have had an extremely positive experience with Dan and his team. Dan initially helped us with consolidating our pensions and advising on life insurance. Our relationship then developed until he was advising on investments and helping us with our retirement planning. He is extremely responsive and more important proactively reaches out to ensure that we are always well informed. I would wholeheartedly recommend Dan and his team.

Jasween Gill

Nov 9, 2022

Dan is a really enjoyable advisor to work with and doing a great job in tricky times. Clear and honest information. No BS. Always available to answer any questions. Good holiday recommendations too. Highly recommend.

Nick Hansen

Nov 9, 2022

I’ve been working with Dan and his team for over 8 years now. Everyone is incredibly professional, knowledgeable and kind. I’d recommend Ascenta Wealth to anyone, they’ve assisted me in planning ahead for the future by helping me optimize my investments. The confidential advice from Dan and his team has been priceless to me. Thank you.

Elaine Battersby

Oct 31, 2022

Very pleased with the financial advise and service I get from Ascenta Wealth. Rory is great to work with, he's very professional, knowledgeable, and always ready to help. All the best in the future Ascenta and Rory!

Juancho Jerusalem

Oct 27, 2022

I have been a client of Paul Charles for the past 5 years. Paul has been amazing over that time and it has always been about what I want and require when I retired. I can’t endorse Paul and the Team at Ascenta Wealth highly enough.

Alistair Barnhill

Oct 18, 2022

Ascenta Wealth is good. They've been very responsive and supportive in helping me sort out my finances and plan for retirement.

Mandy Whyte

Oct 18, 2022

Dan and the team have been attentive to our needs, great at communication and explanations. Most importantly they have delivered sound sensible advice.

Andrew Hodson

Oct 18, 2022

Paul has always been very attentive and his advice has been extremely sound through turbulent times

Stefano Harney

Oct 14, 2022

paul charles does a good job of reviewing my portfolio and recommending changes. good update sessions. the website is well set up to check status as frequently as possible

Jeral D'Souza

Oct 14, 2022

I was introduced to Dan by someone when I had no idea what was financial planning or what my financial goals where. I am so glad I meet Dan who has always taken that extra pain to keep things simple for me and also reason with me when needed. I would highly recommend Ascent to those who are looking for professional advice with a personal touch.

jyoti mishra

Oct 7, 2022

Rory Brown from Ascenta Wealth has been looking after me and my finances for over 5 years now. I initially started off with a flexible investment plan, but decided I also wanted something long term and now I'm a dad, I wanted my life insurance sorted out too. Rory advised me on the best options available for me and we went from there. I own my own business and don't really have time to add savings/investment management to my life admin. I fully trust Rorys advice. I don't have to think about my investments and have peace of mind knowing that he is making all work as best he can. Even though the markets aren't great at present, I'm still being kept up to date regularly and know that future returns will eventually be healthy. Highly recommended!

Strength Clinic Academy

Oct 5, 2022

Ive worked with Rory for a few years and he always listens to what I require and aiming for, giving sound advice and prompt service to make it happen smoothly and efficiently, from the time I was initially looking to invest up to date, in this difficult year. I look forward to maintaining that relationship and getting their knowledge and continued advice over the future years.

Andrew Elson

Oct 4, 2022

Great people who know what they are doing and excellent service. I am glad that I am with these guys

Richard Hill

Oct 4, 2022

Dan is trustworthy, patient and knowledgeable. He takes a lot of time to understand your circumstances and to walk through all your choices. The admin team are also fast and efficient!

Erica L

Oct 3, 2022

great service and advice! Safe haven in difficult times like these, great returns otherwise!

Paolo Bortolotto

Sep 30, 2022

I've worked with Paul and his team for nearly 5 years now. They were brilliant with me as a new first time investor, and have continued to be very helpful, knowledgable and helpful since. I couldn't recommend them highly enough

Kieran Sasiadek

Sep 29, 2022

Can't recommend highly enough. The team at Ascenta listen, propose a range of options and remain flexible when circumstances change. Accessibility, follow up and execution is second to none.

Kristin Veriga

Sep 29, 2022

Daniel is an extremely helpful financial adviser who always takes time to explain things in detail and keeps us up to date with what's important.

Richard Hazeldine

Sep 29, 2022

the climbers journey