Fee-based financial planning for expats in Singapore

I was introduced to Dan and Ascenta Wealth early last year through a Financial Advisor friend who vetted the Singapore market for me. Very happy with his recommendation and the subsequent support and guidance received from the team over the past twelve months. Patient, detail oriented and have walked me through the options and pitfalls for my particular needs with clear explanation and reassurance advice. Highly recommend their services.

Daniel Purchon has been incredibly helpful in navigating my complex cross-border tax issues, always providing clear and practical suggestions tailored to my situation. His deep knowledge and thoughtful advice have given me confidence in making informed financial decisions. What I appreciate most is that he’s never pushy—he presents options with patience and respect, allowing me to move at my own pace. Daniel brings a positive, approachable attitude to every meeting, always welcoming me with a smile. He’s also played a key role in shaping my retirement and wealth planning strategy, ensuring my long-term goals are on track. I feel fortunate to have his guidance and expertise.

Dan was absolutely fantastic when we approached him for advice on cross-border financial planning and took the steps to guide us on how to find the right financial advisor for our unique situation (even if that meant not working with Ascenta). Would recommend Ascenta and Dan without hesitation to anyone looking for unbiased, fee-only and ethical financial advice.

Daniel was very helpful in giving us advice regarding our situation. He took time out of his own schedule to discuss with us even though we are in different time zones! Thank you so much! Your advice & guidance are much appreciated!

Ascenta has provided excellent international financial advice for our family, currently living in Singapore as expats and with UK ties. We most value their proactive support with new issues in these rapidly changing times, and they are very good listeners - everyone’s situation is unique. I highly recommend them to others, just as they were recommended to us.

Working with Paul and his company Ascenta Wealth has truly transformed our financial journey. From the very beginning, he took the time to understand our goals, values, and concerns. His approach is not only professional but also incredibly personalized. Paul has a deep knowledge of financial planning, and his ability to break down complex financial concepts into clear, actionable steps has made us feel confident every step of the way. Thanks to his guidance, we've been able to make smarter investment decisions. We couldn’t be happier with the results and highly recommend Paul to anyone looking for a financial advisor!

My experience with Rory was exceptional from beginning to end. I greatly valued the insights and knowledge he provided, which helped me make some changes to my portfolio, leaving me feeling much more confident. Rory is also incredibly friendly and a pleasure to talk to.

We've only been working with Dan and the team at Ascenta for a short time, but we already feel confident about our financial future. Unlike many financial planners who lack transparency and often come with hidden charges, Ascenta provides us with plans backed by in-depth analysis. Dan is genuine and keeps us accountable. He regularly follows up to check in on our progress, even on matters where Ascenta has no financial stake—showing that our best interests are truly at the heart of their service.

I've recently become associated with Ascenta Wealth, having worked with several financial advisory services, and can happily say that they have stood out as a very high quality organisation. My dealings with Dan Purchon have been totally professional but also extremely friendly with a true focus on building a relationship before anything else. I would recommend them without hesitation.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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

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

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.

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

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.

Very proactive and accessible.

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!

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.

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.

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!

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.

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.

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

Super nice and professional service

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

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

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!

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.

Dan and Mas do a wonderful job looking after me.

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

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.

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.

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.

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.

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!

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.

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

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

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

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

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.

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!

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.

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

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!

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

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

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.

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.