You left your home for a life less ordinary in the wider world.

You enhanced your career and your lifestyle. Now, you’re looking for a life-long partnership with a financial planner that tells you what you need to hear, instead of what you want to hear.

How we can help you

Whether you've lived in Singapore for years, or have just arrived with big dreams for you and your family, we want to help you create a life you love by making smarter decisions with your money. As an expat, Singapore can bring bountiful opportunities as well as hidden pitfalls, we can help you uncover both and guide your journey to the top.

We help Accredited Investors with a focus on internationally mobile families from the UK, Australia, India, and elsewhere in the world, who may need a more global approach to their financial planning. Typically earning over SGD 300,000 pa, our clients are often savvy investors but time-poor, and therefore recognise the value and freedom that working with a trusted adviser can create. You can find out more about Accredited Investor status here.

Your wants and needs

You want to better organise your financial
affairs
You want peace of mind when you think about
your financial future
You need financial guidance through life’s
transitions — both planned and unplanned
You’re seeking a higher return on life as well as a
return on your investments

Life questions we help you answer

Is my family going to be okay?
What do I want to do with my life?
Where do I want to be in the next 10 years?
How much is enough?
What do I want my legacy to be?

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 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 Mike

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

Meet Graham

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

Meet Harry

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

Meet Paul

Paul is accessible and has his finger on the pulse

We've helped people with the same goals and aspirations as you make the climb to financial freedom with long-term, fee-based financial planning.

View all client stories