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.
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.
of clients would recommend us to their friends, family or colleagues
believe that working with us has helped or will help them to achieve their financial goals
were satisfied that we understand their needs and objectives
Paul is accessible and has his finger on the pulse
Ascenta listened to my aspirations and mapped out the best way to achieve them
Dan is like an extended family to me, I go to him before making any financial decisions
Rory is very personable and has tailored a plan suited to my needs
Meet Rob & Nicole
We feel our financial future is more attainable thanks to working with Dan
I trust that my money is in safe hands with Ascenta Wealth
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.