Looking back over a successful 2022 at Ascenta Wealth

December 7, 2022

As the year draws to a close, you might be taking time to reflect on the things you’ve achieved over the past 12 months. It can be easy to overlook the successes you’ve had when you’re focusing on future goals but taking the time to look back and feel proud is important, especially at this time of year.

Here at Ascenta Wealth, we’ve been thinking about the past 12 months and remembering the successes we’ve achieved as individuals and as a team. We thought you might enjoy reading some of our highlights of 2022.

We prioritised listening to our clients so that we could improve our services

We are continually striving to improve the way we serve our clients, and a big part of that is listening to your feedback so that we can understand what we can do better.

This year, we completed our first round of comprehensive client surveys so that you could voice your opinion to us directly about how we can be of greater service to you.

We’d like to thank everyone who took the time to provide us with such detailed and helpful feedback. We learned a lot and are very excited to begin implementing some of the ideas in the very near future.  

We have also been blown away by the very kind words shared by some of our clients in their Google reviews this year.

These reviews give the team a real boost knowing how we’ve helped our clients, and they also help us to understand what our clients truly value in our services so that we can do more of those things. Here are just a few snippets that made us feel very proud.

  • “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.”
  • “Great service and advice! Safe haven in difficult times like these, great returns otherwise!”
  • “I've worked with Paul and his team for nearly five years now. They were brilliant with me as a new first time investor, and have continued to be very helpful, knowledgeable and helpful since. I couldn't recommend them highly enough.”
  • “Very pleased with the financial advice and service I get from Ascenta Wealth. Rory is great to work with, he's very professional, knowledgeable, and always ready to help.”

We’d like to say a big thank you to everyone who has taken the time to leave us a review on Google, your kind words really do mean the world to us as a team.

The team has gone from strength to strength

We are very proud of the way our team has grown and developed throughout the year.

Dan achieved Chartered status from the Chartered Insurance Institute (CII), a highly respected industry benchmark that demonstrates our firm’s commitment to excellence.

To achieve this accreditation, Dan took a series of exams and publicly committed to upholding professional standards of qualifications, ethics, and social responsibility. We hope that Dan’s title as a CII Chartered financial planner further solidifies Ascenta Wealth as a trusted source of financial advice that helps you to achieve whatever you are looking for in life.  

We were also delighted to welcome Radz to the team this year. Radz has worked in financial services since 2010, and she will provide invaluable support to Rory and his clients as a paraplanner. We can’t wait to see what Radz will achieve with us and feel very lucky to have her on the team.  

Ascenta Wealth got a new look

Even though the service we provide to our clients is the most important part of our work, it’s always nice to be able to match those standards with a high-quality website too, so our digital platforms took centre stage in 2022.

We started with a revamp of our website to showcase the values we live by and the commitment we make to each of our clients. We love that you can now see exactly who you’ll be working with if you choose us as your financial planners, and hope that you have enjoyed learning more about us from our webpages.

As well as the website, we also increased the frequency of our communications to our clients and subscribers. If you found this blog through our email newsletter, we hope you’ve enjoyed receiving monthly updates from us featuring new articles on the subject of financial planning and lifestyle in Singapore.

If you’re not yet receiving our email updates and would like to subscribe, please visit our blog page and scroll to the bottom to add your email address.

What’s next for Ascenta Wealth?

As well as monthly articles, another new addition to our communications with our clients is a quarterly market summary.

Even though your investment strategy shouldn’t change based solely on market conditions, we learnt from our client feedback that understanding exactly what is going on in the world is very helpful for understanding your own finances.

We hope these summaries will help you to tune out the noise of the headlines and focus on what really matters for your own personal finances.  

We are also very excited to launch our new client portal in 2023. The portal is another update that we decided to make following feedback from our surveys.

It will allow you to securely upload and download your documents and complete any online questionnaires required by your planner. The ultimate goal of the new portal is to improve efficiency and reduce our use of paper.  

We will send further information about the new portal to all of our clients in the new year, so you won’t have long to wait until you can login and get started.

Get in touch

After a successful 2022, we can’t wait to see what 2023 will bring. If you’re an expat living in Singapore and would like to get the new year off to a great start by making sure your finances and investments are on track for achieving your life goals, we can help.

Either contact your financial planner directly, email us at hello@ascentawealth.com or fill in our online contact form to organise a meeting and we’ll get in touch.