We decided to launch Ascenta Wealth as we felt our clients deserved better and that the traditional expat financial advice model was ‘outdated.’
In an industry that is often viewed as opaque and complex, we’re committed to transparency and simplicity for all of our clients, so that you can have absolute confidence that every area of advice or guidance you receive from us has your best interests at heart.
We have a number of fundamental beliefs which underpin what we do each and every day; our top three are:
- We manage your money in the same way we manage our own, our friends and our families
- We help you avoid the expensive mistakes
- We don’t recommend you to do anything we wouldn’t do ourselves
Technology and the pace of change will continue to influence how we live our lives, and another key factor in our decision to set up Ascenta Wealth was to embrace and be able to utilise these solutions.
Insurance companies (who own many financial advisory firms in Singapore) see this technology as a threat to their assets and simply don’t allow newer products and platforms to be used.
In a world where this technology reduces time for you to transact, is more environmentally friendly (no reams of paper for signing) and can be cheaper, we felt you deserved the opportunity to benefit from this. Being independent allows us to now do this.
We’ve only just begun, but we have big plans for Ascenta Wealth and we look forward to sharing then with you in the months ahead.