Our clients come from all walks of life, and each has a unique story to tell. Here, a selection share how they started working with us, how we have helped them on their journey, and why they would recommend us.
Rory is very personable and has tailored a plan suited to my needs
Dan is like an extended family to me, I go to him before making any financial decisions
Meet Rob & Nicole
We feel our financial future is more attainable thanks to working with Dan
Paul is accessible and has his finger on the pulse
I trust that my money is in safe hands with Ascenta Wealth
Ascenta listened to my aspirations and mapped out the best way to achieve them