What our clients say

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.

Meet Graham

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

Meet Paul

Paul is accessible and has his finger on the pulse

Meet Harry

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

Meet Mike

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