My name is Graham Prentice. I’ve been a client of Ascenta Wealth for about two years now, and my financial adviser is Rory Brown.
I got in touch with Ascenta Wealth because I wanted some advice on the management of my finances, specifically around what I should do with some income that I was receiving in Singapore, and how I could then benefit from that with some tax-efficient savings.
The financial markets are a bit of a minefield at times, and I was really looking for someone who could give me some good advice about the best investment products that were out there for me.
I’ve known the guys at Ascenta Wealth for some time, mainly through football. I’ve played football with them at various stages, but I was also involved with them at their previous company before they set up on their own.
When they set up as Ascenta Wealth and moved over, it was a bit of a no-brainer for me to join them. Having already had Rory as my financial adviser, and having listened to the sound advice he had given me, I wanted to stick with the same guy.
So, the best thing for me about working with Ascenta Wealth is that they are very personable. They’re my peers.
Financial planning can be quite complex, but these guys make it really simple, really straightforward and put your mind at ease.
I chose Ascenta Wealth because I felt that they were small enough to really focus on and understand their customers. Also, having known the guys personally for a period of time, I trust their judgement.
I’m really pleased to be working with Ascenta and Rory specifically as my financial adviser because I just feel that they really understand my needs as an individual and what I’m trying to get out of my financial planning and long-term future with respect to retirement, etc.
The three words I would use to describe Ascenta Wealth would be reliable, focused and honest. In the time I’ve worked with Ascenta Wealth, I think the best piece of advice that they’ve given me is to stick with it, to not be reactionary and pull out when you think that things are, or maybe not going so well, but stick with it, stick with the investment, and ride the downs as well as the ups.
I would have no qualms about recommending Ascenta Wealth to anyone out there who’s looking for financial advice. I’ve found them to be really responsive and really focused on me as a client, and they’ve really helped me to navigate some of the complexities of financial markets.
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
Ascenta listened to my aspirations and mapped out the best way to achieve them
Paul is accessible and has his finger on the pulse
Meet Rob & Nicole
We feel our financial future is more attainable thanks to working with Dan
Dan is like an extended family to me, I go to him before making any financial decisions
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.