Hi, my name is Andy Elson. I've been a client of Ascenta Wealth since the beginning of 2020.
I got in touch with Ascenta because I had just moved positions in Singapore, and I thought it was a good time to start reassessing my pension and investments for the future.
I was looking for something to not only give me good returns but also for my family and my spouse in particular, that should anything happen that my family would receive 100% of the pension I put in rather than just 50%. I wasn't really sure how to go about it, so I contacted Ascenta and Rory to help me.
I found Ascenta very welcoming, very knowledgeable, and very experienced. They listened to what I needed and the kind of problems or issues I wanted to overcome, and using that knowledge and their experience, they mapped out a plan and a product that would work for me, and they explained it very well.
I chose Ascenta, and in particular, Rory, because they were recommended to me by a colleague who I respected. I knew he always researched things to the nth degree, so I had confidence that they’d provide a good service.
The best piece of advice Rory's ever given me, apart from the initial way we went through things, was during the 2022 downturn when he advised me not to panic, reassuring me that we've got good investments, and we'll just ride it out.
So, Ascenta and Rory have helped provide me with confidence in my investments during 2022. There was a bit of a downturn in the market throughout the year. I was a bit worried about whether that would affect my future targets and where we wanted my investments to be, and he reassessed that, and we made a few adjustments, and it gave me the confidence that we're still on track.
Since working with Ascenta, I'm pretty confident that my financial future will meet the targets that we set out. In fact, I've had such confidence, I've pretty much gone into semi-retirement.
The three words I'd use to describe Rory and Ascenta are knowledgeable, experienced and reassuring.
I would definitely recommend Ascenta and Rory to others. They listen to what your particular circumstances are, and they have the expertise and the knowledge to advise accordingly.
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
Rory is very personable and has tailored a plan suited to my needs
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.