The traditional ‘expat financial advice’ model is outdated. It’s focussed on selling complex financial products that serve the needs of those selling, rather than those investing in them. We don’t sell financial products, instead we propose financial options with a fresh approach called Lifestyle Financial Planning that puts you and your needs first. Our relationship is with you, not your money.
The financial advice market in Singapore is predominantly a sales industry, with product providers often employing direct salespeople to sell you their commission-based plan, regardless of whether its right for you. Lifestyle Financial Planning changes the game and puts you first. We focus on your lifestyle, goals and aspirations and tailor our advice and solutions to your exact requirements.
As fellow expats we’ve experienced the highs and lows of living overseas, we know what works financially and the pitfalls you should avoid. We don’t sell outdated financial products. We don’t recommend commission-based plans. Instead, we are completely transparent and operate on a fee-only basis. We will never recommend anything we wouldn’t do ourselves.
The route to financial independence starts with a goals-based plan. Together we’ll build a detailed picture of your circumstances, including your income, outgoings and assets as well as your aspirations for the future and a definition of what financial freedom means to you.
We then use our industry leading Cashflow Planning software to give you a clear route forward, and stress-test your plan for when life throws you a curveball (which it will). We can’t predict the future, but we can give you the best chance of realising your financial goals.
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
Dan is like an extended family to me, I go to him before making any financial decisions
Rory is very personable and has tailored a plan suited to my needs
I trust that my money is in safe hands with Ascenta Wealth
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
Ascenta listened to my aspirations and mapped out the best way to achieve them
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.