• Retired senior executive of a major listed company

    “The advice that we have been given and the way they have structured our investments has been very good. This has allowed us to live the kind of lifestyle that we wanted. We do virtually anything we want to do.”

    Retired senior executive of a major listed company
  • Former Major League Baseball Player, Justin Huber

    “…with the personal service and professional guidance from Ascent Private Wealth, I have never had to worry that my financial house is not in order. …I look forward to many active years ahead without the burden of financial worry.”

    Former Major League Baseball Player, Justin Huber
  • Retired automotive engineer

    “When consulting other advisers when we were looking after our mother’s affairs, we appreciated the higher level of professional consultancy advice that Mark gave us. The different level was quite obvious and I really think it has added to our sense of security.”

    Retired automotive engineer
  • Current CEO and former senior executive of a major listed company

    “With the advice that we have received, we have been able to sort out our financial affairs and we have appreciated the advice and feel much more relaxed.”

    Current CEO and former senior executive of a major listed company
  • Retired business owner

    “…with the sound advice that we have been receiving, it has given us a lot of security. It has also given us the secure knowledge that we can engage in a fairly comfortable lifestyle and know that our future is secure…”

    Retired business owner

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We help successful people and families retain and grow their wealth. To do this, we help our clients make smart financial choices centred around their underlying values.

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2016 Budget Wrap Up – What you need to know

Last night the Treasurer handed down the 2016 Federal Budget.  Please read below some of the … Read more

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