Helping successful people
live a spectacular life
With a yearning for adventure and an appreciation for quality, the team at Ascent Private Wealth believe in helping their clients retain and grow their wealth.
As one of the most trusted financial advisers in Melbourne, Ascent Private Wealth help successful people and families manage and grow their wealth to live a spectacular life. To do this, a highly skilled team of wealth managers and financial planners advise our clients on making smart financial choices centred around their underlying values, needs and aspirations.
How we can help
Ascent Private Wealth is a firm that can walk into complexity and create order, we make things happen and hold everyone accountable.
Our valued clients are successfully wealthy families and individuals — executives, business owners and professionals. Ascent offer this group of people a level of service that goes beyond the financial, a range of tailored solutions with an exceptional level of personalisation.
Client service process
Initial discovery meeting
Identify your personal and financial goals
Agree to a financial plan Statement of Advice
Advice presentation meeting
Financial advice presentation
Agree to implement your financial plan
Implementation meeting
Take action on your plan
Begin implementing your written financial plan
Your goals progress review
Measure your progress towards your goals
Review progress reports and strategy action plan
Update your written financial plan, Statement of Advice, Record of Advice
