Ascent Private Wealth

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Our Services

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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We can help you consolidate and simplify your finances by co-coordinating all the various experts, services and documents in a comprehensive way so that everyone is held accountable (including you) to enable you to achieve your ideal life.

We use a number of subject matter experts (who specialise in areas such as tax, legal, money management, insurance and financial planning) to help you implement your tailored financial strategy that we create based on your most important goals and deeply held values. We follow a process that creates a predictable result to ensure you have the highest probability of actualising your ideal financial future.

Your Comprehensive Lifetime Financial Plan includes:

  • 10 Key Client Deliverables (Services)
  • 143 Point Checklist
  • 3 Meetings a year – reviews and course corrections

Our team specialises in:

  • Financial Planning
  • Self Managed Super Funds
  • Money Management
  • Taxation Strategies
  • Estate Planning
  • Aged Care
  • Insurance
  • Debt Management
  • Succession Planning
  • Redundancy

Featured Case Study

The Luckiest Investor

When things go well, investors have a tendency to reflect on how smart they are. And when things go badly, well, that’s … Read more

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Ascent Private Wealth PTY LTD as trustee for the Ascent Private Wealth Unit Trust ABN 63 112 123 742 Authorised Representative of Godfrey Pembroke Limited ABN 23 002 336 254, Australian Financial Services Licensee, 230 690, Registered Office 105-153 Miller Street, North Sydney NSW 2060.