Ascent Wealth Management Pty Ltd
Financial Services - Upper Mount Gravatt, Queensland, Australia
Ascent Wealth Management Pty Ltd Employees
Ascent Wealth Management Pty Ltd Details
Ascent Wealth Management is a financial planning practice based on Brisbane's southside. We have over 400 clients, with 153 particpating in our Strategy and Portfolio Review Programme. Our key value for our clients is our strategic planning expertise- we believe that getting the strategy right will account for a large part of achieving the lifestyle you choose later on. Our ideal client wants to build wealth for a better life along the way and during retirement, is typically between 30 and 45 and is eager to start bridging the gap between now and retirement. Our mission is to guide our client's financial choices as they traverse the path through life towards retirement and beyond. We do this in 4 ways- 1. We spend a lot of time building an understanding of where our clients are now and where they want to go, and WHY this is important to them. 2. We then interpret current law and the environment to build strategies to take advantage of the opportunities that exist. 3. We flawlessly implement these, taking a project management approach. 4. We develop a long term relationship, as we move with our clients towards their goals together, helping avoid "big mistakes" along the way. We also ensure that our strategies can be altered should the clients personal situation change along the way. Ascent Wealth Management- Let us be your guide Ph + 617 3343 9228 or email steve@ascentwm.com.au
Ascent Wealth Management Pty Ltd Technologies
Captcha
reCAPTCHA
Email Providers
Outlook
Social Sharing
ShareThis
CMS
WordPress.org
Fonts
Google Font API
Social Login
Facebook Login (Connect)