Commitment

Ph: +61 3 9373 2160

Decisions are best made in the company of someone you trust



How do we help you succeed? It begins with trust. Toward that end, we prefer the terms client and relationship to customer and transaction.

To reinforce and strengthen the relationship we form, we encourage a high level of interaction. Each of our teams is led by a partner, which means you will always have access to your partner. The team that is assembled to support you will be comprised of professionals and staff who will make it their business to know your business.

What’s more, your team will be plugged into other professionals at our firm, which means you will benefit from the insights and expertise of different disciplines.

The result: you can expect not only answers but solutions.

Plan today for tomorrow



Making fairly simple financial decisions can cause concern to many people, more complex decisions where larger sums are involved can potentially be highly stressful.

Appropriate financial advice can ease the stress and help to plan successfully for your future whatever it may hold.

ASCOT Wealth Management has many years’ experience in all aspects of financial planning, advising both individual and corporate clients on either specific issues or more general holistic advice.

Our commitment is to provide a well-considered and personalised service centred on your needs with the aim of bringing structure to your future

It’s not what you earn, it’s what you keep that counts



At ASCOT Wealth Management we know that tax is one of life’s certainties, so we work with our clients to ensure that the burden is minimised.

Tax planning is essential to every individual and every business, to ensure that all tax mitigation steps are taken, whatever your circumstances and this especially important where significant decisions need to be made.

With the complexity of tax rules, it is essential to take sound advice to ensure that the optimum tax route is taken before any significant transactions take place.

At ASCOT Wealth Management we believe that any tax planning strategies we propose should also make commercial sense. By looking at you or your business as a whole we can make a real difference to your profitability.

Our tax specialists have a wide range of knowledge and experience. We will work with you and your business to acquire an understanding of your affairs in order to compile a comprehensive approach to minimise your tax liabilities.

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