What makes us unique
We recognise that selecting the right professional adviser to help you meet your aspirations is never easy. We provide our clients with a uniquely personal and proactive service.
You can expect a Partner to be the focal point of our relationship, effectively aided by our specialist staff.
We provide a comprehensive range of financial advice that include, superannuation, investment, insurance, estate planning and succession planning advice. But more than this, our clear focus on understanding our clients' affairs allows us to fully grasp complex issues in great detail, and so help our clients to accomplish their individual needs and objectives.
There is increased growth in Australia for those seeking financial advice and ASCOT Wealth Management has seen this growth first hand.
Unlike other financial advisory businesses, we work tirelessly to make certain we provide tailored and client specific advice at all times. We do this is by gaining a deeper understanding of the clients position today and both their identified needs and objectives while also uncovering those clients never knew they had!
It all comes down to the quality of information you have in hand. Is it current? Is it smart? Is it honest? Our advice is founded on sound business practices, built on a solid ethical platform, and offered by professionals committed to your success.
Our job is to provide the intelligence, creativity and imagination.