Here is just a snippet of what some of our clients think about the ASCOT Wealth Management experience.
You guys rock! I recently had a terrible accident while overseas and as a result my back has never been that same. Thank you recommending that I put in place Life, TPD and Income Protection when you did. I have now been off work for over one year and am still receiving monthly insurance payment thanks to you guys. You’ve saved me from financial ruin!
As a business we were always busy working in our business rather than on our business. Nicholas and the team at Ascot helped us put in place goals and measures that have provided us with a more structured approach. These changes have lead an improved customer experience and increased turnover. ASCOT even reviewed our existing Life Insurance and provided us with a recommendation that has seen us become better insured for less cost!
Grand Wash Auto
ASCOT Wealth took care of everything, our super, investments and insurance. They identified the weaknesses in our portfolio’s and provided us with specific advice on how to move forward.
Since acting on the advice, our financial position has grown stronger and we feel much more positive about what our future look like. Thanks.
When I met with Nicholas from ASCOT Wealth Management I didn’t know what to expect, but the advice I received was invaluable.
Nicholas took the time to understand where I am at now and what I wanted my financial future to look like. He then provided a clear path for me to follow while also making sure that everything I had worked hard for up until this point was appropriately structured and protected. Thanks guys.
Director – Barry Plant Real Estate
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