Ascent Private Wealth
About the Business
Welcome to Ascent Private Wealth, located at 12 Cato Street in Hawthorn East, Australia. As an establishment and finance institution, we are a trusted name in the financial advisory industry, helping our clients retain and grow their wealth.
At Ascent Private Wealth, we believe in living a spectacular life filled with adventure and quality. Our team of highly skilled wealth managers and financial planners are dedicated to assisting successful individuals and families in managing and growing their wealth. We understand that each client has unique values, needs, and aspirations, and we provide personalized financial advice centered around these factors.
Our firm prides itself on being able to navigate complex financial situations and create order. We are proactive in making things happen and hold ourselves accountable to ensure our clients' financial goals are met.
Our valued clients include executives, business owners, and professionals who are successfully wealthy. We offer a level of service that goes beyond the financial, providing tailored solutions and an exceptional level of personalization.
Our process begins by identifying your personal and financial goals and agreeing on a financial plan. We then present our financial advice and work with you to implement the plan. Taking action on your plan, we begin implementing the written financial plan and regularly measure your progress towards your goals. We provide progress reports and update your financial plan as needed.
Don't just take our word for it, hear from our satisfied clients: "We have been clients of Ascent for years. We love that everything is so easy. With Mark, Daniel, and the team taking care of our finances, we have less stress and more time to enjoy our retirement. Knowing our funds are well managed provides us with peace of mind to live the lifestyle we want. We would not hesitate to recommend Mark and his team."
Ascent Private Wealth Pty Ltd is an authorized representative of Count Financial Limited. Our ABN is 63 112 123 742. We are located at Suite 103, 12 Cato Street, Hawthorn East, VIC, 3123. Count Financial Limited's ABN is 19001974625, and they are located at Level 8, 1 Chifley Square, Sydney, NSW, 2000.
Please note that the advice provided on our website is general in nature. Before making any investment decisions, we recommend considering your specific investment objectives, financial situation, and particular needs. It is important to review the relevant Product Disclosure Statement before making any decisions related to a financial product.
Contact us today at Ascent Private Wealth to start your journey towards financial success and a spectacular life.
Photos
Location & Phone number
12 Cato Street, Hawthorn East VIC 3123, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I was referred to Mark and his team after a particularly difficult year to help me sort out my finances. I found a dedicated, highly professional team that managed my late husband's superannuation as well as giving me financial confidence for the present and the future. Mark's and his team's impeccable integrity is only surpassed by their friendly down to earth approach which made me feel like I was in the right hands from the first handshake."
"Mark and the team at Ascent Private Wealth have been extremely helpful, providing great insights and advice to help our family succeed."
"Highly recommend the team at Ascent Private Wealth. Quality people who go above and beyond to help me achieve my financial goals."
"Mark and the team at Ascent changed the way my family thought about managing our finances and wealth. They were able connect us with services that we would not have be able to access on our own and even helped secure top rate income protection for my husband who, as a pilot, was almost impossible to get. There is a reason why some of the most successful and respected people in Australia trust Ascent, and we recommend them to everyone we know."
"I had an outstanding experience dealing with Mark O'Toole of Ascent Private Wealth. He is passionate, committed and thorough when it comes to managing wealth. The whole experience was smooth and professional. Happy to recommend him."
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