LinkedIn Profile

Access Ascent Wealth Management historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:ascentwealthmanagement-2 1406664 May 22nd, 2019 12:00AM Ascent Wealth Management Pty Ltd 30 4.00 Open Financial Services May 22nd, 2019 10:10AM May 22nd, 2019 10:10AM 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 Open Business and Personal Estate Planning strategy and structuring, Strategic Financial Advice, Redundancy counselling, Superannuation and retirement income Open 50- 56 Sanders Street UPPER MOUNT GRAVATT QLD AU 4121 Financial Services
private:ascentwealthmanagement-2 1406664 Nov 7th, 2017 12:00AM Ascent Wealth Management Pty Ltd 29 5.00 Open Financial Services Nov 7th, 2017 05:20PM Nov 7th, 2017 05:20PM 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 Financial Services
private:ascentwealthmanagement-2 1406664 Nov 1st, 2017 12:00AM Ascent Wealth Management Pty Ltd 29 6.00 Open Financial Services Nov 1st, 2017 05:03AM Nov 1st, 2017 05:03AM 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 Financial Services

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