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Asia-Pacific Wealth Management

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Asia-Pacific Wealth Management

Overview:

An established wealth management and tax planning group in the Asia-Pacific region. We work with regulated savings and insurance companies, providing financial services to individuals for over 20 years.

Our team consists of professional Wealth Managers and Tax planners, fully qualified to UK FCA and Australian ASIC standards. We help our clients to manage their assets effectively and maximize their efficiency and returns. What assets might these be? Residential and Commercial properties investments, sourcing of these properties worldwide, plus any mortgage requirements. Pensions, Superannuation, Portfolio management, obtaining better returns on cash right through to tax advice for expatriates and residents alike.

The company was founded in 1993, with the principles of strong client relationships at the core, “it is far cheaper to maintain an existing client than to find a new one”…good for the company, and “happy clients make long term clients”….good for clients, less stress and concerns.

The Asia Pacific business has strategically placed offices in Port Moresby, Brisbane, Suva, supported from the Malaysian head office.

Asia-Pacific Wealth Management is one of the largest wealth management group in the Asia-Pacific region. We work with UK FCA and Australian ASIC regulated investment and insurance companies, providing financial services to individuals for over 20 years. Our team consists of professional UK expatriates who are highly experienced Wealth Managers and fully qualified to UK FCA and Australian ASIC requirements. We help our clients to manage their assets effectively and maximise their efficiency and return.

Our experienced client liaisons team provide information to our clients on a monthly basis with information on current market news, portfolio performance reviews and future opportunities. These ensure each client will have a dedicated member from our client liaison team to keep them fully updated at all times.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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