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Refined Wealth (Pty) Ltd

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Refined Wealth (Pty) Ltd

Overview:

Refined Wealth is an independent, objective, financial advisory firm, focused on providing our clients with customised solutions to meet their unique and specific objectives. Our assets under management and the results we achieve for individual clients and business entities are proud testimony to our professional expertise and financial market acumen.

One of the greatest advantages of dealing with an independent financial advisory firm is our ability to put the best interests of our clients ahead of any focus on particular branded products.

In short, we offer you financial products that are ideally aligned with your exact needs.
We offer a wide range of comprehensive wealth management services that include:

   Financial Needs Analysis
   Estate Planning
   Risk Planning
   Business Assurance
   Investment Planning
   Retirement Planning
   Healthcare (Individual and Corporate)
   Short Term Insurance
   Employee Benefits
   Treasury

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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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