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Tailored Wealth Pty Ltd

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Tailored Wealth Pty Ltd

Overview:

Why Choose Us
We take away all the hassle and guesswork about your financial future by helping you to make SMART decisions about YOUR money while freeing up your most valuable asset - YOUR TIME.

   We understand
   that everyone is different, with different goals and aspirations. We will work with you to tailor a strategy that is matched to your lifestyle today and goals for tomorrow – there is a balance to be found between living for today and securing your future.
   We’ll simplify the whole process for you
   We won’t baffle you with jargon, but ensure your options and concepts are easy to understand. Our strategies are not idealistic but practical and will make a huge different to your long term wealth.
   Privately Owned
   We are privately owned, as is our licensee. This means no financial institution has any influence as to how we run our business or the products we ultimately recommend to our clients. This sets us apart than the majority of firms in the market today. It allows us to take a best of breed approach when choosing companies our clients partner with.
   We’ve got your best interests at heart
   We love to play Devil’s advocate and act as a sounding board for your financial ideas. You’ll not only get guidance and support, but we will also hold you accountable to your own aspirations.
   Our active investment
   Via our preferred investment model your investments are constantly monitored through a powerful Dynamic Asset Allocation process - the most effective way to make your money work for you. Your portfolio has the flexibility to make tactical decisions on a daily basis without the red tape. No longer will ‘time’ be the only means of managing investment risk.
   Our expertise and commitment to you
   You could try managing your finances yourself but results will vary via trial & error. This exhausts your most valuable assets – your time! We already have the knowledge & experience, which allows you to short cut the learning phase and get straight to the results! We will work with you every step of the way to ensure that your money works hard for you.

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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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