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Cygnet Financial Group Pty Ltd

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Cygnet Financial Group Pty Ltd

Mission statement:

To provide leadership and positive outcomes for clients and to create security and prosperity for clients through quality advice. Our mission is to protect client's assets and manage their risk while growing wealth prudently to ensure they remain prepared for the worst of times and positioned for the best of times.

Overview:

Our Values

   * Trustworthy – Our word is our honour. Clients can rely on us always to do the right thing by them and to live up to this promise. Among each other we also carry this promise to do the right thing always.
   * Caring – We are passionate about caring for your clients' welfare and personal emotions and situation. We value compassion and strive to understand and respect the feelings of our clients and each other as staff members.
   * Achievement - We are successful people and strive to be successful in everything we do, everyday. We aim for outstanding work and outcomes with our clients in our professional role as trusted advisors.
   * Collaborative – we know that nothing significant can be achieved alone; we strive to work together as a team and always support each other
   * Reliable – We do what we promise. Clients can rely on us to get the job done in the timeframe and deliver the expected outcome.

Vision:

To be a lifelong partner and trusted adviser to our clients, protecting and building their wealth through the years. We will develop a small but loyal client base who entrust us with their complete financial security and prosperity and we will build a sustainable, profitable business where our staff love to work, create their own lifetime wealth, while having fun and are empowered to produce fantastic advice and service to clients.

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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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