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Wealth By Design

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Wealth By Design

Overview:

Wealth By Design was borne from the background experience and future vision of its two founding partners, Rory Mooney and Tim Rogers. On 1 July 2003 Wealth By Design was launched with the express purpose of providing quality financial advice to clients around the creation, protection and succession of their wealth.

As a facilitator of advice needs Wealth By Design will communicate with our clients other professionals, such as their own accountant, lawyer or banker, or if requested will call on the services of those professionals with whom we have developed strategic alliances.

Whilst continuing to build on the traditional advice offering, our mandate has been to further broaden the professional capability of the firm by combining the intellectual capability and experience of respected, credentialed advice personnel.

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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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