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Opes Wealth Trust

Mission statement:

Our mission is to work in partnership with our clients, to understand and implement the financial solutions required to help them achieve both their quality of life ambitions and their financial objectives.

Overview:

Opes Wealth Trust is a professional wealth management firm committed to providing objective and comprehensive fee-based financial advice to individual clients and companies. We provide a range of financial services designed to address every aspect of a client’s financial needs. In particular, we provide specialist financial advice in the areas of tax, risk, cash flow management and investment strategy.

Our aim is to provide the highest professional standards of financial advice to clients. The characteristics of our service are personal attention, confidentiality, clear communication and effective implementation. Our mission is to work in partnership with our clients, to understand and implement the financial solutions required to help them achieve both their quality of life ambitions and their financial objectives.

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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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