Ascor® Independent Wealth Managers renders independent, fee based wealth management services to our clients. We provide a true one-stop service for our clients’ needs. We aim to be the leading independent wealth management group by being innovative and dedicated to our client.
High net worth individuals, professionals and business owners who demonstrate a need for professional advice and who require a long-term relationship with their advisers.
FINANCIAL PLANNING PHILOSOPHY
We prefer Lifestyle Planning to describe our service offering rather than Financial Planning – after all it’s about much more than the money, it’s about the person being able to maintain a lifestyle. Financial advice is our core focus, with products just a means to implement the professional advice we offer.
FPI membership and the CFP® designation promotes professionalism in the industry. As a designated professional practice, we are proud to promote professionalism in the industry by training and developing future financial advisers. We do this through our own learnership program as well as contributing to training and development in the financial planning industry in partnership with various stakeholders. As professionals Ascor does its share of pro bono education on various platforms.
FINANCIAL PLANNING FEE
After gathering sufficient information a Professional Fee Quotation is provided to the prospective client for approval before work is commenced. The quantum of the fee is based on the complexity of advice being provided as well as the level of expertise required to deliver the service. Any commissions earned for the plan implementation is NOT offset against the planning fee. Ongoing advice fees on Assets Under Management (AUM) is based on an advice fee sliding scale. Different payment options are available to settle the agreed planning fee.
– Financial planning – comprehensive, with a focus on retirement, estate and investment planning
– Deceased estate administration
– Audit and assurance services
– Accounting and payroll services
– Tax services
– Company Secretarial services
We are committed to being at the forefront of an ever changing industry by applying Godly principles and by being innovative and dedicated to our staff and our clients.
Our clients are first, always! Our consistent growth over the last decade, high client retention ratio as well as numerous awards won over the last few years is a testimony to this! The transfer of generational wealth is extremely important to Ascor and to facilitate this, we encourage clients to involve their spouses and children in the Lifestyle planning process.