Our Values

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We pride ourselves on forming long term relationships with our clients since it is the ongoing review that rewards both parties and not just the first 6 months. Our processes will continue to reduce costs, your time, and increase efficiency across your portfolio and estate. Our founding principles are a refreshing approach to other advisory firms and we aim to be the model that others replicate in the future.

The team
“Having spent many years in the markets we believe we have produced fresh, forward thinking investment solutions with an overall cost of sub 1% TER (Total Expense Ratio), compared to the commonly seen +2% or higher TERs of our competitors.”
– Mark Insley, Managing Director, Ascot Wealth Management
The team


  • We provide a transparent fee based approach to managing your wealth. You, the client, have the option of how to pay for our services.
  • We also provide an independent ongoing review of your situation and finances. You will receive a whole-of-market perspective on your investment solutions and estate planning to minimise your tax.
  • We will not be influenced by either product solution or investment selection in our personalized service. We believe in putting the client’s interests ahead of anything else.
  • We have been created, and are owned, by clients so we always provide tailored solutions that aim to put the client first. Provide a fresh thinking approach to planning and investment selection.
  • Our solutions are an unbiased mix of active and passive investment styles delivered in what we believe to be the most cost efficient manner. We strive to deliver the best solution for you and all investment commissions are passed back to clients.