Independent Wealth Management Rooted in Lifestyle
Our Philosophy
We choose Lifestyle Planning over mere financial planning. It’s about the person, not just the portfolio. Our focus is professional advice; products are simply the tools we use to sustain your desired way of life.
Ideal Client
High-net-worth individuals, seasoned professionals, and business owners who require sophisticated, independent, and professional advice to secure their legacy.
Comprehensive One-Stop Services
Transparent Fee Structure
As a fee-based practice, we provide a Professional Fee Quotation upfront for approval. Our fees are based on complexity and expertise.
“We maintain absolute independence. Any commissions earned during plan implementation are NOT offset against the planning fee, ensuring our advice remains unbiased.”
Professional Excellence & Mentorship
Ascor is dedicated to the future of financial planning in South Africa. Through our own learnership programs and pro bono education initiatives, we train the next generation of CFP® professionals while applying Godly principles to everything we do.
Securing Generational Wealth
We encourage clients to involve their spouses and children in the planning process to facilitate the seamless transfer of family legacy.
