Wealth & Estate Planning

We understand that a variety of factors come into play when it comes to realising your personal wealth objectives. We are experts in our field and focus all our resources on providing you with exceptional accounting services, however we care about more than just your accounting needs.

Because we work with trusted professionals outside of our areas of expertise, we can be the source for all your wealth and estate planning services and a hub for all your financial requirements, ensuring you receive the best advice with an integrated holistic approach.

All stages of life

Regardless of what stage you are at in life, you need advice that is sound, practical and relevant to your personal circumstances.

Working towards your goals

We are passionate about working closely with you, to understand your goals and aspirations so that we can help you to achieve them.

We assist you along the way

At Ascot Accounting we are committed to providing you with a full range of wealth & estate planning services. We are constantly adding to our services to better meet the ever changing needs of our clients. Some of the trusted associated professionals we work with are:

• Legal Services
• Financial Advisors
• Business Finance
• Residential Finance
• General & Life Insurance
• Small Business Education

Get in touch with us.

Let us help with all your Wealth and Estate planning.