Testimonials

What our clients are saying about us.

Denva Suttie & Sarah Lawson – Victoria

Before selecting a Financial Adviser we had discussed our finances with a few other advisers, but from our first meeting with Ascentia it was apparent that their depth of knowledge far exceeded that of others we had spoken with. Ascentia took time to listen to us, getting to know us, what our priorities were and our hopes for our family’s future. They took the whole picture into account. We never felt as though they were working towards their own agenda as other Financial Advisers had done. Ascentia’s support during the COVID-19 crisis has also been invaluable. Without dismissing our fears Troy guided us and provided reassurance that though bad it would turn around and the important thing was not to over react or become despondent. Troy steered us through this stressful period with a lot of emails and phone calls. Ascentia clearly understands that to our family our financial future is not simply a matter of figures on a balance sheet, it’s far more complex than that. To feel secure, we have to have confidence that experts who truly care about our future are overseeing our investments and wealth protection. We are truly grateful to all the team at Ascentia.

Wayne Doyle – Victoria

I had previously dealt with financial advisers and it took many years to find the strength to take a second step towards our financial future due to the lack of support and communication. Troy stands worlds apart in standards from our experience with other financial advisers and I look forward to our ongoing relationship with him and the wonderful Ascentia team. Troy and his lovely assistant Dez are always up for a chat and a laugh. Don’t hesitate to set up your financial future with Ascentia as they are truly a very professional financial advice firm networked with an efficient, knowledgeable and friendly team that ensure my questions and needs are met with eagerness, professionalism and prompt timing. Communicating with a caring, personal, helpful, and clear manner made what can often be a nervous and stressful experience into one of smooth transition and implementation with information easy to understand. I have gladly referred family and friends to Troy.

Alex & James Medved – Victoria

Troy and the team at Ascentia were always very professional in our dealings with them. They explained the strategies and process involved in a way we could understand. They looked closely at our own personal situation from a holistic point of view before offering us advice on strategies and products that would suit our needs. Troy is always ready to help and answer any questions we had quickly and efficiently and provided all information in a way we could understand. We were treated with respect. I feel they are genuinely trying to help people to secure their future. Something my husband and I appreciate very much. Thank you!! During the stressful lockdown period from COVID-19 here in Victoria Troy even sent a nice card with funny dad jokes on it which was a welcome bit of light relief.

Ascentia Financial Group
Excellent
5.0
Based on 50 reviews
review us on
I cannot recommend Susan Howard enough! As a female, it’s incredibly important to have a financial adviser who understands my unique needs and goals. She has been instrumental in ensuring my financial stability and guiding me every step of the way toward buying my home. Her expertise, patience, and dedication to helping me financially succeed have made all the difference. I felt empowered and confident throughout the process, and I truly believe that more women would benefit from working with someone as knowledgeable and supportive as Susan. If you’re looking for a financial adviser who genuinely cares and goes above and beyond, then I recommend you get in touch with Susan Howard from the Ascentia Financial Group.!
Susan at Ascentia has been fantastic, she understands our needs and matches investments for our Superannuation that gives us the return we expect. She also works closely with our accountant to maximise our Tax benefits. A Win/Win, making money and minimising Tax. We highly recommend Susan and the Ascentia Team. 😊
I was dubious about the idea but have never looked back, Susan and her team at Ascentia have been looking after our super daily since we joined them almost 4 years ago. Every fine detail is attended to and all our questions answered.
I Have found Troy and Bianca to be very professional and helpful. I am looking forward to a long positive relationship A+A+A+
Excellent, personable and professional service. Glad I made the move to Ascentia.Thanks Naldo and Bianca for all your support, it’s a pleasure dealing with you!
Professional and friendly service explaining complex financial matters in layman’s terms so the process is understandable. I am regularly informed of decisions made to help grow my superannuation which gives me comfort that my account is ‘actively managed’ a huge difference to other passively managed super fund my financial. I’m very happy with the progress and my financial advisor Troy Dyer who advised me to approach my bank for a better mortgage rate, which resulted in my interest rate dropping from 7.3% to 5.53%.
I get very jittery about the financial world but Naldo has been a steady hand on the tiller fielding my questions and concerns always in a thoughtful and responsive way. The value of a working relationship with an advisor who takes the time to explain and reassure shouldn’t be underestimated, particularly in times of such economic uncertainty. Going above and beyond in a personalised approach doesn’t happen anywhere very often any more, particularly in the set-and-forget superannuation market. Highly recommend if you like direct access to those in the know, and who care.
I cannot speak more highly of the professional and friendly service provided by Susan Howard. The manner in which she clearly explains financial options is so helpful and she always goes the extra yard to give helpful options.
Susan was very knowledgeable and very helpful.
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