Three generations of a family and their two dogs walking along a tree-lined farm road in late afternoon light

Financial advice built around you

Independent, personal and licensed since 2004.

Formed in 2004 to be a boutique financial services company

Ascent Wealth Management exists so that you, our client, receive personal service and are treated with integrity, fairness and objectivity when we design solutions for your financial needs.

What we do

A young couple laughing together between the vines of a Stellenbosch vineyard

For individuals

Personal financial planning helps you make the most of what you earn, protect what you have built and keep your family's future on course.

As your life, priorities and circumstances change, your plan is reviewed and refined with them. It is an ongoing relationship, not a once-off plan.

Estate planning
Structuring your affairs so that what you leave behind reaches the people you intend, with as little cost, delay and tax as the law allows.
Investment advice
Independent advice on building and managing a portfolio that matches your goals, your time frame and your appetite for risk.
Life and disability assurance
Cover that protects your family's income and lifestyle if you pass away, become disabled or suffer a serious illness.
Medical cover
Guidance on medical scheme and gap cover options, so that healthcare costs do not derail the rest of your plan.

A business team in formal attire walking through their office together

For companies

The death, disability or departure of a key person can disrupt a business and put its future at risk.

We structure benefits and cover that look after your people, protect the owners and keep the company steady when it matters most.

Retirement funds, medical schemes and risk schemes
Employee benefits that help you attract and keep good people, from retirement savings to group medical and risk cover.
Buy and sell assurance
Funding for a buy-and-sell agreement, so that if a shareholder dies or is disabled, the remaining owners can buy their share and the family is paid fairly.
Key person policies
Cover that gives the business the funds to recover when someone it depends on can no longer work.
Staff retention schemes
Structured incentives that reward loyalty and help your most valuable people stay for the long term.

A wider network when you need it

Through our network of associates we can also arrange the forming and oversight of local and offshore trusts, tax matters, the drafting of wills, the winding up of estates, and certain legal opinions.

Advice you can hold us to

Because Ascent is independent, our recommendations start with your needs, not with any product provider. Our advisers are qualified and licensed, our compliance is reviewed by an independent specialist, and every recommendation we make is set out in writing and explained in plain language, so you always know what we have advised and why.

Two advisers in conversation at a meeting table with Johannesburg in the window behind them

Our team

Tegan Bruyns

CFP® Financial Planner

Tegan is a Certified Financial Planner® professional and a representative of Ascent Wealth Management, where she works with young professionals and families who are building their financial lives. Originally from Johannesburg, she now lives in the Stellenbosch winelands, which suits a wine lover and adventurer, and brings a fresh, hands-on approach to planning. Tegan grew up around horses and competes in showjumping at a high level, a sport that has taught her patience and steady preparation, qualities she brings to every client relationship.

Kurt Hultzer

Director and Financial Planner

Kurt founded Ascent Wealth Management in 2004 and still advises the firm's individual and corporate clients today. A family man with a sense of humour like no other, he is most often found on the padel court when he is not with clients.

We work with South Africa's leading providers

5635

FSP No.

Licensed and independent

Ascent Wealth Management (Pty) Ltd is an independent financial advisory company, licensed under the FAIS Act as a Category 1 Financial Services Provider, and subscribes to the Act and its Code of Conduct. Our compliance is overseen by an independent specialist, and we protect your personal information in line with the Protection of Personal Information Act.

Contact us

Get in touch to arrange a conversation, in person or online.