Client Experience Survey Results

See how Ascent Wealth Management stacks up against the rest of the industry in the results of the June 2016 Client Experience survey, prepared by Core Data.

What our clients are saying about us:

  • "We had plans and goals for our retirement and having now been retired for over 10 years are more than happy with the outcome so far."

  • "Steve is very professional, he knows what he is doing and he listens to you and discusses in clear, concise and sensible language. He treats you as a person not just a dollar sign and goes the extra mile to get the best outcome."

  • "We find our financial adviser very trustworthy, honest, always happy to help us in any way, and have complete faith in the decisions he makes for us."

  • "Very satisfied with the assistance provided by Steve and staff. They actually understand our situation and go the extra yard in keeping with our needs. "

  • "We enjoy catching up with Steve and Katrina from Ascent, they are professional, well organized and very friendly, with Steve offering great advice."

  • "This is a new process for me personally. The advise seems sound with considerable documented backup. Also the vibes given off of the financial adviser and their assistant is positive and there manner is polite and courteous."

  • "Excellent advisor and someone I trust wholeheartedly."

  • "Steve has our best interests at heart and gives pertinent prompt advice when needed. He is knowledgable and is on top of current government changes. He is trustworthy, kind, caring and organised. Katrina is also efficient and extremely obliging. We have confidence in Steve. It is always a pleasure to see him. "

  • "Steve has an excellent understanding of our needs and we value our relationship greatly. "

  • "Steve explains everything to us in language we understand and answers all questions we ask him. We can call up at any time with questions and if he cannot get back to us immediately he does so as soon as possible. It is nice to have absolute confidence in your financial adviser so you do not have to worry about your money being safe for when it is required. "

  • "Steve has an excellent understanding of our needs and we value our relationship greatly. "

  • "Steve is very professional in his approach, honest and trustworthy and he is always willing to go the extra mile to provide advice, communication and information. Support staff are excellent"

  • "Before retiring we set out goals we wished to achieve in our retirement and we have been more than happy with the results. We are happy and have peace of mind knowing that our finances are being managed professionally and safely."

  • "Steve has an excellent understanding of our ne"Steve is knowledgeable, courteous and a great communicator"

  • "Excellent communication skills, very approachable, takes his time - never rushes you, strong organisation and office processes so good with reminders and follow-up. Went to Steve on the recommendation of a friend/colleague and have been completely satisfied with his advice. "

  • "Steve is knowledgeable, courteous and a great communicator"

Client Engagement

Our clients rate our service almost 80 out of 100, compared to the industry average of 34.5 out of 100.

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Financial Planning Profession

Frequency of Contact

88% of respondents have had some form of contact from Ascent Wealth Management in the last three months.

Net Promoter Score

Net Promoter Score is a measure of loyalty and the future growth potential of an organisation.

Client Satisfaction Overall

Ascent Wealth Management ranked very highly the categories that underpin client satisfaction.

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Financial Planning Profession

Show breakdown of Satisfaction Results

Support Staff

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Financial Planning Profession

Understanding

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Financial Planning Profession

Implementation

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Financial Planning Profession

Communication

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Financial Planning Profession

Value

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Financial Planning Profession