Business & Asset
In affiliation with Sierra Wealth, Ascent clients can access financial planning and personal insurance advice — so the lending, the protection and the plan work as one.
Who this is for
Worth weighing
How Ascent helps
We connect you with Sierra Wealth’s licensed advisers and share context (with your consent) so you don’t start from zero.
Your lending arranged with awareness of the plan, and the plan informed by the lending — each done by the professional licensed to do it.
The process
A no-obligation discussion about where you are and where you’re going — in person in Melbourne, or online.
Your full picture gathered once, options compared across the panel, and a clear plain-English proposal: the loan, the structure, the costs, and why.
We prepare, submit and manage the application, handle lender requests, and keep you informed at every stage.
Coordination through to settlement, then ongoing reviews so the loan keeps earning its place.
Lending is subject to eligibility, lender criteria and credit assessment.
Paperwork
Don’t worry if something’s missing — we’ll work through it together.
Questions
Licensed advisers at Sierra Wealth, under their own licensing and advice process. Ascent Financial Group arranges credit only — we introduce, coordinate and stay in the loop, but the advice is theirs.
No. The affiliation is an option we’re glad to offer, never a condition of anything we arrange.
Information on this page is general in nature and does not take your objectives, financial situation or needs into account. Lending is subject to eligibility, lender criteria and credit assessment. Terms, conditions, fees and charges apply. Financial planning and insurance advice is provided by Sierra Wealth under its own licensing. Ascent Financial Group arranges credit only.
Enquire
One conversation can bring the whole picture together.