Stephanie (Steph) Yeung is the founder and Certified Financial Planner® at Ascent Wealth Solutions.
Ascent specialises in helping individuals, families, and business owners make smart, confident financial decisions through holistic, values-driven financial advice.
Stephanie launched her practice in May 2025 after two decades in the financial advice industry. Her decision to start Ascent was driven by a desire to offer advice free from product bias and institutional pressure, putting clients’ wellbeing at the centre of every recommendation. Her approach is built on trust, transparency, and a commitment to genuinely improving the financial position of her clients and helping them achieve their goals.
With extensive expertise in retirement planning, aged care, and investment strategy, Stephanie is known for her practical and empathetic style. She designed her client journey to begin with a Foundation Education and Assessment session, to help clients understand their current financial position, explore available options, and make informed decisions about their bespoke financial plan while navigating the complexities of Australia’s financial and legal landscape.
Stephanie collaborates with accountants, lawyers, and lenders who share a client-first mindset, believing that better outcomes come from working together.
Services offered by Ascent Wealth Solutions:
- Retirement planning and strategy
- Aged care advice
- Investment education and portfolio guidance
- Cashflow, tax planning, and protection planning
- Estate planning and intergenerational wealth strategies
