Ascend Financial Services

Office address: Level 1/48 Broadway, Newmarket, Auckland 1023
Website: www.ascendfinancial.co.nz
Year established: 2021
Company type: financial services
Employees: 1
Expertise: lending, KiwiSaver, financial advice, new home purchases, investment property, refinance and restructure, development and construction finance, asset finance, business loans, personal loans
Parent company: N/A
Key people: Ben Mune (principal adviser and owner)
Financing status: N/A

Ascend Financial Services is a financial advisory firm operating in Auckland, providing mortgage, asset finance, and business and personal loans. They have a network of over 55 lenders, providing families and businesses with tailored financial solutions to achieve their financial goals. They negotiate favourable terms, offer ongoing support, and provide consistent account management without changing managers.

History of Ascend Financial Services

Ascend Financial Services was founded by Ben Mune in 2021, inspired by his ambition to offer superior financial guidance. The company quickly earned recognition, becoming one of New Zealand's fastest-growing brokerages in 2022. That year, they achieved over 30% growth in combined revenue and settlement volume.

By mid-2023, the company had brokered $100 million in loans, just 18 months post-inception, and secured the 2023 fastest brokerage award. Continuing its rapid ascent, the firm reached $200 million in loans by early 2024. These milestones highlight the company's commitment to growth and excellence in financial services.

Products and Services of Ascend Financial Services

Ascend Financial Services offers a variety of financial products and services, specialising in mortgage solutions. Their key offerings include:

• new home purchases: assistance with securing loans for buying new homes
• investment property: tailored financing solutions for purchasing investment properties
• refinance / restructure: options to refinance or restructure existing loans to better terms
• development & construction: financing for property development and construction projects
• asset finance: loans to finance personal or business assets
• business loans: capital funding for business expansion and operations
• personal loans: unsecured loans for personal financial needs

Culture at Ascend Financial Services

The company is dedicated to offering the best support and advice, regardless of life's challenges, with ongoing support post-drawdown. Clients can call for a chat anytime without waiting in a queue and are assured consistent account management. The firm prides itself as financial experts, providing market knowledge and professional advice on lending environments and regulatory requirements, while integrating certain principles:

• their values: delivering efficient, dependable, and targeted financial solutions
• their mission: committed to helping clients reach their next financial milestone
• their vision: striving to be New Zealand's most reliable and trusted financial brand

The company cultivates a culture of lifelong financial advisory and diverse lending products. They are known for trustworthiness, reliability, and excellent communication. With a large network of lenders, their skilled team prioritises clients' interests and takes genuine satisfaction in their success.

About Ascend Financial Services Owner Ben Mune

Ben Mune is the owner and principal adviser at Ascend Financial Services. His background includes roles as a financial adviser at Fundmaster, relationship manager at Heartland Bank, finance intern at Vodafone, and customer service representative at Orcon. Mune graduated from Auckland University of Technology with a bachelor's degree in accounting and international business.

Ben is highly knowledgeable in home loans, commercial loans, construction lending, and asset finance. He holds New Zealand Certificates in Financial Services, including Residential Property Lending and Level 5 Core Services Strand.

The Future at Ascend Financial Services

Ascend Financial Services’ continuous success is strengthened by its dedication to developing its services and customer-centric strategies. The company’s owner was recognised as one of the winners at the 2024 New Zealand Mortgage Awards. Mune won First Mortgage Trust New Adviser of the Year, highlighting the company's excellence and his top-tier financial advisory skills.

Also, the company achieved a milestone of $200 million in brokered loans within 2.5 years since its establishment. This accomplishment aligns with their goal-setting approach, fostering structure, stability, reliability, trust, and success. The firm now aims to reach a $1 billion target, showcasing their ambition and dedication to growth.