A pin drop location icon representing a financial planning business built on trust. It symbolizes guiding clients step-by-step on their financial journey, from where they are to where they want to be.

Stephanie Yeung, CFP®

Founder & Principal Adviser

Hi, I’m Steph, Certified Financial Planner® and the Founder of Ascent Wealth Solutions, a boutique financial planning practice based in Melbourne.

If you’re here, you might be feeling uncertain about your finances, overwhelmed by decisions or simply looking for clarity and direction. That’s where I come in.

I work with individuals and families to provide clear, practical advice and structured support, so you can move forward with confidence, make informed decisions and know you’re backed by professional guidance every step of the way.

With nearly 20 years in the financial services industry, including over 15 years as a licensed adviser, I know great advice goes beyond numbers. It’s about understanding you, your life, your values, your priorities, and what success looks like for you.

From building wealth and managing tax to planning for retirement or navigating aged care, I help clients make decisions that feel right and work in practice.

At Ascent Wealth Solutions, you’ll find advice that’s tailored, thoughtful and grounded in your goals , explore all services offered by your financial advisor Melbourne.

Certified Financial Planner Melbourne | Stephanie Yeung CFP®

Learn More About Steph

My Journey

I come from a hardworking migrant family, where doing the right thing meant working hard, spending wisely and being there for others when it mattered. Those early lessons taught me the value of discipline, long-term thinking and using my strengths to support and uplift others — something that continues to shape how I work today.

Growing up in Australia, I’m grateful for the education I received. It broadened my perspective and strengthened my belief that knowledge is one of the most powerful tools we have to shape our own lives.

To me, overall wellbeing means having choice, comfort and control, and money is one of the key levers we can manage to support that. With the right knowledge and structure, your finances become a source of security, confidence and possibility.

That belief is at the heart of how I approach financial advice today: helping my clients feel supported, empowered and clear as they move toward the life they envision.

Certified Financial Planner Melbourne | Stephanie Yeung CFP®

My Role

Early in my career, nearly 20 years ago; I worked as a superannuation consultant, often sitting across the table from people approaching retirement, a time that should be filled with confidence, choice and the excitement of stepping into a new chapter. Yet again and again, I heard the same questions:
“Do I have enough?”
“Can I afford what I want to do?”

These were capable, successful people — yet even they felt unsure about what comes next. The truth is that most people have a sense of what they want. They just need support to figure out how to get there or clarity around what’s possible when life throws them a curveball.

That’s what inspired me to become a licensed financial adviser 15 years ago: to help people turn uncertainty into direction and goals into actionable steps, with a clear plan, effective strategies and ongoing support through life’s inevitable changes.

The financial landscape has evolved, and it will continue to. That’s why my role isn’t just about providing advice today; it’s about staying informed, adaptable and proactive, so you can feel confident that your strategies remain relevant as life and the world around you changes.

Over the years, I’ve worked with a wide range of individuals and families, helping them grow wealth, simplify complexity and make decisions that align with their goals and values.

My role is both strategic and personal. I combine technical expertise with practical, down-to-earth support. I partner with you to make informed decisions, adapt through change and stay focused on what matters most — every step of the way.

What motivates me every day is simple: a genuine desire to help people live better lives. That’s why I place my clients at the centre of everything I do, because their success is the reason I do this work.

Woman reviewing financial documents and using a calculator for work at Ascent Wealth Solution.
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