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As a wealth advisory firm working for you, We layer a contemporary, forward thinking approach over broad experience and knowledge to provide comprehensive advice and results while carefully managing risk to meet your unique wealth goals.

who we are

Steward Wealth is a privately owned, specialist wealth advisory firm. Refreshingly agile in contrast to larger-scale institutions, we take a more innovative lens to investment that allows us to tap into more areas, markets and opportunities.

Behind this approach is a genuine investment in our client’s objectives and an intimate understanding of the market. We’ve experienced the highs and lows of its cycles, so we know how to see you through them.

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Diversified team

Our multi-disciplinary team represents an industry leading cross-section of experts who have a passion for stewarding our clients towards enduring wealth. We work together as a team, challenging each other and debating our ideas, allowing us to create tailored solutions for each of our clients, with every detail meticulously considered to meet your unique wealth goals.

Wealth of expertise

Wealth management and creation isn’t restricted to just one area of finance, which is why we offer diversified expertise across tax, investment, super, insurance and mortgages, equipping us to design personalised solutions for our clients.

Our Services

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Invaluable insights 

From quarterly outlooks and weekly market insights to opinion and education pieces, gain a glimpse below
into the innovative thinking and thoughtful guidance that shapes our approach.

Don’t let politics get in the way of a good return

Oct ‘ 24 | 4 min | James Weir

James Weir explores the risks of letting politics influence investment decisions. He reviews historical data showing that, despite election noise and geopolitical events, markets often perform well in the long run. Could staying focused on a long-term strategy or reacting to political shift be the way to go for strong returns this time?

Are small cap companies still a bargain?

Aug ‘ 24 | 4 min | James Weir

Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.