Relax, your financial freedom is in safe hands
In a world where you work hard for your money, we’re here to help you grow, protect and enjoy what is yours.
“I am fortunate to have found a financial mentor I can trust” – Jane, Academic
About Us
At Steward Wealth, we are devoted to helping you build and protect the financial freedom you need to focus on the things that matter to you most, however big or small.
Our holistic wealth management service covers everything from super and investments to insurances and mortgages, including some of the most innovative products available in the market today.
But at the heart of it all, is our promise to never forget our responsibility to you for your money and your future.
Whether you are growth focused or steady and safe, you can rely on us to guide you through life’s financial journey.
Our Services
Plan with purpose, act with confidence. We provide full lifecycle financial planning for a sustainably secure future.
Financial Planning
From super structuring to insurance protection, we’ll set out a road map that is right for you.
Wealth Management
End to end investment management, perfectly aligned to your goals and appetite for risk.
Property Loans
A mortgage to secure your dream home; equity release or a residential or commercial loan for investment.
Latest News
All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
What’s the best way to take advantage of the multi-year selloff in bonds?
Bonds have copped a beating over the past three years, are there bargains to be had?
The big spending that could keep the US out of recession
A year ago economists were unanimously forecasting the US would hit a recession in early 2023, but they were wrong. While there’s not as many bears this year, they could be wrong again for basically the same reason.
Emerging markets: good value or value trap?
Emerging markets are cheap. The problem is, they’ve been cheap for most of the last decade, and have failed to deliver on their promise. Over the past 10 years, the disparate collection of 24 countries bundled into “EM”, which range across Southeast Asia to South...
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Client Reviews
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