Are you getting the most out of your money?
And is your money helping you get the most out of life?
True wealth is more than investing
It’s more than a high salary and large portfolio.
It’s more than a big house and expensive toys.
It’s more than… more.
True wealth gives you freedom
Freedom from worry
“Will I have enough?”
Freedom from fear
“Am I making the most of what I’ve got?”
Freedom from the unknown
“What if…?”
It’s more than a high salary and large portfolio.
It’s more than a big house and expensive toys.
It’s more than… more.
Freedom from worry
“Will I have enough?”
Freedom from fear
“Am I making the most of what I’ve got?”
Freedom from the unknown
“What if…?”
True wealth gives you confidence
Confidence to make
informed choices
“I know what I can spend today and that I’ll be okay in the future.”
Confidence you’re in control
“I feel like I’m managing my money; my money isn’t managing me.”
Confidence to do the things that make you happy
“I know that money is just a means to an end.”
Confidence to make
informed choices
“I know what I can spend today and that I’ll be okay in the future.”
Confidence you’re in control
“I feel like I’m managing my money; my money isn’t managing me.”
Confidence to do the things that make you happy
“I know that money is just a means to an end.”
"Your service has been invaluable to me when I have needed it most. I feel that you are always looking out for my best interests and your advice is something I have come to depend upon."
of my money
Stop wondering if you’ve
thought of everything.
When it comes to building wealth, we have.
Your wealth expert, on speed dial
Sometimes you don’t know what you don’t know. You need someone to guide you.
Someone to stop you from shooting yourself in the foot.
Someone to help you get to that next level.
Through all life’s twists, turns and little surprises.
Someone to be your steward.
Imagine your future
We all want something a bit different from life. We help you clarify where you want to go, so you can plan for how to get there.
Find the safe path
You don’t need to take big risks with your money, to be successful. We help you find the safest, smartest path from A to B.
Do and review
Your plan isn't a one-off event; it's a process. We review and tweak things as your life plays out, and help you find your way back if you get off track.
Enjoy the rewards
You don't work hard for no reason. We want you to enjoy the journey, celebrate your wins and get excited about the future.
"Steward Wealth has consistently achieved an outstanding performance against my demanding financial goals. They have educated me and shared their significant knowledge of the financial markets. I am fortunate to have found a financial mentor I can trust."
the first step
Cool-headed advice
for worry-free investing.
Discipline and research that gets results.
From the big picture to the small details, we've got you covered
Your wealth plan isn't just about investing.
Because a singular focus leaves you open to risk and mistakes.
We create a complete wealth strategy.
To help you achieve your complete life goals.
"The quality and depth of research by the team at Steward Wealth are second to none. Their comprehensive knowledge and understanding of investment markets and strategies are an invaluable asset to their current and potential advisory clients."
Cash flow
What do you earn? How do you spend it? What do you save? Will it get you where you want to go in the future? What needs to change?
Debt and gearing
Do you have the most efficient structure for your debt? How can you pay your debt off faster? Can you use debt to accelerate your growth?
Superannuation
Are you making the most out of your super? Is it structured in the best way for your family? Will you have enough for what could be a 30+ year retirement?
Investments
Are your investments sensibly and carefully managed? Are you taking a long-term approach? Is your portfolio diversified and regularly rebalanced?
Share portfolios
Is your share portfolio constructed and monitored properly? Do you have an experienced team with a long track record guiding you through markets?
Structuring
Are your assets held in the safest and most tax effective way? Are there other options for how you might structure your assets?
Insurance
Do you have the best insurance cover for your physical assets? Is your life, health, family and income also protected?
Tax planning
Does your accountant work closely with your financial adviser? Does your accountant consider the big picture when trying to minimise your tax?
Estate planning
What legacy do you want to leave? Do you have an up to date will? Have you considered all the options for distributing your assets when you're gone?
Be one of the rare few
Ambitious people ask,
“How can I get there? What can I do better? What’s next?”
But the real self-starters don’t just wonder.
They move. They do. They say, “Let’s go”.
"Our team was highly impressed by the rigour of analysis undertaken by Steward Wealth. We have collectively met with hundreds of potential clients ranging from large institutions, independent consultants, family offices and individual investors and Steward Wealth would place amongst the top 1% of this cohort in terms of quality of process."
the first step
Whip-smart wealth advice for
a happy now and happy future.
The sophistication of an investment bank.
The integrity of a small business.
Anthony Picone
Director
With his detailed knowledge of superannuation and tax, Anthony has worked with a broad range of clients in the development and ongoing management of their wealth strategies. Not only is Anthony a Certified Financial Planner, he has added qualifications in tax and is an accredited Self-Managed Superannuation Fund specialist with expertise in multi-generational strategic planning.
As a co-founder of Steward Wealth, having worked in national insurance, banking and investing banking companies, Anthony relishes the flexibility a boutique firm provides in formulating leading edge advice that retains its critical objectivity.
James Weir
Director
James’s fascination with markets stretches over decades of working with national and international investment banks both domestically and overseas. An avid student of the theory and complexities of constructing and managing portfolios, he is driven to help people understand the whys and hows of successful long-term wealth management, which is also the subject he writes on in a monthly column for the Australian Financial Review.
As a co-founder of Steward Wealth, working within a privately-owned boutique environment has allowed James to explore and implement the theories behind best practice portfolio construction and management.
Paul Grifa
Director
As an investment specialist with a deep interest in direct equities, Paul works closely with his discerning client base which, in many cases, spans two, or even three, generations of the same family and their friends.
Having worked with national and international investment banks for more than 30 years Paul believes Steward Wealth’s boutique model is better suited to his personalized approach, which combines his rich understanding of structuring together with collaborating with all of his clients’ trusted advisers.
Ivan Lim
Senior Investment Adviser
Coming from a background rich in corporate and tax advice, Ivan accumulated experience in investment banking in Asia before establishing a niche Sydney based wealth advisory business.
Working as an authorised representative of Steward Wealth, Ivan applies his expertise for a selected wholesale client base to structure tailored wealth solutions and retirement strategies that encompass local and international investments.
Cameron Purdy
Lending Specialist
With a young family of his own Cameron’s deep appreciation of the importance and significance of buying a home, investing in real estate and capital equipment or refinancing an existing loan drives his empathetic approach and attention to detail.
His experience and knowledge of financial processes not only relieves his clients of the administrative burden involved with some of the biggest purchases of their lives but helps him to safely secure the best outcome for even the most complicated of loans.
Cameron Purdy is a credit representative (493913) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
Kiera Lecher
Executive Assistant
Kiera’s wealth of experience in financial services has given her a sixth sense in anticipating client expectations and meeting them with the welcoming reassurance of personalized attention. No detail too small, no trouble too great, Kiera’s ability to unassumingly shoulder a client’s administration is the essence of her client service.
After working in national financial services companies Kiera has found the boutique environment of Steward Wealth perfectly suited to her ‘welcome to the family’ approach.
"As a result of Steward Wealth’s advice my superannuation fund has prospered beyond market performance and my expectations. They are extremely service oriented, proactive and well informed which is readily shared through the information they distribute to clients. I would commend Steward Wealth to any investor."
The Steward
Intelligent investing. Smart advice.
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When you have a money question…
We’re the first people to call.
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(03) 9975 7070 info@stewardwealth.com.auOFFICE
Level 5, 1 Collins St
Melbourne VIC 3000
POST
PO BOX 24419
Melbourne VIC 3001
Anthony Picone
(03) 9975 7073 0414 533 193
anthony.picone@stewardwealth.com.au
"I have been with Steward Wealth since its inception. They are diligent and well informed. No other adviser has ever provided me with such a high level of personal service. Even my accountants speak highly of them."