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.
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.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.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.
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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.
For goodness’ sake, get a will
Nobody likes thinking about their own mortality, but without a valid will, your assets would be distributed in accordance with state law —not your wishes. Estate planning ensures your loved ones are protected, minimises disputes, and can even reduce tax implications. Here’s why having a well-structured will is one of the most important financial steps you can take.
AN (TR)U(M)PDATE
After a post-election rally, US markets have reversed course, with the so-called Trump Bump turning into the Trump Dump. From tariffs and economic uncertainty to slowing growth, investors are facing a rapidly changing landscape. Meanwhile, European markets are surging. What’s driving these shifts, and what should investors consider?