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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
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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
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What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.
The Land of the Rising Stock Market
Abenomics ushered in an era of significant reform for Japanese companies, 12 years later the share market has been one of the best performing in the world. Can it keep going?
Are Australian shares expensive?
There’s something innately comfortable about investing in companies you know and a market you’re familiar with, so it’s hardly surprising Australian investors, like their peers all over the world, have a bias to investing in their home market. And Australia has...
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Client Reviews
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