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.
Is the US share market uninvestable?
The US share market has continued the strong rally that started at the end of 2023. Bearish commentators are making comparisons to the dotcom boom, quote lingering concerns about the economy and point to the risk of being reliant on the mega cap tech stocks. But does all that worry overlook sound reasons for the ongoing rally? What do the fundamentals tell us?
Private credit is redefining fixed income
Private credit is redefining fixed income as an asset class, with returns as high as 10 per cent plus attracting an explosion of interest. But all that attention has drawn the usual cowboy operators, so smart investors need to be careful.
Maybe the US share market isn’t as expensive as you think
US shares have outperformed for 14 years, should you be overweight or underweight?
Speak to a financial expert today
Ready to chat? We’d be delighted to hear from you.
Client Reviews
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