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.
Investors on tenterhooks over inflation
Inflation has jumped over the past year, whether that’s a spike or a trend is critical for portfolios.
What you need to know about property investing in your self-managed super fund (SMSF)
"We want to eventually retire to the coast so we will buy a property in our self-managed superfund and rent it out in the meantime. The value of the property will rise over time and when we’re ready to retire we’ll just move in.” We’ve heard this statement many...
Steward Wealth’s Co-Founders named as ifa Excellence Award finalists 2021
Anthony Picone & James Weir, Directors and Co-Founders of Steward Wealth, have been named as ifa Excellence Award finalists for SMSF Adviser & Industry Thought Leader of the Year.
Speak to a financial expert today
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Client Reviews
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