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

IFA Award Finalist Industry Thought Leader of the Year 2019
IFA Award Finalist Industry Thought Leader of the Year 2019
IFA Award Finalist Industry Thought Leader of the Year 2019
Steward Wealth Advisory Team

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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Speak to a financial expert today

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Client Reviews

We love it when our actions speak louder than words!

With a combination of patience and knowledge, I not only have had the pleasure of seeing my portfolio grow with James’s advice but I also know how to discuss it. Steward Wealth has been attentive to my requirements, giving me the comfort that size of portfolio is not the key motivator for their service. I would readily recommend Steward Wealth to any investor.
Terry

Self-funded Retiree

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.
Jane

Academic

My advisers at Steward Wealth have been our investment strategy advisers for over 15 years. We have found them to be very knowledgeable about the various strategies to structure and manage our SMSF so that it meets our requirements as our life needs change. They are very friendly, approachable and reliable. I have recommended them to a number of my close friends and colleagues.
Philip

ASX Company Director