Building your Portfolio
Risk, return and everything in between
Deciding which assets to invest in forms a critical part of constructing a well-diversified portfolio and needs to reflect the right balance of risk and reward based on your goals, appetite for risk and personal values.
Client Reviews
We love it when our actions speak louder than words!
The quality and depth of research by the team at Steward Wealth are second to none. Their comprehensive knowledge and understanding of investment markets and strategies are an invaluable asset to their current and potential advisory clients.
Your service has been invaluable to me when I have needed it most. I feel that you are always looking out for my best interests and your advice is something I have come to depend upon.
Our team was highly impressed by the rigour of analysis undertaken by Steward Wealth. We have collectively met with hundreds of potential clients ranging from large institutions, independent consultants, family offices and individual investors and Steward Wealth would place amongst the top 1% of this cohort in terms of quality of process.
Understanding your situation
Building the right portfolio begins with understanding what you want and expect from your investments.
In the course of getting to know you, we’d like to find out how long you are planning to invest for, when you intend to retire, the level of risk you are comfortable with and the provisions you already have in place.
Increasingly, we find our clients want to know that their money is being invested in sustainable businesses and not in fossil fuels, weapons or tobacco, so we’ll ask you if that’s important to you too and a lot more in-between.
How we can help
Once we know what’s important to you, we can start to build a tailored portfolio.
Our portfolios are diversified both geographically (Australian and international) and by asset class because some markets will perform better than others over the same period, and diversification helps spread risk.
The asset classes we invest across include equities, fixed income, property, infrastructure and cash, as well as alternative assets such as multi-family housing and private equity.
Our investment philosophy is to work out where you are now and where you want to get to, and then take the least amount of risk required to get you there. This means your portfolio benefits from compound returns and a less volatile investment journey.
Do you need help with deciding how to set-up your portfolio?
Speak to an expert today.
Latest Wealth Management News
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China – time to buy?
After a staggering 60% underperformance compared to global markets over the last three years, the Chinese share market begs the question: are its stocks too cheap to overlook? In the midst of this apparent carnage, could there be hidden opportunities waiting to be seized?
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.