Insurance is boring… until you need it
A lot of people are insufficiently insured in the event of death, disability, critical illness or the loss of employment, all of which can lead to unexpected and unnecessary financial hardship.
With one in three people experiencing an event or trauma that would warrant a claim during their lifetime, it makes sense to be sure that adequate provisions are in place for you and your family.
What happens if I don’t come home tonight?
Download our e-Book.
Understanding your situation
We’ll help you identify the right insurance as well as the right amount of cover that you need to provide financial protection for you and your family.
How we can help
We have access to insurers and policies offering:
Total and permanent disability
Do you need help with arranging insurance protection?
Speak to an expert today.
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The popularity of SMSFs continues to grow. However, taking on the role of trustee means there are responsibilities you must act on. If you don’t, you risk your fund being non-compliant or may suffer terrible consequences for your estate.
"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...
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.