A secure financial future rarely happens by chance. We’ll help you create an achievable financial plan that is tailored to your unique goals and circumstances.
Hope, as they say, isn’t a strategy
Time has a habit of passing very quickly. One minute you are nervously starting your first job, perhaps buying your first home, then the children come along and, before you know it, you are calculating whether you will have enough money to retire on.
Whether you are at the beginning of a promising career or retired and thinking about your income needs and legacy, planning where you want to be gives you a much better prospect of arriving at your destination.
Our Financial Planning Services
A service for all of life’s important questions.
Self Managed Super Funds (SMSF)
Is an SMSF right for me?
An objective appraisal of the pros and cons followed by fund set-up and management if appropriate.
Superannuation & Retirement Planning
How much money do I need to retire?
All the calculations and a tax efficient retirement plan to match.
Here at Steward Wealth, we view our relationship with you as a partnership.
All our pricing is provided upfront and tailored to your requirements. We offer a flat-fee model for project work and financial advice, and a percentage-based model for portfolio management.
If you have any questions, please don’t hesitate to get in touch.
Latest Financial Planning News
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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.