Financial Planning
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.
Asset Protection
How much insurance do I need?
Impartial guidance on the type of cover you need and the amount.
Superannuation & Retirement Planning
How much money do I need to retire?
All the calculations and a tax efficient retirement plan to match.
Estate Planning
What will happen to my money when I die?
The right advice to make sure your wishes are realised in the most tax efficient way.
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
All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
Be aware of SMSF Trustee responsibilities you should be reviewing now
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.
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.