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.

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Asset Protection

How much insurance do I need?

We can provide guidance on the type of cover you need and the amount.

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Superannuation & Retirement Planning

How much money do I need to retire?

All the calculations and a tax efficient retirement plan to match.

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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.

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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.

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