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Our Approach

Our agile approach allows us to recognise our clients’ full wealth potential. It’s our commitment to delivering a united service that helps us realise it.

An opportunity-led approach

We have a reputation for accessing opportunities that aren’t available to non-institutional investors. We’re committed to placing our clients in a better position, which means continuously seeking and researching avenues for wealth growth without being beholden to bureaucratic processes.

We make it our mission to empower you with the means, insight and expertise to build a lasting wealth legacy.

Our investment philosophy

Our aim is to grow and protect every client’s wealth. We do this by acknowledging that no two wealth journeys are the same, which means no two investment portfolios should be either. Financial markets are deep, broad and forever evolving, which is why we are constantly evaluating both your situation and the market to identify the most aligned opportunities.
Managing risk through a diversified blend of assets Steward Wealth exemplifies a diversified approach to investment. It allows us to more effectively manage risk and preserve capital. Public markets provide essential long-term growth and liquidity, however they are susceptible to sharp selloffs. We believe carefully selected private assets can play a key role in offsetting that volatility, while offering strong returns. In fact, a well-diversified portfolio will contain high quality assets across different classes, geographies and liquidity structures. A focus on after-tax returns  We’re conscious that tax is one of the biggest inhibitors of returns. That’s why we take a rigorous approach to structuring your portfolio and developing your investment strategies, and then consider what investments are best for these structures. Taking a long-term view We’re ‘big picture’ wealth managers. That means we take a long-term view to your trading and investments because we understand that timing the market is notoriously difficult to do consistently well, however the cost of not being invested is a well-documented risk. By investing in quality assets – that have endured extensive assessment – we are able to take a long-term view that allows returns to compound.

Our Values

A united team

We work together in service of our clients, overlapping multidisciplinary insights and complementary skill sets to deliver the best outcomes.

One size does not fit all

We don’t believe in a one-size-fits-all approach. Our diversified solutions are tailored to our clients’ unique objectives, ensuring a refreshingly personalised experience.

The difference is in the detail

Our methodical nature means no stone is left unturned. Solid reasoning, informed strategy and a holistic perspective allow us to provide safer, more robust solutions.

Generosity of knowledge

We don’t gatekeep our knowledge. Our clients benefit from the shared expertise and experience of our whole team, not just that of their dedicated wealth manager.

Listening enriches our work

We’re considerate stewards invested in our clients’ needs, not just their wealth. This means we glean a full picture of their lives to enhance our advice.

“Our team has collectively met with hundreds of potential clients ranging from large institutions, independent consultants, family offices and individual investors. Steward Wealth would place amongst the top 1% of this cohort in terms of quality of process.”

– Global equities fund manager

Our Multidisciplinary Experts

James Weir

Director

James’s fascination with markets stretches over decades of working with national and international investment banks both domestically and overseas. An avid student of the theory and complexities of constructing and managing portfolios, he is driven to help people understand the whys and hows of successful long-term wealth management.

Anthony Picone

Director

With his detailed knowledge of investments, superannuation and tax, Anthony has come from Australia’s most successful investment bank, working with clients to develop and manage their wealth strategies. Not only a Certified Financial Planner, he has added qualifications in tax and is an accredited Self-Managed Superannuation Fund specialist with expertise in multi-generational strategic planning.

Paul Grifa

Director

As an investment specialist with a deep interest in direct equities, Paul works closely with his longstanding client base which, in many cases span decades. Having worked with national and international investment banks for more than thirty years Paul believes Steward Wealth’s boutique model and the internal expertise of fellow directors is better suited to clients in delivering a personalised approach.

Cameron Purdy

Lending Specialist

Cameron’s deep experience and knowledge of financial processes not only relieves his clients of the administrative burden involved with some of the biggest purchases of their lives, but helps them to safely secure the best outcome for even the most complicated of loans.

Cameron Purdy is a credit representative (493913) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).

Kiera Lecher

Executive Assistant

Kiera’s wealth of experience in financial services has given her a sixth sense for anticipating client expectations and meeting them with the welcoming reassurance of personalised attention. Kiera’s warm approach to our clients allows her to deliver our company values to every client.

Lucinda de Jong

Marketing Manager

Lucinda brings international experience implementing and executing marketing campaigns for financial services businesses, both agency and client-side. Lucinda manages the marketing strategy supporting the commercial growth of our business. Her responsibilities include everything from the website to our marketing systems and how we communicate with clients.

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