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Our Expertise

Innovative thinking and thoughtful guidance characterise the way we approach wealth management.

A PERSONALISED SOLUTION

We aim to be the stewards of your wealth, from making sure you have the right structuring in place, to building a portfolio designed to meet your objectives, to overseeing its administration. Our tailored solutions centre around our key services, each designed to meet your financial objectives.

Structuring & tax Clever structures and strategies play a critical part in minimising the cost of tax on your returns, ensuring long-term wealth protection and preservation for future generations. Retirement planning & wealth accumulation We understand the importance of a wealth accumulation strategy as an integral part of planning for a comfortable retirement or building a lasting legacy. Portfolio construction & management We tailor our clients' portfolios to meet their individual goals and objectives. Conscious of managing risk, we diversify portfolios across different asset classes, geographies and liquidity structures. Each investment opportunity sourced through our extensive network is thoroughly researched and vetted by our investment committee and external asset consultants. Family & intergenerational planning You’ve worked hard to build your wealth, our job is to ensure your legacy. An understanding of your wishes, coupled with our ability to educate and engage the next generation, will provide a blueprint for long-term family prosperity. Lending We can help you source and negotiate the best available home, investment and commercial property loans, ensuring your debt is structured effectively and properly managed from day one.  Administration & Custodian of information Steward Wealth not only aims to relieve you of the ongoing administrative burden of looking after your wealth including a concierge service of managing day to day money matters but also acts as the custodian of your financial affairs. We understand how important it is to have a centralised source of truth for critical family information that can be quickly and easily sourced at all times, but especially in times of distress.

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