Wealth Management
Managing your wealth is the process of combining financial products to meet your life goals: it means balancing your need for income or capital growth with your values and appetite for risk.
Our Mission With Your Wealth
We’re here to help you make the most of your money by providing expert wealth management and financial advice.
Our goal is to find and recommend the best possible combination of savings and investment products to meet your unique requirements, and then evolve those selections as your circumstances change.
With a reputation for investment expertise and innovation, we’re fast becoming one of Australia’s most admired boutique financial planning and wealth management specialists.
Our Wealth Management Services
From portfolio construction to investment management.
Portfolio Building
Personalised investment strategy to create a portfolio completely aligned with your investment goals.
Investment Management
Expert review and re-balancing of your portfolio in response to market movements and your changing investment needs.
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 Wealth Management News
All our latest news and insights at a glance. Subscribe to our newsletter for regular updates directly into your inbox.
Investors on tenterhooks over inflation
Inflation has jumped over the past year, whether that’s a spike or a trend is critical for portfolios.
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.
We’re hard wired to listen to doom and gloom merchants
As financial markets hit new all time highs, the inevitable gloom and doom merchants warn the end is nigh. Find out why we’re hard wired to listen to them.