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.
Are small cap companies still a bargain?
Small cap stocks have experienced notable volatility, including a 10% surge and subsequent retracement. Despite underperforming large caps over the past decade, their current low valuations and potential gains from falling interest rates make them an intriguing investment. However, their volatility and high proportion of loss-makers mean that expert management is essential.
A plain English explainer of what happened last week in global financial markets
A plain English explainer of what happened last week in global financial markets
What’s this $3m tax on super? Explaining Division 296 tax
As the 2025-2026 financial year approaches, clients are hearing about Division 296—a proposed 15% tax on superannuation earnings over $3M. This blog explains the details, formulas, and worked examples to understand this new tax.