You want the good life.
We help you get it.

Intelligent wealth management.
For today and tomorrow.

Are you getting the most out of your money?

And is your money helping you get the most out of life?

True wealth is more than investing

It’s more than a high salary and large portfolio.

It’s more than a big house and expensive toys.

It’s more than… more.

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True wealth gives you freedom

Freedom from worry

“Will I have enough?”

Freedom from fear

“Am I making the most of what I’ve got?”

Freedom from the unknown

“What if…?”

/ /

It’s more than a high salary and large portfolio.

It’s more than a big house and expensive toys.

It’s more than… more.

/ /

Freedom from worry

“Will I have enough?”

Freedom from fear

“Am I making the most of what I’ve got?”

Freedom from the unknown

“What if…?”

/ /

True wealth gives you confidence

Confidence to make
informed choices

“I know what I can spend today and that I’ll be okay in the future.”

Confidence you’re in control

“I feel like I’m managing my money; my money isn’t managing me.”

Confidence to do the things that make you happy

“I know that money is just a means to an end.”

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Steward Wealth

Confidence to make
informed choices

“I know what I can spend today and that I’ll be okay in the future.”

Confidence you’re in control

“I feel like I’m managing my money; my money isn’t managing me.”

Confidence to do the things that make you happy

“I know that money is just a means to an end.”

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"Your service has been invaluable to me when I have needed it most. I feel that you are always looking out for my best interests and your advice is something I have come to depend upon."

- ESTER // PRIVATE INVESTOR

Make the most
of my money
HOW WE HELP

Stop wondering if you’ve
thought of everything.

When it comes to building wealth, we have.

Your wealth expert, on speed dial

Sometimes you don’t know what you don’t know. You need someone to guide you.

Someone to stop you from shooting yourself in the foot.

Someone to help you get to that next level.

Through all life’s twists, turns and little surprises.

Someone to be your steward.

Imagine your future

We all want something a bit different from life. We help you clarify where you want to go, so you can plan for how to get there.

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Find the safe path

You don’t need to take big risks with your money, to be successful. We help you find the safest, smartest path from A to B.

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Do and review

Your plan isn't a one-off event; it's a process. We review and tweak things as your life plays out, and help you find your way back if you get off track.

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Enjoy the rewards

You don't work hard for no reason. We want you to enjoy the journey, celebrate your wins and get excited about the future.

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"Steward Wealth has consistently achieved an outstanding performance against my demanding financial goals. They have educated me and shared their significant knowledge of the financial markets. I am fortunate to have found a financial mentor I can trust."

- Jane // Academic

Contact us to take
the first step
Our Expertise

Cool-headed advice
for worry-free investing.

Discipline and research that gets results.

From the big picture to the small details, we've got you covered

Your wealth plan isn't just about investing.

Steward Wealth

Because a singular focus leaves you open to risk and mistakes.

We create a complete wealth strategy.

To help you achieve your complete life goals.

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"The quality and depth of research by the team at Steward Wealth are second to none. Their comprehensive knowledge and understanding of investment markets and strategies are an invaluable asset to their current and potential advisory clients."

- AUSTRALIAN EQUITIES FUND MANAGER

Cash flow

What do you earn? How do you spend it? What do you save? Will it get you where you want to go in the future? What needs to change?

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Debt and gearing

Do you have the most efficient structure for your debt? How can you pay your debt off faster? Can you use debt to accelerate your growth?

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Superannuation

Are you making the most out of your super? Is it structured in the best way for your family? Will you have enough for what could be a 30+ year retirement?

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Investments

Are your investments sensibly and carefully managed? Are you taking a long-term approach? Is your portfolio diversified and regularly rebalanced?

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Structuring

Are your assets held in the safest and most tax effective way? Are there other options for how you might structure your assets?

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Insurance

Do you have the best insurance cover for your physical assets? Is your life, health, family and income also protected?

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Tax planning

Does your accountant work closely with your financial adviser? Does your accountant consider the big picture when trying to minimise your tax?

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Estate planning

What legacy do you want to leave? Do you have an up to date will? Have you considered all the options for distributing your assets when you're gone?

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Be one of the rare few

Ambitious people ask,

“How can I get there? What can I do better? What’s next?”

But the real self-starters don’t just wonder.

They move. They do. They say, “Let’s go”.

"Our team was highly impressed by the rigour of analysis undertaken by Steward Wealth. We have collectively met with hundreds of potential clients ranging from large institutions, independent consultants, family offices and individual investors and Steward Wealth would place amongst the top 1% of this cohort in terms of quality of process."

- INTERNATIONAL EQUITIES FUND MANAGER

Contact us to take
the first step
Who We Are

Whip-smart wealth advice for
a happy now and happy future.

The sophistication of an investment bank.
The integrity of a small business.

Anthony Picone

Director. Certified Financial Planner

I got my start as a graduate working in funds management, and worked my way up through some big institutions like Westpac and Macquarie Bank.

I love catching up with clients and having a chat. It’s really satisfying when you can help a client get into a much better position than when they met you.

I’m known for my encyclopedic recollection of super and tax rules, and my ability to drink six coffees and still manage to sleep.

When I’m not working you’ll normally find me with my wife, kids and Bernese Mountain Dog, at soccer or nippers, or just enjoying beautiful Mount Martha.

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"As a result of Steward Wealth’s advice my superannuation fund has prospered beyond market performance and my expectations. They are extremely service oriented, proactive and well informed which is readily shared through the information they distribute to clients. I would commend Steward Wealth to any investor."

- BARRY // RETIRED ACCOUNTANT

James Weir

Director. Investment Specialist

I got my start as a lawyer and decided pretty quickly it wasn’t for me. I moved into stockbroking and worked in London, before spending over a decade at Macquarie Bank in Melbourne.

I love learning and staying up to date with what’s going on in the world by reading a lot and listening to podcasts.

I’m known for being a health nut. I enjoy cycling, the gym, meditating or cooking up a sugar-free recipe.

When I’m not working I hang out with my wife, two boys and Molly the groodle. I also enjoy a good bushwalk and playing my guitar.

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"With a combination of patience and knowledge, I not only have had the pleasure of seeing my portfolio grow with James's advice but I also know how to discuss it. Steward Wealth has been attentive to my requirements, giving me the comfort that size of portfolio is not the key motivator for their service. I would readily recommend Steward Wealth to any investor."

- TERRY // SELF-FUNDED RETIREE

Cameron Purdy

Lending Specialist

I got my start in financial services on the Citigroup trading floor in London. When I returned to Australia I joined Anthony and James at Macquarie Bank.

I love the relationships we have with our clients. Being able to help people achieve real outcomes is something I find really satisfying.

I’m known for being able to figure things out and get things done, which makes helping clients find the right loan rather enjoyable.

When I’m not working you’ll find me down on the Mornington Peninsula playing golf, going for a surf or spending time with my wife, baby daughter and chocolate lab.

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Cameron Purdy is a credit representative (493913) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
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June 12th, 2018
James Weir

What would you do: you’re 67 years old and about to retire from General Electric with a company pension. You Read Post

Contact

When you have a money question…

We’re the first people to call.

Let's get started

(03) 9975 7070 info@stewardwealth.com.au

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Melbourne VIC 3000

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Melbourne VIC 3001

"I have been with Steward Wealth since its inception. They are diligent and well informed. No other adviser has ever provided me with such a high level of personal service. Even my accountants speak highly of them."

- BRUCE // RADIOLOGIST