The job of a Steward is to ‘manage something entrusted to one’s care’. In our case it’s the management of not only your money, but also your lives and your legacy, which are so dependent on all that your money can be used for. The most important job of a financial planner is understanding you, so most of our time is spent finding out what matters to you, what you want to achieve and what you would consider a life worth living. Then we’ll pull out our proverbial ‘tool-kit’ to see if we have the right tools to help you achieve that life. This means more than just taking care of your investments. True wealth management means working with you on a consultative basis to address your entire range of financial issues.

As part of this holistic financial planning process we will build for you a model of your financial future. This lifetime cash flow model will help you make decisions today based on the impact that they will have on you in the future. We want to make sure that you don’t work longer than you need to, don’t take more investment risk than you need to, and don’t pay more tax than you need to. The lifetime cash flow model helps you make decisions that will allow you to sleep at night and still fulfil your dreams and ambitions.

At Stewardship Wealth you will benefit from a Nobel Prize-winning investment approach which is not based on speculation but has been designed to efficiently capture the returns of investment markets. This is referred to as ‘Evidence Based Investing’ and our aim is to maximise your returns without you taking unnecessary risks or paying unreasonable costs.