Stewart Financial, based in Brisbane, is a renowned financial advisory firm led by Angus Stewart, a seasoned wealth management adviser with over a decade of experience. specialising in creating tailored client portfolios aligned with individual goals and risk profiles, Stewart Financial offers a comprehensive range of services including budgeting, investing, cash flow management, debt reduction, superannuation, retirement planning, personal and business insurance, investment and gearing, and estate planning considerations.
Angus Stewart’s extensive career background includes learning from prestigious firms in Australia and the UK before establishing a successful practice within the AMP network. With a commitment to providing open, honest, and personalized advice, Stewart Financial stands out in the market by prioritizing clients’ best interests over company profits. The firm’s fee-for-service model and independent AFSL ensure professionalism and transparency, particularly in light of recent industry challenges.
Stewart Financial’s investment philosophy emphasizes active management to enhance returns and reduce risk, offering clients access to direct and alternative investments for growth and income opportunities. The firm’s signature Stewart Model Portfolio, designed to track future growth trends, includes exposure to emerging markets, technology ETFs, and top-performing managed funds. By focusing on undervalued themes and markets, Stewart Financial aims to provide clients with a strategic approach to investment that aligns with their risk tolerance and financial objectives.