Stewart Financial, based in Hervey Bay, is a client-focused wealth management firm led by Angus Stewart, a seasoned independent adviser with a decade of experience in the financial market. The business prides itself on delivering tailored investment plans that align with each client’s unique goals and risk profile. Stewart specializes in crafting bespoke portfolios that include direct investments in Australian and International shares, along with alternative fund managers to enhance client portfolios.
With a commitment to prioritizing clients’ best interests over profits, Stewart Financial stands out in the industry for its open, honest, and personalized approach to financial advice. Angus Stewart’s extensive career background, which includes working at prestigious firms in Australia and the UK, as well as managing a successful practice within the AMP network, underscores his expertise in wealth management. Clients have lauded Stewart for his deep understanding of their financial aspirations and his ability to provide professional guidance to help them achieve their objectives.
Testimonials from satisfied clients highlight Stewart Financial’s dedication to offering clear, timely, and tailored advice across various financial matters, such as superannuation, investment strategies, and retirement planning. As an Authorized Representative of First Hedge Pty Ltd, Stewart Financial embodies a commitment to excellence in wealth management, ensuring that clients receive the highest level of care and attention to help them navigate the complexities of the current investment landscape.