Private Wealth Management
A boutique provider of private wealth management solutions for high-net-worth individuals, their families and charities, Stewards Capital assists clients to build and preserve their financial wealth.
WEALTH MANAGEMENT
We can provide a full array of wealth management services.
PORTFOLIO ADVICE SERVICES
Invest with more control and peace of mind through Portfolio Advice Services.
INVESTMENTS
We aim to deliver superior strategic advice and risk-adjusted returns to our investors.
SUPPERANNUATION
We advise on all Superannuation and SMSF strategies to ensure you are maximising your tax position and your retirement income.
FINANCIAL PLANNING
Stewards Capital offers a range of investment services, allowing high-net-worth clients to consolidate and maximize their access to flexible global investment exposures and banking alternatives.
PORTFOLIO MANAGEMENT
Stewards Capital provides a range of portfolio management services to relieve the administrative burden of personally managing your investments and superannuation portfolios.
RISK TOLERANCE AND MANAGEMENT
A key differentiator to Stewards Capital’s wealth offering is its approach to portfolio risk management to aim to improve certainty of portfolio outcomes.
SIGNIFICANT INVESTOR VISA
The Significant Investor VISA aims to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration.