Wealth Management

Personalised wealth management and estate planning services.

Stewart Brown Advisory aims to provide advice that isStrategic.Innovative.Tailored.Deliverable.Valued.

A well-considered financial strategy lays the foundation to achieving long-term financial security.

With a consistent ranking in Barron’s Top 100 financial advisor list since 2020, Stewart Brown Advisory has a trusted reputation for supporting generations of clients in achieving their financial goals by delivering a holistic wealth management service tailored for their needs.

We differentiate ourselves by providing tax and cost-effective advice and aim to optimise returns whilst controlling downside risk. It is our belief that investment return is of paramount importance, but capital preservation is more so, especially for retirees.

We pride ourselves on our personalised and responsive client service model so you know we are always here when you need us.

Learn More About Stewart Brown Advisory

What we do

Our comprehensive wealth management service aims to fulfil your financial goals and changing needs at every stage of your life. We do this by creating and continuously maintaining a tailored financial plan, wherein we provide continuous Strategic Advice and Investment Advice.

Establishing your tailored financial plan is the important first step in maximising your wealth. It allows you to ask and more importantly answer questions such as:

Do I have enough money to retire? How much am I able to spend each year?
I just received a gift or some inheritance, what should I be doing with the funds?
I am currently with a super fund, am I in the right place? Is there a better option?
Can I afford to help out my children now instead of after passing?
How can I tax effectively save for my retirement?
How can I tax effectively pass on my wealth to the next generation?
I want to start investing, where do I start?

By having a financial plan in place, it allows you to answer these questions with confidence and take the initiative to proceed with your goals.

What we do

Our comprehensive wealth management service aims to fulfil your financial goals and changing needs at every stage of your life. We do this by creating and continuously maintaining a tailored financial plan, wherein we provide continuous Strategic Advice and Investment Advice.

Establishing your tailored financial plan is the important first step in maximising your wealth. It allows you to ask and more importantly answer questions such as:

Do I have enough money to retire? How much am I able to spend each year?
I just received a gift or some inheritance, what should I be doing with the funds?
I am currently with a super fund, am I in the right place? Is there a better option?
Can I afford to help out my children now instead of after passing?
How can I tax effectively save for my retirement?
How can I tax effectively pass on my wealth to the next generation?
I want to start investing, where do I start?

By having a financial plan in place, it allows you to answer these questions with confidence and take the initiative to proceed with your goals.

Strategic Advice

By considering your financial plan from a strategic perspective, we ensure your financial strategy is and continues to be appropriate over time and remains consistent with your needs.

Strategic Advice incorporates tax planning, superannuation, retirement planning, estate planning advice and aged care planning.

Investment Advice

We provide investment recommendations and continuously oversee your portfolio, with full administration support removing the time burden from you having to manage your portfolio.

We ensure your portfolio continues to have sufficient liquidity to fund your needs whilst achieving a performance return consistent with your risk appetite.

Strategic Advice

By considering your financial plan from a strategic perspective, we ensure your financial strategy is and continues to be appropriate over time and remains consistent with your needs.

Strategic Advice incorporates tax planning, superannuation, retirement planning, estate planning advice and aged care planning.

Investment Advice

We provide investment recommendations and continuously oversee your portfolio, with full administration support removing the time burden from you having to manage your portfolio.

We ensure your portfolio continues to have sufficient liquidity to fund your needs whilst achieving a performance return consistent with your risk appetite.

Strategic & Investment Advice - Ribbon Labels

Strategic

Investment

Tax deductible super contributions
Year-end tax planning
Asset location
Testamentary trusts

SMSF/Retail/Industry
Concessional contributions
Non-concessional contributions
Downsizer contributions
Small business CGT Exemptions
Pension
Re-contributions
Death benefits

Longevity risk assessment
Retirement capital projection
Pre-retirement 'On-track' projection

Funding of Refundable Accommodation Deposit (RAD)
RAD or Daily Accommodation Deposit (DAP)

Goal based risk profile
Portfolio construction
Diversified portfolio
Tailored portfolios for different client's needs
Tactical asset allocation adjustments as required
Liquidity Management

Direct domestic equity exposure
Exposure to international equity via ETFs or managed funds
Advice on corporate actions, such as share purchase plans and buy-back offers
Listed properties
Long term holdings
Shorter term recovery stock when opportunities exist
Minimising fund manager fees where possible

Implementation and execution of portfolio
Online access
Semi-annual reporting
Maintenance of portfolio transactions
Maintenance of your share registry accounts
Tax reporting for tax return purposes
Acting as your mailing house

Amanda Lee

Stewart Brown Advisory

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Bi-Chun (Peggy) Liang

Stewart Brown Advisory

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Making a Complaint

We endeavour to always provide you with the best advice and service. If you are not satisfied with our services, then we encourage you to contact us. Please call us, send us an email, or put your complaint in writing to our office. We aim to resolve complaints immediately. Where this is not possible, we will acknowledge the receipt of your complaint within 48 hours. We will then explain our process to resolve your complaint and tell you who will handle your complaint. If you are not satisfied with our response after 30 days, you can lodge your complaint with the Australian Financial Complaints Authority. You can contact AFCA on 1800 931 678 or via their website www.afca.org.au. AFCA provides fair and independent financial services complaint resolution which is free to consumers.