Trusted adviser service

Clients are often busy coping with day-to-day issues and it can be difficult to focus on life beyond your career, business and family.

Get the personal attention and commitment that you expect and deserve from your financial adviser by joining an exclusive community of ideal clients.

We will assist you in getting your financial house in order, and keeping it that way forever through documenting your most important goals and your most deeply held values.  This in turn will leave you to get on with living your ideal life.  Our strategic advice covers:

  • Financial planning
  • Cash and debt management
  • Estate planning
  • Foreign transitional resident investments
  • Margin lending
  • Property acquisitions or property sales
  • Succession planning
  • Professional trusteeship

How do you achieve that?

At Stewart Group we have partnered with a team of best in class specialists who are experts in their field.  From financial planning, money management, tax planning, insurance consulting, estate planning, and trust management, we have you covered.

The first step is to get together and complete your complimentary Financial Road Map.  We allow up to 90 minutes to complete this process.  It is during this meeting where we will help you get clarity on what is truly important to you and what goals you wish to accomplish.

If from this initial meeting there is a need to move forward, we will design a custom written plan for you. Our team of specialists take care of putting this plan into action by co-ordinating your financial house and ensuring it is in perfect order according to your goals and values. We then schedule regular 4 monthly meetings to keep you up to date, and ensure we are on track.

To make sure you can get on with living your ideal life, your Trusted Adviser is your single point of contact for all things relating to your financial house.  The Trusted Adviser oversees the entire specialist team, and ensures it runs smoothly.

Who is involved?

Who's Involved?

To schedule your own personal, complimentary Financial Road Map consultation, please contact us.