Over the years we have had a number of financial advisors however none have come even close to the service we receive from Amanda. Her availability, professionalism, detailed knowledge and interest in our personal situation has allowed us to come to sound and tax-effective investment decisions. She has provided efficient, effective and worry-free management of our SMSF and following her investment advice has resulted in some of the best returns our fund has had for many years. We particularly like her open and transparent approach to fees so that financial statements show the real return after fees and do not conceal hidden costs and commissions.
I first started using StewartBrown Advisory eight years ago when my partner was terminally ill. Amanda advised us on how to structure my husband’s will, super and life insurance to tax effectively provide for myself and our three primary school aged children after his death. Since then StewartBrown Advisory has managed my investment portfolio and I am extremely happy with how the portfolio has grown and the net income we receive from it. For us capital preservation is vital and I feel StewartBrown Advisory always considers our personal situation when making investment recommendations.
StewartBrown Advisory also provides me with general financial advice whenever I require it and they prepare our income tax returns in a timely manner so we can quickly receive our refunds. Overall StewartBrown Advisory is very professional, proficient and easy to deal with. I have found the fees completely transparent and extremely reasonable but above all the investment recommendations and return on my investment has been excellent and carefully considered. I highly recommend StewartBrown Advisory for financial and tax advice.
We selected StewartBrown Advisoryto set up our SMSF in May 2004, after researching and meeting with several financial advisers. Amanda was professional, knowledgeable and we felt comfortable with the investments she recommended. Being retirees protecting capital is paramount and we have always felt confident with the investment advice we have received. StewartBrown Advisory looks after everything to do with our fund, all the investing, administration and tax which takes all the hard work out of managing our own super fund. The StewartBrown Advisory team is professional, efficient and always accessible and we are pleased with our decision to go with them.
Amanda and her team have proven to be invaluable to our family during the death of our aunt. Their knowledge of tax and ability to provide clear and concise recommendations on what and when to sell shares and other investment assets has saved us thousands of dollars in tax. StewartBrown Advisory were professional and efficient which made this stressful and trying process much more bearable.
I have used Amanda Lee and StewartBrown Advisory for 7 years. In that time we have weathered the GFC very well and the funds she recommended performed well. I have found the staff extremely knowledgeable and helpful no detail being too small, my phone calls and emails are responded to promptly. I am never ignored.
I am contacted regularly with investment recommendations to consider. The advice for my situation is appropriately careful and does not take unnecessary risks. At all times I have been impressed by the fact that I am told at the beginning what all the costs are and I have never been betrayed by their integrity. Having to sell some business and personal assets recently I was guided carefully in terms of timing and documentation to maximise returns and lessen tax liabilities. Regular meetings were very educational and very reassuring about legislative changes and the necessary paperwork all of which they handled, particularly in relation to the SMSF. All I had to do was to go back to work and leisure.
We were not satisfied with the level of service we were receiving from our financial adviser or the performance of the funds we had been invested in. Our introduction to StewartBrown Advisory was by way of word of mouth, through a long term friend, who in turn had been referred the same way.
The initial meeting with Amanda Lee immediately dispelled any concerns we had of self-managed funds being beyond the management ability of the average person, explaining we could be involved as much or as little as we chose. Amanda also explained the benefits of receiving careful & considered personalised investment recommendations without taking unnecessary risks but with the flexibility to be proactive in changing investment strategies according to the climate. The upfront transparent fee structure & the fact that our funds were not just going to be invested with other managed funds appealed strongly.
We left the initial meeting feeling as though we had finally met an investment professional who was concerned with our interests, competent & confident without any sales & marketing hype. Since investing through StewartBrown Advisory we have had absolutely no regrets. Our first impression of Amanda has been positively reinforced on a regular basis. We receive professional & honest advice, any questions are answered immediately. Amanda is an excellent sounding board for all our financial decisions & the superannuation fund has performed well above market averages over the 5 years we have been associated. As far as administrating a self-managed fund is concerned StewartBrown Advisory have removed any difficulties by handling all the administration details including changes to any rules or legislation that may occur.
Since our first meeting, which was only based on superannuation, StewartBrown Advisory now handles our taxation & all matters financial, recommending tax effective strategies in relation to capital gains, personal tax minimisation, re-contribution strategies etc. StewartBrown Advisory has always used online brokers & zero fee bank accounts for any share transactions & we are more than happy with their reasonable fees.
StewartBrown Advisory are a pleasure to deal with, all the staff we have had dealt with have been responsive, courteous, efficient & knowledgeable in their fields. We always feel welcome to discuss any ideas or concerns we may have & the results are always positive.
We have never felt more relaxed & confident in our financial situation. We highly recommend StewartBrown Advisory to anyone looking for a financial partner in a company exhibiting professionalism, honesty & integrity.
I could not commend StewartBrown Advisory to you more highly. Your immediate reaction might be: “Well, why wouldn't you? You've known Amanda for years!” And I would say: “And that's part of the reason that I recommend her firm. I have known Amanda for years and value her and her firm very highly”. Her firm always discusses the issues, never pretends that they know something when they don't and never leaves you in the dark about your issues. Up front, honest, thoughtful in every sense of the word and works hard to achieve the agreed result. You'll know the pros and the cons of any decision and will know any risks involved. With StewartBrown Advisory you and the firm are a team that has your best interests first and foremost.
I have been a client of Amanda Lee for quite some years including during the global financial crisis. With Amanda's professional help my self-managed super fund performed well and has continued to do so.
Amanda's professionalism, honesty and integrity has been outstanding. She has been completely up-front with fees and has been an excellent sounding board for my fund management and her advice has been very sound. She is not affiliated with any fund so her advice has been strictly impartial and absolutely spot-on.
Amanda is easy to deal with and always available to answer any queries.
StewartBrown Advisory prepared my 2014 income tax return. They were very friendly, helpful and extremely efficient in preparing my return within 48 hours. Highly recommended.
I have been a client of Amanda’s for eight years and have always found her very attentive and responsive to all my financial queries - she is totally professional and helpful and now does planning for all my family.
Having made the move to establish a self-managed super fund just over a year ago I am very happy with my decision to use StewartBrown Advisory, who were recommended by a colleague. The level of service has truly been first class and very professional. They are very efficient in dealing with all the administration and have kept me informed at every step. Their strategy and investment recommendations appear practical and all fees have been clearly detailed. I have online access to my portfolio and so far the portfolio has performed extremely well.
Amanda, of StewartBrown Advisory has provided excellent service and advice on annual taxation returns, management of our self managed superannuation fund and family trust investments. With regard to the latter, she challenged the long standing underperformance of the trust management which resulted in a significant tax windfall for our family. We are very grateful for her advice and knowledge in dealing with this particular high profile company. We have now terminated their services and have engaged StewartBrown Advisory. Amanda, with our recommendation is managing other family members investment portfolios with very pleasing results for them. Amanda, demonstrates strong ethical values with regard to fee for performance. We highly recommend her and her company StewartBrown Advisory.