StewartBrown Chartered Accounting Firm

Services

Wealth Management

Do you know home much income you’ll need in retirement to live comfortably? And what amount of capital you’ll need to achieve this? Do you know how much you have in super and what it’s invested in? Are your investments held in the right entity to minimise tax? On your death, will your assets pass in a tax efficient way to your beneficiaries? You’d be surprised how many people haven’t considered these fundamental questions.

StewartBrown Advisory aims to provide advice that is strategic, innovative, tailored, deliverable and valued. We focus on developing strong long-term relationships with clients who will benefit from our key attributes including:

StewartBrown Advisory aims to provide advice that is strategic, innovative, tailored, deliverable and valued.
  • Specialist skills in areas including investment, superannuation, tax and estate planning
  • Extensive experience and strong academic backgrounds
  • Objective advice delivered with integrity
  • A breadth of independent quality research providers
  • Private ownership with our own Australian Financial Services Licence

Our wealth management services include:

  • Investment advice and management
  • Financial advice
  • Superannuation and retirement planning
  • Estate advice
  • Personal insurance
  • Aged care

Investment Advice

Investment Advice

StewartBrown Advisory concentrates on long-term performance rather than short-term gains.

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Self-Managed Super

Self-Managed Super smsf

For most Australians, super is the biggest investment they will ever make. That is why expert advice is essential.

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Personal Insurances

Financial Personal Insurance

StewartBrown Advisory can advise on how you can continue to provide ongoing financial security for your family.

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Sydney Office

StewartBrown
Level 2, Tower 1,
495 Victoria Avenue

Chatswood, NSW, 2067
Tel: (02) 9412 3033
Fax: (02) 9411 3242
info@stewartbrown.com.au

Adelaide Office

StewartBrown
Level 1,
104 Frome Street

Adelaide, SA, 5000
Tel: (08) 8229 2280
Fax: (08) 8229 2288
info@stewartbrown.com.au

Chartered Accountants

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