Do you know how 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 Pty Ltd 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:
Our wealth management services include:
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.
Investment Advice
StewartBrown Advisory concentrates on long-term performance rather than short-term gains.
Self-Managed Super
For most Australians, super is the biggest investment they will ever make. That is why expert advice is essential.
Business & Tax Advisory
Our business services team strive to provide assistance and solutions that go beyond traditional tax and accounting.
