Steward Capital is an Independent Wealth Management and financial planners

our services

from the investment desk

The Navigator: The Ins and Outs of Investing Offshore with Asset Swaps

We are often asked about Asset Swaps and Feeder Funds as the terms can be confusing. This article explores these concepts, terminology...

The Navigator: Survival of the Fastest

Remember Netscape Navigator? The company was the dominant web browser and search engine in the 1990s, later displaced by Google...

The Navigator: Not the Time to Be Complacent

Despite the best efforts of the global investing community, few are able to anticipate the major events that shape investment outcomes...

The Navigator: Wall of Worry

Global events and investment market movements mean less than you think when it comes to successful investing

The Navigator: Power Play Performance from India

In cricket, a power play refers to the restriction of the number of fielders outside the 30-yard circle of the pitch...

I am a long term investor, primarily offshore. Steward Capital has constantly given me returns that are above average. What I like is their professional and measured approach to investing, using quality fund managers offshore. They run a lean operation and the fee structure reflects this. I recommend Steward Capital as a wealth Management firm to cater for all your financial needs.

- Mark Bielovich

We have been involved with members of the Steward Capital Team since 2009, during this time our financial affairs have been very satisfactorily handled over several volatile investment periods. The company believes in a relationship approach, which coupled with an open and honest manner in dealing with us, has been most rewarding. Of particular importance is that Steward Capital is able to present our current and forecasted financial affairs in a readily comprehensible format for non-financial investors. We could not have wished for a better partner in business.

At Steward Capital, before a cent is invested, they work to understand their client’s needs and then they meticulously strategise the best solution. Our returns have been extremely pleasing however, Steward Capital’s real value is that even if markets had gone the other way over the past few years, the strategy would have held, putting us on the right side of any downturn. They provide exactly what I want from a relationship with my financial partner: No big promises, except for a really good sleep at night.

Our initial and ongoing meetings have developed our trust in our partnership with Steward Capital. The trust is multi-faceted; - we trust the team with our future financial well-being, – it is clear that the Steward Capital team have our best interest at heart both in their actions and their deeds, – we have followed Steward Capital advice and recommendations based on their sound understanding of the market and their unique approach to business and in all cases to date the decisions have been merited. Our partnership with Steward Capital is carefully nurtured by the team and Joanne and I are confident in their ability to deliver on our financial expectations. We have no hesitation in recommending their services.

We place transparency and the creation of trust at the heart of our commitment.

your wealth journey starts with a team that understands your financial goals.

we deliver well-researched strategies across a variety of financial products.

optimal financial solutions through diverse skills and services.

Partners in preserving, managing and growing your financial wealth.

our services

Investment Planning

Risk Management

Tax Planning

Estate Planning