As an independent wealth management business our goal is to help you make appropriate decisions regarding your money. We place a strong emphasis on our client relationships and believe in working closely with you to provide solutions tailored to meet your specific needs and goals. Our name reflects what we believe to be our core responsibility - the Stewardship of our client’s wealth.
Over your lifetime, your financial needs will change. So should your financial plan.
Managing exposure to risk is an integral yet often neglected part of effective financial planning.
The purpose of tax planning is to structure your financial wealth to ensure tax efficiency.
There is more to estate and succession planning than simply creating a will.
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In the ever-evolving landscape of personal finance and wealth management, investors are faced with an increasingly wide array of choices.
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.
- John & June Allan
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.
- Justin Foxton
I would like to just thank you so much for always being there when I need you, for your prompt replies, assurances and many explanations!! It is so reassuring to know that there is someone one can turn to if needed.
- Anita Asherson
Just wanted to thank you for the excellent service the team at Steward Capital provide. Your integrity is beyond reproach. The peace of mind I enjoy knowing that my financial affairs are in the safe expert hands of Steward Capital is priceless. You have always gone above and beyond with anything I have required in past years and I look forward to our long happy association for years to come.
- Lyn Cooper
I have a ten year association with the partners of Steward Capital, during which time I have enjoyed good, solid advice, coupled with market returns which have exceeded my expectations. I recommend this financial practice to investors requiring sound bespoke solutions, administered with the correct measure of professionalism, knowledge and humility.
- Marco Dagnolo
Our initial and ongoing meetings have developed our trust in our partnership with Steward Capital. The trust is multi-faceted; Integrity - we trust the team with our future financial well-being, Intent – it is clear that the Steward Capital team have our best interest at heart both in their actions and their deeds, Capability – 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.
- Rob & Joanne de Bruyn
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