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”We love getting results for our clients and helping them reach their financial goals. Every client is unique and your personal goals will shape a tailored investment plan. At the end of the day we are in the business of helping people not selling to people.

Angus StewartPrincipal Investment Adviser

Importance of Professional Advice.

Honest

Angus Stewart is one of Queensland’s most astute and experienced professional wealth management advisers with 10 years’ experience in the market place.

Bespoke

Angus specialises in creating bespoke client portfolios to match their goals and risk profile. He is attributed to using direct investments in Australian and International shares and looks for alternative fund managers to complement his portfolios.

Professional

In the current investment environment, it is critical to offer professional advice to clients to ensure that their best interests come first rather than company profits or key products pushed from the big banks.  As a professional in the industry, Angus Stewart has a step up in the market by offering open, honest and tailored advice.

Experience

Stewart Financial Services was born after an expansive career history.  Initially, Angus learnt his craft at top tier firms in both Australia and the UK before running a successful practice within the AMP network with over $50 Million in funds under management.

Why Stewart Financial Services?

  • Transparent service model where all costs and commissions are clearly stated before proceeding
  • Locally Based in Brisbane/Wide-Bay and Australia wide via telephone or online
  • Personalised advice – every client is unique. We listen to you!
  • Professional advice – not tied to a big bank!
  • Qualified and experienced
  • Wide range of investment strategies and models
  • Self Managed Super help

Areas we specialise in:

  • Financial planning strategies
  • Cash flow management and debt reduction
  • Superannuation & Pension
  • Self Managed super funds
  • Goal Funding
  • Retirement planning
  • Personal insurance (E.g. Income Protection, life insurance etc.)
  • Business insurance (E.g Key Person, buy-sell etc.)
  • Investment & Gearing (Borrowing to invest)
  • Estate Planning Considerations
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“I have followed Angus’ recommendations over the past 10 years and has allowed me to double my initial Investment of $50,000.”

Terry ShortClient
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“Angus displayed a great knowledge and understanding of my financial goals and gave me excellent professional advice on the steps needed to achieve these. I no longer find my financial future such a daunting idea, I will be seeking his advice in the future. Would recommend to all my friends and family.”

Tash CookClient
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“Angus is an extremely easy person to deal with. He has a real grasp on what he is talking about and provided financial advice that people just don't think about. He was a life saver with superannuation which is far more complicated than I ever thought!”

David ChapmanClient

“I have always received full attention in a timely and courteous manner from Angus when I have needed it.”

Marilyn JensenClient

“Angus has been very helpful to us and has gone out of his way to visit us in our new home in Brisbane. His advise is very helpful and easy to understand. He gives us confidence that his advice is in our best interests.”

Peter MartinClient

“We would recommend Angus advice to anyone who requires assistance in financial matters.”

Keryn StaibClient

“Angus helped me change my super and pension investment strategy recently to maximize returns.”

Glyn PeateyClient

“Angus has helped me grow my investment and SMSF portfolio while meeting my cash flow commitments. Advice is clear concise timely and tailored.”

Annabelle HirstClient

“Angus has given me advice for several years now with regards to life insurance, income protection. superannuation and transition to retirement strategies. Angus always explains things in a clear way. Through Angus's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually receive Angus's full care and attention when I need it.”

John TootellClient

“Angus has always been ready if I need advice he is always available to help.”

James HendersonClient

“Angus is extremely professional and competent in his field. He gave me the best advice for my current situation and I will recommend his services to all friends and family.”

Danielle LodgeClient

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