Stewardship Financial Planning Pty Ltd is an independently owned specialist financial services practice offering strategic, investment, risk management and estate planning advice.
Specifically, we offer advice in the areas of financial strategy, investment advice, superannuation (including self-managed super funds), retirement income streams, redundancy planning, gearing, debt management, personal insurances (including life, disability, income protection and trauma) and estate planning.
Stewardship Financial Planning Pty Ltd strives to act, without exception, in the interests of clients with honesty, integrity and professionalism. Stewardship Financial Planning Pty Ltd practices financial planning advice in an ethical manner.
Stewardship Financial Planning Pty Ltd is a fee-based advisory practice and not product-driven. We will represent you and provide advice that is in your best interest and not necessarily in the interests of product manufacturers.
Stewardship Financial Planning Pty Ltd is an Authorised Representative (No 296462) of FYG Planners Pty Ltd Australian Financial Services Licensee (No 224543). FYG Planners Pty Ltd is not owned or controlled by any life insurance company or fund manager.
Stewardship Financial Planning Pty Ltd is an independently owned specialist financial advisory practice. It is not owned, aligned or controlled by any financial institution, fund manager or life insurance company. This ensures that the advice you will receive will not be compromised by alignment with product distributors. We strive to provide advice that is objective and tailored to best meet your specific needs.
Our financial planners are evangelical Christians who seek to provide quality financial advice and service based on Biblical values.
Stewardship Financial Planning Pty Ltd has relationships with a number of other professional advisors including accountants and solicitors that enables us to draw on resources that offer a comprehensive professional service and meet our clients' diverse financial needs.