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Why Stewart Financial Services?
A financial adviser can help you make financial decisions and plan for the future. This might include advice about budgeting, investing, 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 etc.
Honest
Angus Stewart is one of Queensland’s most astute and Experienced independent wealth management advisers with 10 years’ experience in the marketplace. He is one of the best financial advisor in
Brisbane area.
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.
Experience
Angus Stewart Investing 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.
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. Angus Stewart has a step up in the market by offering open, honest and tailored advice.
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The Stewart Model Portfolio
The Stewart Model Portfolio which can be held inside, or outside super is a portfolio that is put together to track the trends of future growth. This includes access to Emerging Markets managed funds, Technology ETF’s and some of the best performing Managed Funds over the last 5 to 10 years.
- Our aim is to produce a return of 10% to 15% over a 7-to-10-year period.
- This portfolio is suited to growth investors looking for good solid returns for the future or retirement.
- There is a minimum investment of $50,000 and suits most investment and super platforms.
- Did you know that the FANG stocks made up most of the S & P 500 returns since the crash in 2020? This is why it is always important to pick sectors that are undervalued rather than always relying on momentum investing through index style strategies.
- Emerging Market’s will be something to look at in the next 12 months with the NASDAQ down nearly 14 % already in January.
Investing in themes and markets that are undervalued is crucial in the next 12 months to come. Using top performing fund managers, value investing, and diversification will be a strength in the next few years.
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Testimonials
Testimonials
“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 Chapman
“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 Cook
“I have followed Angus’ recommendations over the past 10 years and has allowed me to double my initial Investment of $50,000.”
Terry Short
“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 Lodge
“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 Martin
Angus has helped me grow my investment and SMSF portfolio while meeting my cash flow commitments. Advice is clear concise timely and tailored. “
Annabelle Hirst
Our Model Portfolios
Active investment management adds great value by enhancing returns and reducing risk. Active management comes in many forms, different investment mixes and risk profiles.
Our main philosophy is to give clients access to direct and alternative investments within clients’ portfolios that attract great growth and income opportunities.
Importantly for you, we are not attached to any corporate bank or business and have no conflict of interest in the marketplace. Stewart Financial Services is designed on a fee for service model. The company has its own AFSL which provides greater professionalism in a time of uncertainty with the current revelations coming to light with the royal commission.
“Having a professional asset allocation allows you to access specific investment ideas and themes, and it also allows you to invest the way you want to. This provides flexibility to invest with ethical investments or targeting specific sectors in the market you feel have a great value add. Working with a professional, you can quickly work out what your tolerance to risk is and also how to manage risk within your portfolio.”
Angus Stewart
Principal Financial Adviser
Your Expert Financial Advisor in Brisbane
Start building your investing portfolio with our SUPER 7 SHARE PACK which arms you with 7 leading stock investment ideas for 2023.
AS
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Angus Stewart of First Hedge (53624107428) trading as Stewart Financial Services are Authorised Representatives
of First Hedge Pty Ltd AFS Licence No 507216
Mobile: 0404 716 957 | Office: 07 4124 7108
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