“My family have been involved with Nigel Stewart of Stewart Partners for almost 30 years. Over that time, Nigel and his team, now led by the very capable Rick Walker, have protected and enhanced the value of our portfolios. Their philosophy in investing in securities or entities of the highest rating has served us well during times of severe downturns and cushioned us from any major impact upon our investments.
They aim to build long term relationships with their clients based on trust, competent advice and a very high level of service.
This is certainly true in our relationship with them but above all, we trust them.
With Stewart Partners now advising on my children commencing their own investments, they will be covering 3 generations of our family.
I cannot recommend Nigel, Rick and their team more highly.”
I have been with Stewart Partners for over ten years and their long term approach to managing my funds has always given me confidence. The benefit of their discipline and focus was highlighted during recent market downturns, with my portfolio remaining protected and secure.
Stewart Partners’ level of service is excellent; in addition, my advisor Joseph Portelli ensures that he understands the personal and professional objectives I am working towards, so that my investments can help me to reach these goals. Joseph’s clear, proactive approach makes working with him a pleasure.
Stewart Partners is also involved in philanthropy and provided me with the guidance I needed to set-up my own foundation. With their assistance establishing it became a simple process.
All stages of my involvement with Stewart Partners has been characterised by integrity, transparency and consistency. I trust the people at Stewart Partners, and have no hesitation in recommending them.
We were referred to Stewart Partners by friends and could not be happier. We found our initial discussions on what is most important to us really helpful in clarifying our priorities and determining what we need money for. This has enabled us to work out how much money we will need and develop our own capital target to track our financial progress over time.
Their advice is clear, logical and based on the capital target we need to achieve to give our children great opportunities and live the life we want. Rick and his team also navigated us through the complexities of life insurance and estate planning.
We trust their advice and have already referred Stewart Partners to three of our friends.
Phil & Fiona Hayes-St Clair
Stewart Partners’ integrity, rigour, and very considered approach stands out in any professional realm, especially that of the financial services. It is a delight working with an intelligent and honest team who look after their clients’ best interests with pride, enthusiasm and true professionalism.
My daughters and I have had our financial affairs looked after by Stewart Partners since 2010 – in that short time the holistic results are notably reassuring.
I only wish we had been dealing with Stewart Partners years ago!
Natalia Bradshaw, Art Consultant/Visual Arts Advocate
Joe Portelli has been our trusted advisor for over 10 years. We have the utmost faith in Joe and Stewart Partners to act in our best interests and to provide sound advice with sensible options for us to decide on how to have a comfortable retirement, and enjoy a rewarding life style.
They are proactive and often go the extra mile to assist with our needs and questions, and we have been very happy with the service they provide, enabling us to sleep at night, comfortable in the knowledge that they are protecting our future financial security.
David & Sue Forsyth
When I retired in 2004, I performed a search for a financial advisor to work with my wife and me in managing our self-managed super fund.
We chose Stewart Partners because of the philosophy of their approach to financial advice. This philosophy suited our risk profile and was consistent with our desire not to be heavily involved in share trading. Stewart Partners presented an approach based on sound research that allowed us to invest broadly across the market and offset the risk with a secure portfolio of cash assets. We review the performance every 6 months and for each period the performance of our portfolio has been equal to or better than the market performance for a similar portfolio.
The advisor who looks after us is knowledgeable, listens to our wishes while providing well thought out advice and is attune to all aspects of our financial and lifestyle requirements . Importantly, he also provides sound advice on the management of our affairs which has demonstrably saved us a considerable amount of money. This advice is provided without prompting and it is clear that we would not have realised these savings without his advice. He works closely with our accountant which helps ensure that all regulatory aspects of the management of our self managed fund are properly administered.
I would have no hesitation in recommending Stewart Partners to anyone whose requirements are similar to ours.
Alan & Jan Baxter