What you should know about Steward Wealth:
Steward Wealth was established by its directors, Anthony Picone and James Weir, in 2013 after they had spent more than ten years each in Macquarie Bank’s private wealth division and concluded there were better ways of doing things for both their clients and themselves. The firm is run as a true boutique, taking a whole-of-life approach to helping clients make the most of their financial resources.
Operationally, Anthony specialises more on the financial planning side and James on the investment side, and another team member, Cameron, is a lending specialist. We currently use Adviser Logic for CRM and Powerwrap as our platform, through which we run an MDA model, with four funds of funds comprised of the same constituents in different weightings to deliver a different risk-return outcome, with the approach being that we take the least amount of risk required to meet a client’s objectives.
Our clients tend to be professionals in accumulation through to retirement, with the majority qualifying as sophisticated investors.
Our current priorities are to review our platform provider (and possibly the CRM), increase the use of technology in both the advice process and client communications, and marketing.
Attendees:
Anthony Picone, Director, Certified Financial Planner
James Weir, Director, Investment Specialist
Website: