Private Wealth Management

A boutique provider of private wealth management solutions for high-net-worth individuals, their families and charities, Stewards Capital assists clients to build and preserve their financial wealth.

WEALTH MANAGEMENT

We can provide a full array of wealth management services.

SIGNIFICANT INVESTOR VISA

The Significant Investor VISA aims to provide a boost to the Australian economy and to compete effectively for high net worth individuals seeking investment migration.

INVESTMENTS

We aim to deliver superior strategic advice and risk-adjusted returns to our investors.

PORTFOLIO MANAGEMENT

Stewards Capital has licensed Major Domus Family Office to provide a wide range of portfolio management services to our families.

FINANCIAL PLANNING

Stewards Capital offers a range of investment services, allowing high-net-worth clients to consolidate and maximize their access to flexible global investment exposures and banking alternatives.

TRADING

We provide electronic access to stocks, bonds and funds with consolidated reporting and one Client Adviser. Clients gain a turn-key solution to trading, investment planning and advice.

RISK TOLERANCE AND MANAGEMENT

A key differentiator to Stewards Capital’s wealth offering is its approach to portfolio risk management to aim to improve certainty of portfolio outcomes.

PORTFOLIO ADVICE SERVICES

Invest with more control and peace of mind through Portfolio Advice Services.