|Name||Bradley Stewart, CFP®|
|Address||L3 201 Sturt Street
Townsville, QLD 4810
|Phone||07 4772 1000|
In my capacity as a financial planner I ensure the right funds are available in the right hands at the right time so people can achieve their lifestyle goals.
To look after, manage and be accountable for someone’s finances is a great responsibility – possibly the greatest after someone’s health. For this very reason I treat the role that I play with my clients as both a privilege and honour.
Whilst forming strong, lasting relationships with my clients I help people manage their financial affairs through creating wealth and protecting their wealth, enabling them to feel in control and comfortable with their finances and ultimately save them the time and stress in doing so themselves.
This is achieved through budgeting, investment, superannuation, borrowing/debt reduction, insurances, tax advice,determining levels of expenditure, income generation and strategic advice, which help provide a total financial solution for my clients' needs.
The type of issues I help solve for my clients are:
• Ensuring they have enough money to retire on
• Understanding the complexities of the financial world
• Paying too much tax
• Managing their finances
• Protecting their wealth and income
• Establishing goals and objectives to work toward
• Living the lifestyle they wish to live in retirement
For those financial services I don't provide in house I have formed strong alliances with like minded individuals and businesses that can provide these services at the highest level and therefore provide a complete solution to your situation whilst maintaining high service levels at all times in all circumstances.
My Core Expertise
Superannuation Advice (Retail and SMSF)
Investment Advice (including Direct Shares) (over $200mil of client's investment monies under direct advice)
2019 - Now - Codebots (2018 Qld StartUp of the Year)
2014 - Now - Evolution Advisory then Evolution Financial Dealer Group
2012 - 2014 - WHK National Risk Committee
2008 - 2010 - WHK National Investment Committee