BUILD ON YOUR SUCCESS

Success brings new opportunities, but it also creates new challenges. At Stewart Symonds & Partners, we specialise in helping successful professionals, executives and business owners extend and protect their wealth.

Wealth Creation

Regardless of your current financial position and financial life stage, ClientComm Financial Planners undertake a complete analysis of your goals to develop your financial plan.

Family Business Advice

You’ve dedicated years to building a successful business with the potential to create significant wealth for you and your family. It takes careful planning to make the most of that potential

Estate Planning

You’ve worked hard to create a lasting legacy for your family, so it’s important to ensure those assets aren’t eroded when the time comes to transfer them to those you care about most.

Lending Services

Our experienced team is committed to ensuring your borrowings are working for you. Our extensive experience with all types of lending mean we can assist you to:

Personal Insurance

Unfortunately, even affluent Australians often neglect to protect themselves and their families against the potentially devastating effects of an unexpected death or disability.

SMSF & Retirement Planning

When you’re busy enjoying life, retirement can seem a long way off. But with Australians living longer  your retirement lifestyle is not something to be left to chance.

Why Choose Us?

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Our team

Partner and Principal Financial Consultant

B Bus (Agric), Grad Dip Bus, Dip FP, CFP®, GAICD

Kim is a Certified Financial Planner with over 20 years experience within the industry. Kim commenced Stewart Symonds & Partners in Kalgoorlie in 1993. The business has now expanded to have offices based in Perth and Esperance. Kim continues to provide high quality Strategic Financial Advice to local, interstate and overseas clients.

Partner and General Manager

MBA, Grad Dip Mgmt, DFP, GAICD, AFP®

Garry joined the team as General Manager of the business in March 2006 and became a partner in July 2007. Garry has over 30 years experience in the Financial Services industry and has held senior management positions with institutions such as Colonial, ING and MLC.

Senior Financial Consultant

B Comm, Dip FP, CFP®

Sharon joined Stewart Symonds & Partners Financial Consultants upon the successful completion of her Bachelor of Commerce degree in July 1995.

She is an integral member of the team and has been instrumental in the growth, expansion and development of the business. Sharon’s success can be attributed to her dedication to excellence in client service, the strength of her technical financial planning skills and her passion to achieve the best outcome for her clients.

Senior Financial Consultant

B Ec, G.Dip.Fin.Planning, AFP®

Trish joined our business in 2009 as a Financial Consultant and Personal Protection Insurance Specialist. Trish is based in our Perth office and also provides service to new and existing clients in Kalgoorlie and Esperance.

Financial Consultant

BEcon, BCom, CFP®

David joined Stewart Symonds & Partners Financial Consultants as a Financial Consultant in May 2014. He has worked in the financial services industry for the past 6 years and comes from a technical background working with SME’s and their directors/owners. David holds a Bachelor of Commerce and a Bachelor of Economics from the University of Western Australia and is a Certified Financial Planner (CFP®).

Finance Manager

Cert IV Finance and Mortgage Broking

Chris White joined Stewart Symonds Finance in February 2016, as Finance Manager. Prior to joining the business he had held a number of roles within the banking industry spanning over 20 years.

Client Experience

Your Stewart Symonds & Partners adviser is dedicated to providing expert advice and tailored strategies to help you grow, protect and enjoy your wealth.

Our clients are far from ordinary, so naturally we provide an exceptional standard of service. They also have diverse interests and aspirations, so our advice is meticulously structured around their personal goals. By working in partnership with you, we create financial solutions to support your aspirations in every part of your life: in business, in leisure, among your family and in retirement.

Our aim is not simply to grow your wealth in the future, but to help you enjoy it today. Our partnership is built on understanding. From our first meeting, we take the time to explore your individual financial and lifestyle aspirations.

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Our Philosophy

At Stewart Symonds & Partners we believe every client is unique, so we support you with a unique financial plan built around your personal aspirations, priorities and lifestyle. We also believe it’s essential to actively manage your wealth.

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