About Stewart Symonds & Partners
Success brings new opportunities, but it also creates new challenges. As your financial situation becomes more complex, you need sophisticated strategies to make the most of your growing wealth and safeguard the prosperity you’ve worked so hard to create.
At Stewart Symonds & Partners we specialise in helping successful professionals, executives and business owners extend and protect their wealth, with tailored investment planning, astute portfolio management and specialised strategies including trusts, self-managed super, gearing and tax-effective investments. So you can enjoy life now, while building on your success in the future.
“ To enhance our clients lives through the provision of expert Financial Planning Advice”
Who we are:
- We are a Premium fee-based Financial Advice Business
- We have been established since 1993 and have a dedicated team of professionals, para-professional and administration support staff
- We have offices located in Perth, Kalgoorlie and Esperance providing services to local, interstate and international clients
- Our resources are provided by Godfrey Pembroke Ltd, a large, highly respected, national financial planning licensee
What we do:
We work in partnership with our clients to assist them in identifying, reaching and maintaining their financial goals and objectives.
Outcomes for our clients:
In working with our team of professionals, our clients receive valuable outcomes through:
- The receipt of tailored and professional advice, structured to meet their lifestyle needs
- Our team assisting them to understand the strategies and recommendations made
- Ongoing communication and being kept informed of the progress towards the achievement of their individual goals
- A feeling of trust and comfort in knowing their financial affairs are being professionally managed
2008 Godfrey Pembroke “Best Practice” Award Winners
Our business won the prestigious Godfrey Pembroke national “Best Practice” Award in 2008.