BUILD ON YOUR SUCCESS
10-3-Now uses a goal-based advice process to keep you on track to reach your ultimate goals in life. We start with where you want to be in 10 years’ time, where you are now, and create a practical plan to guide you through to where you need to be in 3 years’ time.
Private Wealth Program
Our Private Wealth Program is a six step process that has your interests, your goals and your life aspirations at its heart. It is a complete advice offering.
Family Office and Family Board Administration
The focus of our business is to achieve our clients’ personal and financial goals – but achieving clients’ family goals is our passion.
Estate Planning
Building your estate to ensure a secure financial future for your family is not just about creating wealth.
Business Succession Planning
We understand what’s required to ensure a smooth transitional process for all involved, plus the strategic financial steps to be considered when you receive a lump sum payment for a business.
Personal Injury Service
Personal injury compensation claims can take many years to settle. We appreciate that during this period you and your family will be under financial stress and at times be feeling quite uncertain about the future.
Retirement Planning
Regardless of your current stage in life, a well thought-out superannuation strategy will, at some point, be pivotal in helping you to achieve your retirement goals.
Philanthropy – Charitable Giving
With our assistance and planning, a number of our clients are beginning to see that they will reach a point in their lives that we call “The Point of More-Than-Enough”.
Why Choose Us?
Latest News
When you’re planning to buy a home, the first step is to make sure you…
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Key points: There are varying tenure types that can impact your rights over a property…
During the past couple of years property investors have been less active as interest rate…
Our team
Managing Director
MBA, Grad Dip Mgmt, DFP, GAICD, AFP®
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients.
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.
Associate Adviser
Adv. Dip. FP (FS)
Elise has been with our business since 2004 and is based in our Kalgoorlie office. Elise is a senior member of our team and provides valuable advice support to our clients and works closely with our senior advisory staff.
Associate Adviser
B Comm (Acc & FP) CFP
Alisha has been with our business since 2016 and is based in our Perth office. Alisha works closely with our senior advisers to ensure the highest level of client service and advice is delivered.
Associate Adviser
B Com, DFP
James has been with our business since 2014 and is based in our Perth office. James works closely with our senior advisers to ensure the highest level of client service and advice is delivered.
Senior Financial Consultant
B Ec, G.Dip.Fin.Planning, AFP®
Trish Prince believes that making good choices in life is the key to a better future. This is especially true when it comes to our finances. Understanding that every person’s situation is different and that their needs are unique, Trish offers her clients perspective, experience and support to identify what is right for them.
Financial Consultant
BEcon, BCom, CFP®
David Counsel is a dedicated Adviser whose primary focus is on individuals and families living their ideal life. This means working alongside you to make achieving your goals a reality, to protect your wealth for the future and to give you the peace of mind that a professional is always looking after your best interests.
Administration Manager
Natasha joined our team in 2021 and is based in our Perth office. Natasha is a very experienced Administration Manager and has a long working history in the Financial Services Industry. Natasha’s role is to provide administrative support to the Advisers and Associates and assisting our client service team.
Client Service Manager
B Com
Nick has been with our business since 2018 and is based in our Perth office. Nick works closely with our senior advisers to ensure the highest level of client service and advice is delivered.
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.
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.