LIKE YOU, WE SEE THE IMPORTANCE OF PLANNING FOR TOMORROW
DUANE STEWART ADVISORY SERVICES
LIKE YOU, WE SEE THE IMPORTANCE OF PLANNING FOR TOMORROW
DUANE STEWART ADVISORY SERVICES
WHO WE ARE
We are in the people business.
We help people achieve their best possible financial future. What we do well, is ask a pretty simple but fundamental question.
“What’s important to you?”
That question is at the centre of everything because winning ‘the game of money’ is all about lifestyle. It’s about loving life, spending quality time with your family and friends and feeling confident that you can achieve your personal goals.
That’s why we spend time focusing on getting to know you, understanding your goals and helping you articulate what you want to achieve in life. Once we map that out, we can help you protect your lifestyle and family, better manage your cash flow and build wealth along the way.
It’s our job to challenge your thinking when it comes to money, because there are many ways to reach your goals and your priorities will change at different stages of your life. We like helping people feel comfortable and in control of their financial future and we work hard to make financial planning easy to understand and totally transparent.
We have more than 30 years’ experience in personal insurance, superannuation and wealth accumulation advice. We think longevity and reliability are good traits. What we offer is a long term partnership that you can trust to help you achieve your best financial future.
WHO WE ARE
We are in the people business.
We help people achieve their best possible financial future. What we do well, is ask a pretty simple but fundamental question.
“What’s important to you?”
That question is at the centre of everything because winning ‘the game of money’ is all about lifestyle. It’s about loving life, spending quality time with your family and friends and feeling confident that you can achieve your personal goals.
That’s why we spend time focusing on getting to know you, understanding your goals and helping you articulate what you want to achieve in life. Once we map that out, we can help you protect your lifestyle and family, better manage your cash flow and build wealth along the way.
It’s our job to challenge your thinking when it comes to money, because there are many ways to reach your goals and your priorities will change at different stages of your life. We like helping people feel comfortable and in control of their financial future and we work hard to make financial planning easy to understand and totally transparent.
We have more than 30 years’ experience in personal insurance, superannuation and wealth accumulation advice. We think longevity and reliability are good traits. What we offer is a long term partnership that you can trust to help you achieve your best financial future.
ABOUT DUANE
Director/Senior Financial Adviser
Duane’s working credentials set him apart from most financial advisers because he spent around 21 years working with some of the largest insurance and superannuation companies in business development management roles, before starting his own financial advice business in 2010.
As a result, his product knowledge across numerous companies, strong industry relationships and ability to streamline your experience is second to none.
Duane is passionate about ensuring everyone, regardless of their current situation, can access his support and knowledge to put in place a plan for financial security. Duane Stewart Advisory Services is a boutique financial advice business providing clients with highly diversified financial product options that are chosen from a broad range of providers. Similarly, our licensee, GPS Wealth Ltd, totally supports providing advice and products that are in the best interests of every client and their individual circumstances. For you, that means peace of mind and quality advice.
- Diploma of Financial Planning
- Chartered Life Practitioner
- Authorised Representative with GPS Wealth Ltd
- Member of the Association of Financial Advisers
ABOUT DUANE
Director/Senior Financial Adviser
Duane’s working credentials set him apart from most financial advisers because he spent around 21 years working with some of the largest insurance and superannuation companies in business development management roles, before starting his own financial advice business in 2010.
As a result, his product knowledge across numerous companies, strong industry relationships and ability to streamline your experience is second to none.
Duane is passionate about ensuring everyone, regardless of their current situation, can access his support and knowledge to put in place a plan for financial security. Duane Stewart Advisory Services is a boutique financial advice business providing clients with highly diversified financial product options that are chosen from a broad range of providers. Similarly, our licensee, GPS Wealth Ltd, totally supports providing advice and products that are in the best interests of every client and their individual circumstances. For you, that means peace of mind and quality advice.
- Diploma of Financial Planning
- Chartered Life Practitioner
- Authorised Representative with GPS Wealth Ltd
- Member of the Association of Financial Advisers
WHAT WE DO
Life changes. So do your needs.
You might be just starting out – or starting over.
You may be feeling like you are finally starting to get somewhere with some assets behind you – and you want to know how to use those to put yourself in a stronger financial position.
Or, you may be getting ready to make the leap into retirement – or want to just reduce your work commitments so you can do more of whatever makes you happy!
Whatever life stage or financial challenge you currently face, we tailor strategies that are flexible and think long term. Our aim is to be on that journey with you all the way.
SET THE FOUNDATIONS
It’s really important to get the basics in place. This is about making sure you and your family are protected, your estate plans are in order and you have really smart Super. We also want to hear about how you manage debt and your cash flow so we can really make your money work for you and minimise cash flow pressure as much as possible. And just as important, is getting a shared understanding about your risk profile so that we can start the conversation about building wealth.
BUILD YOUR PATHWAY TO WEALTH
We will keep checking your foundations are right for you – and adapt them along the way. Your focus may be more on how to reduce debt as fast as possible, accelerate Super contributions and consider investment through property or a share portfolio.
COUNTDOWN TO RETIREMENT
With debt under control, we should be able to significantly reduce your personal insurances. We also re-focus your goals and future plans – after all, not everything happens as we expect it will. This is the time that we plan for how much money you will need in retirement and position assets and investments to work especially well to provide the lifestyle you want when you are no longer working 9 to 5.
Find out more about our key service areas.
WHAT WE DO
Life changes. So do your needs.
You might be just starting out – or starting over.
You may be feeling like you are finally starting to get somewhere with some assets behind you – and you want to know how to use those to put yourself in a stronger financial position.
Or, you may be getting ready to make the leap into retirement – or want to just reduce your work commitments so you can do more of whatever makes you happy!
Whatever life stage or financial challenge you currently face, we tailor strategies that are flexible and think long term. Our aim is to be on that journey with you all the way.
SET THE FOUNDATIONS
It’s really important to get the basics in place. This is about making sure you and your family are protected, your estate plans are in order and you have really smart Super. We also want to hear about how you manage debt and your cash flow so we can really make your money work for you and minimise cash flow pressure as much as possible. And just as important, is getting a shared understanding about your risk profile so that we can start the conversation about building wealth.
BUILD YOUR PATHWAY TO WEALTH
We will keep checking your foundations are right for you – and adapt them along the way. Your focus may be more on how to reduce debt as fast as possible, accelerate Super contributions and consider investment through property or a share portfolio.
COUNTDOWN TO RETIREMENT
With debt under control, we should be able to significantly reduce your personal insurances. We also re-focus your goals and future plans – after all, not everything happens as we expect it will. This is the time that we plan for how much money you will need in retirement and position assets and investments to work especially well to provide the lifestyle you want when you are no longer working 9 to 5.
Find out more about our key service areas.
WHO WE WORK WITH
Our clients are all ages and at different stages of life. What they have in common is a game plan.
We work with singles, couples, families and business partners who believe in the importance of planning and understand the costs of procrastination. Our clients’ achievements are rarely accidental and they want an adviser that keeps them on track and can adapt when things don’t go to plan!
Our tailored advice is geared towards your needs and goals – and it considers the full gamut of insurance, estate planning, cash-flow management, superannuation and investments.
SINGLES, COUPLES AND FAMILIES
Different stages, different challenges!
So, whether you are a young single; in a relationship; crazy busy with a young family and a big first mortgage; or starting to get a bit more comfortable – we can help you.
Together, we can map out your game plan to protect your family and assets and keep an eye on the horizon at the same time with some smart wealth building strategies.
BUSINESS OWNERS
Small to medium-sized business!
If you are a business owner, it’s really important to manage risk and have exit strategies in place to protect you and your family.
Key man insurance, equity and loan protection strategies are some of the smartest investments you can make to underpin a successful and happy business structure.
WHO WE WORK WITH
Our clients are all ages and at different stages of life. What they have in common is a game plan.
We work with singles, couples, families and business partners who believe in the importance of planning and understand the costs of procrastination. Our clients’ achievements are rarely accidental and they want an adviser that keeps them on track and can adapt when things don’t go to plan!
Our tailored advice is geared towards your needs and goals – and it considers the full gamut of insurance, estate planning, cash-flow management, superannuation and investments.
SINGLES, COUPLES AND FAMILIES
Different stages, different challenges!
So, whether you are a young single; in a relationship; crazy busy with a young family and a big first mortgage; or starting to get a bit more comfortable – we can help you.
Together, we can map out your game plan to protect your family and assets and keep an eye on the horizon at the same time with some smart wealth building strategies.
BUSINESS OWNERS
Small to medium-sized business!
If you are a business owner, it’s really important to manage risk and have exit strategies in place to protect you and your family.
Key man insurance, equity and loan protection strategies are some of the smartest investments you can make to underpin a successful and happy business structure.
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BOOK IN TODAY
(Winston, the super friendly Office Dog, will meet you at the door!)
Introductory meetings are serviced at our cost, so we can work out if we are a good fit.
Our office is in North Adelaide, let’s meet and see if we can help you.
Duane Stewart Advisory Services
174 Molesworth Street
NORTH ADELAIDE 5006
T: 08 7099 3618
M: 0439 014 639
E: nicki@dsas.com.au