My role is to position you in the best way to ensure your financial success and to take away the stress and complexities that this involves. As you move through different life stages, the advice and services you require will evolve with your needs. Stinton Wealth Management is here to partner with you, every step of the way.

Financial planning.

I provide advice and strategies to help you achieve the best possible outcomes.

After developing an understanding of your goals and unique circumstances, I also take a look at your overall financial position, including your assets, liabilities, insurance coverage, existing investments and tax strategies. From here, a financial plan is drafted for approval, and then put into implementation. Ongoing, we meet for regular reviews and finetune your plan to adapt to changes in investment markets, legislation, the economy and of course changes to your circumstances. 

Personal risk and life insurance.

I can help you be prepared for life’s unexpected challenges by implementing a Personal Risk Protection Plan that may include Income Protection, Trauma, Life & TPD Insurance. 

Cash flow and debt management.

I can advise on sustainably managing cash flow to help secure your financial goals and manage your commitments. Part of this is the strategic use of debt to further advance your objectives.

Superannuation.
I can help you navigate the complexities of super. The rules are constantly changing, so it pays to have up-to-date advice. Superannuation still remains a very tax-effective way to grow wealth. A well-documented plan that takes advantage of the available superannuation strategies, alongside an appropriate and tailored investment portfolio solution, will give you the greatest opportunity to live a comfortable life in retirement.

Retirement planning.

As you near retirement, planning takes a heightened sense of importance. I can help you navigate this crucial journey to orchestrate the best possible outcome.

Estate planning.

An adviser’s skill in estate planning is crucial in ensuring the most beneficial outcome in the management of your assets. I can help ensure that your wishes are given effect in the most efficient and tax effective manner possible.