Strategy is arguably the most important aspect of the services we provide. Our view is that more wealth is lost as a result of poor structuring and lack of review than from poor investment returns.

Our strategy services:

• Ensure your assets are owned by the correct legal and tax structure;
• Identify the risks to your current and desired position and recommend ways to protect your most valuable assets;
• Make the most effective use of your cash flow and debt in achieving your objectives;
• Ensure that your assets go to those who are most important to you, in the event of your demise.

In providing these services, we work with your taxation and legal advisers to ensure that your strategy is focused and cohesive.

At Stewart, Symonds & Partners our core ethos is:

• We are a Premium fee-based Financial Planning Business
• We have been established for 15 years, 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

We prefer to be remunerated on a 'fee for service' basis. This is achieved by charging fees for the range of service offered, on a percentage basis of investments placed or under advice. In such circumstances, we rebate any commissions we might be entitled to receive.

The fees you are charged may be tax deductible but we recommend that you confirm this with your accountant.

Details of all costs are fully disclosed once the services to be provided have been determined. There is no cost or obligation for initial consultations.