Stuart built his practice to make advice feel accessible for people approaching or living in retirement. He places a strong emphasis on continuity, preferring long-term relationships and straightforward conversations that help clients focus on enjoying life rather than worrying about financial complexity.
9 Bald Hills Road, Bald Hills QLD 4036 Brisbane
07 3188 5140
Based in the easily accessible North Brisbane Suburb of Bald Hills, Stuart is a partner at Lifelong Wealth and has over 20 years experience in providing financial advice to everyday Australians. Before opening Lifelong Wealth in 2019, Stuart was a Senior Financial Planner with one of Australia’s largest Financial Institutions.
He obtained his Certified Financial Planner (CFP) qualification – the highest level of education standard in this profession – over a decade ago, so you can know that you are meeting with a financial adviser who has a wealth of knowledge and years of experience.
Stuart started Lifelong Wealth with the desire to make Financial Advice available and understandable to the everyday Australian, hence moving his business to the suburbs of North Brisbane. Stuart, however, has kept the quality of advice to a high standard and within the 2nd year of operation, Lifelong Wealth was a Platinum Award winner – an award recognising advice excellence. Lifelong Wealth was also a finalist in the Practice of the Year.
Stuart and the team at Lifelong Wealth are passionate in keeping the advice process simple, so that pre-retirees and those either about to retire or already retired can get on with enjoying their lives. The practice has a family feel and being only a small business, Stuart has the ability to focus on individual clients, giving them the time they need.
Stuart enjoys life with his family and being an active member in the communities his children are involved in. Stuart loves sport, whether participating, supporting or being a spectator. Travel is a significant interest with the experiences it brings and being able to immerse in other cultures.
Although Stuart welcomes clients of all ages, he specialises in building long term relationships with retirees and pre-retirees to help set themselves up for a comfortable retirement free of financial stress.
Most of Stuart’s clients have been with him for over 15 years, evidence of his high-quality advice and down to earth discussions.
“Stuart was referred to me and I am pleased he was as he has given me advice in areas including super funds and managing debt. Stuart has been able to explain things to me in a clear way. Through Stuart’s knowledge and experience, I feel very confident the advice given was exactly right for my needs. I have received Stuart’s full care and attention when I needed it.” ~ Julianne, 56 – 65 years
“Stuart has provided my wife and myself with advice on how to best protect our retirement savings while still providing us with a comfortable income in retirement. He has also provided us with advice that may enable me to receive a Centrelink pension without sacrificing our savings. He makes himself readily available when we want to see him and has a good understanding of our financial needs and our risk profile.” ~ Phillip, 65+ years
“Stuart has assisted us both as we step out of working careers and into our retirement years, with sound superannuation advice and likely outcomes. We have always been relaxed and comfortable in his presence and have total confidence in his advice and ongoing attention. He is upfront with his reasoning and expectations, and we have followed his advice to the letter. Highly recommended.” ~ Peter, 65+ years
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