We place transparency and the creation of trust at the heart of our commitment.

our philosophy

your wealth journey starts with a team that understands your financial goals.

meet the team

we deliver well-researched strategies across a variety of financial products.

our services

optimal financial solutions through diverse skills and services.

our services

Partners in preserving, managing and growing your financial wealth.

As an independent wealth management business our goal is to help you make appropriate decisions regarding your money. We place a strong emphasis on our client relationships and believe in working closely with you to provide solutions tailored to meet your specific needs and goals. Our name reflects what we believe to be our core responsibility - the Stewardship of our client’s wealth.

our services

from the investment desk

The Navigator: The Ultimate Bottleneck?

After the Global Financial Crisis funds investing in high growth shares were supported by significant tailwinds

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Capital Gains Tax is no small change

Many of us are resistant to change and, in many cases, look for ways to avoid it.

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The Great Rotation?

In the aftermath of the Global Financial Crisis, and the easy monetary policy and stimulus which followed, it has been a relentless surge...

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The Offshore Opportunity for Retirement Funds

South Africa’s Finance Minister surprised the savings industry with the announcement that retirement funds could increase their offshore all

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Ready Player One: Mapping the Metaverse

"This is the Oasis. It's a place where the limits of reality are your own imagination. You can do anything, go anywhere." - Wade Watts

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What Our Clients Say

I am a long term investor, primarily offshore.  Steward Capital has constantly given me returns that are above average.  What I like is their professional and measured approach to investing, using quality fund managers offshore.  They run a lean operation and the fee structure reflects this. I recommend Steward Capital as a wealth Management firm to cater for all your financial needs.

- Mark Bielovich

We have been involved with members of the Steward Capital Team since 2009, during this time our financial affairs have been very satisfactorily handled over several volatile investment periods.  The company believes in a relationship approach, which coupled with an open and honest manner in dealing with us, has been most rewarding.  Of particular importance is that Steward Capital is able to present our current and forecasted financial affairs in a readily comprehensible format for non-financial investors.  We could not have wished for a better partner in business.

- John & June Allan

At Steward Capital, before a cent is invested, they work to understand their client’s needs and then they meticulously strategise the best solution. Our returns have been extremely pleasing however, Steward Capital’s real value is that even if markets had gone the other way over the past few years, the strategy would have held, putting us on the right side of any downturn.  They provide exactly what I want from a relationship with my financial partner:  No big promises, except for a really good sleep at night.

- Justin Foxton

I would like to just thank you so much for always being there when I need you, for your prompt replies, assurances and many explanations!!  It is so reassuring to know that there is someone one can turn to if needed.

- Anita Asherson

Just wanted to thank you for the excellent service the team at Steward Capital provide.  Your integrity is beyond reproach.  The peace of mind I enjoy knowing that my financial affairs are in the safe expert hands of Steward Capital is priceless. You have always gone above and beyond with anything I have required in past years and I look forward to our long happy association for years to come.

- Lyn Cooper

I have a ten year association with the partners of Steward Capital, during which time I have enjoyed good, solid  advice, coupled with market returns which have exceeded my expectations.  I recommend this financial practice to investors requiring sound bespoke solutions, administered with the correct measure of professionalism, knowledge and humility.

- Marco Dagnolo

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