Established in 2007 by Matthew Roberts, the company set out to offer an alternative to the inadequate product disclosure, excessive commissions and high termination costs prevalent in the financial services environment.
Since then, Steward Capital has grown significantly and now offers the full range of financial planning services delivered by highly skilled and experienced financial planners.
Our name reflects what we believe to be our core responsibility - the Stewardship of our client’s wealth.
We’ve built our business on five pillars: trust and transparency, personalised client relationships, in-depth knowledge and expertise, exceptional service and retaining our status as an independent practice.
Our goal is to help our clients make informed, appropriate decisions about their money.
We strongly believe that an appropriate wealth plan is founded on a comprehensive understanding of an individuals’ needs, matched with the application of sound financial principles.
Our intellectual framework and commitment to extensive industry research, married with a skilled team and trusted network of providers, enable us to deliver relevant advice tailored to your requirements.
Matthew is the Managing Director of Steward Capital. The strong client relationships that Matthew has built are testament to his commitment to excellence and professional outcomes. Matthew is a Certified Financial Planner ®, holds an MBA (UCT) and has more than 25 years’ experience in the industry. Other than spending time with his family, Matthew is happiest on his boat out on the ocean.
Sharman is a director of Steward Capital and a Certified Financial Planner®. She has over 25 years’ experience in the financial planning industry having worked in South Africa and the UK. Her strong client relationships result from the quality of her work and understanding of clients’ needs. She brings a wealth of management experience to the business and in her spare time is very involved with her sons’ endeavours.
Wesley is a Certified Financial Planner ® and a director in the business. He believes in giving clear practical advice and is guided by his core beliefs in providing solutions for clients to realise their goals. Wesley enjoys running and golf. His time is currently taken up by his young family but no doubt will start training for another Comrades soon.
Our team’s in-depth industry knowledge and robust financial management frameworks help navigate the complex investment landscape, reducing your risk and securing your wealth through sound, tailored financial planning.Learn more about our services >