Advice and Guidance for your Family and your Family Office
| Telephone: +61 (0) 498 013 133
Independent in every way
Stewards FMG is an independently owned and independently licensed financial services company.
Stewards only gets paid by the people that we advise...our clients
Stewards doesn't don't receive any payments from any third party such as a bank, fund manager or insurance company. Stewards also doesn't receive any payments from other professionals when they refer a client to Stewards nor does Stewards pay them when they refer clients to the business.
The Principal
Matthew Lock
Vision
Our vision is to be the leading, independently owned wealth GRC advisory firm in Australia.
We will do this by working with and for trustees who are dedicated to protecting and preserving trust assets for the trust’s beneficiaries.
Why are we different ?
To the best of my knowledge, Stewards is among Australia’s first independent, full service financial services firm that specialises in wealth Governance and Estate Planning services.
Stewards' only source of income comes from the fees our clients pay for the services they receive.
The Principal
I have accumulated over 30 years licensed wealth advisory experience having held many senior management and advising positions within the financial services industry.
Specialisations
I have specialist skills in estate planning and a long history of advising clients build and preserve their wealth. I am a Certified Practising Accountant, an accredted Trust and Estate Practioner and I'm a certified member of the Governance Institute of Australia.