Our Philosophy

To obtain the best possible return on investments for our clients; whilst at the same time protect them from the ravages of inflation and taxation thus preserving those assets to ensure long term security. Financial planning is not a destination it really is a life time journey and help with legal, accounting, tax and investment skills is required if one is to insure that all aspests are covered satisfactorily.

My Protection Plan

We do not hesitate to insure our car, house and other valuable possessions. However, we often neglect to insure ourselves and our partners. At certain stages in life, insuring yourself and your partner is very important. It is comforting to know that you can ensure your family’s current standard of living or your business to be maintained if something happens to you.

Business Insurance Presentaion.

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This presentation has been prepared to provide you with general information only and is not intended to be relied upon as advice.
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In preparing this information, we did not take into account the objectives, financial situation or needs of any particular person.
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It is important that you seek professional advice before making a financial product decision or alter your financial circumstances. By seeking assistance from a financial planner, your objectives and financial situation can be analysed to determine the appropriateness of the information contained within this presentation.
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This presentation is based on our understanding of current legislation. Legislation may change and this may affect the accuracy of this information and it’s relevance to your personal/financial situation.
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Whilst every effort has been made to provide accurate and complete information, AXA Licensees do not give any warranty as to the accuracy, reliability or completeness of the information contained in this presentation or relevance to your personal and financial situation.
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To the maximum extent permitted by law, AXA Licensees, its employees, authorised representatives or any other person do not accept any liability for any error or omission in this presentation or for any resulting loss or damage suffered by you or any other person.

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R.D. Stewart & Associates: Unit 3, 19 corner of Mumford & Bendsten Place, Balcatta, Perth Western Australia 6021 | Phone: (08) 9240 5777 | Fax: (08) 9340 5444. R.D. Stewart & Associates are Advisers are Authorised Representatives of AXA Financial Planning Ltd.AXA Financial Planning ABN 21 005 799 977 Australian Financial Services Licensee, Licence No. 234663Registered Office: Level 9, 750 Collins Street Docklands Vic 3008. AXA Financial Planning is a Principal Member of the Financial Planning Association