Your Trusted Partners in Wealth Management

Lead Partners Private Wealth

Welcome

At Lead Partners we take pride in providing a complete suite of financial solutions to help our clients live their best financial lives.

We provide full transparency to our clients on content and performance, and are proud to be considered a trusted partner in clients financial and personal lives.

Our services

We continually provide intelligent, tailored financial solutions designed to maximise and protect your wealth.

Our Difference

Explore How We Do Things Better

We do more than just provide financial advice. We work with our clients to plan the journey, navigate the obstacles, and help our clients reach their financial potential.

Our Team

Meet The Partners​

Michael Stewart

Senior Partner
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Mark Stewart

Senior Partner
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three steps to success

We Will Help You Every Step Of The Way

We are in this together, and will take you through our three step process to ensure the foundations are in place to build and customise your plan for success.

01

Learning about you

We take a deep dive so there is clarity on where we begin.

02

Pair you up with the Perfect Adviser

To plan your journey and navigate the path with you.

03

Invest Your Money

With complete transparency on content and performance.

Insights

we will assist you on Your Financial Path

Talk to an adviser today

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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