Being informed is the key to avoiding scams
16th April 2024
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
Being informed is the key to avoiding scams
While it seems we all like to think we are clever enough to outwit a scam, Australians collectively lost more…
Markets love certainty, but what happens next?
Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to…
New increased super contribution caps
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their…
Evidence-based ways to hold back the hands of time
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down…
Insurance is a sound investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated…
Understanding the new $3m super tax
The much debated tax on superannuation balances over $3 million is inching closer and those who may be affected should…