Enjoy the now and secure your future
25th June 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
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future –…
What’s all the noise about loud budgeting?
Loud budgeting is a trend that may have started as a joke but is being embraced by those who want…
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the…
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is…
The art of refinancing
Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances…
Market movements & review video - May 2024
Stay up to date with what’s happened in markets and the Australian economy over the past month. As eyes turn…