a wealth of expertise
Our History
At Lead Partners we value long term relationships built on trust. We add value to our clients lives, and are in a position with our skills and the knowledge to help immensely with their financial situations.
We strive to continually hold our clients’ best interests at heart, as opposed to when you’re walking into a corporately owned organisation.
Our advice is client centric, so people walk out with the very best outcomes for them, not for the corporate owner.
Many of our team members hail from the Stewart family business of Stonehouse, and we proudly maintain those strong family ethics within the Lead Partners business.
1971
1971 – Stewarts Assurances
Having a keen interest in finance, Kevin Stewart created Stewarts Assurances and began specialising in SMSF advice.
2001
2001 – Mawsons Group
Encouraging his sons to join the business, Stewarts Assurances then became licenced by Mawsons Group who were an independent financial advisory licence. This allowed the business to provide more formalised advice in the investment and insurance areas.
2005
2005 – Stonehouse Group
As the industry started to become more legislated Stewarts Assurances joined with another family business Strategic Aims to create the consolidated new brand Stonehouse Group. From there they obtained their own private Australian Financial Services Licence – Stonehouse Financial Services.
2020
2020 – Formation of Lead Partners Private Wealth
In early 2020 the two businesses under Stonehouse decided to seek separate private Australian Financial Services Licences.
Michael Stewart & Mark Stewart rebranded to Lead Partners Private Wealth to continue to provide focus on providing the best possible advice to their clients.
