Lead Partners Private Wealth | Businesses

Lead Partners Private Wealth

Phone: +61 7 3118 5515

Address: 420 Milton Road 4066

Website: https://leadpartnerspw.com.au

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24.01.2022 We would like to welcome existing clients and followers to our new Facebook page. To our clients, we take our responsibility as your trusted financial advisers very seriously. Over the years, our goal to provide the best possible strategies, advice and service has always been at front of mind. For many of you, we have enjoyed being part of your personal and financial journey and take great pride in the relationships and achievements we have built together. The Stewart family ...legacy is to always act as your confidante, to partner with you and lead you through the myriad of financial decisions that are as unique as the individuals, professionals, families and business units you represent. We have taken the next step in evolving our business to enable full focus on your unique requirements, to create value through carefully considered ongoing advice to assist you in achieving your goals and aspirations. With this new focus comes our new brand, Lead Partners Private Wealth. With your understanding, continued support, we look forward to leading you through what lies ahead in this complex and ever-changing world.

24.01.2022 Long term clients of Mark Stewart, Wal & Margaret Bodetti stopped by the office recently for a review meeting and a general chat over a good cup of coffee. Mark is thankful for his client relationships and takes great joy in seeing their wants and needs (including a new car shown here!) being fulfilled. Happy holidays to all of our clients.

23.01.2022 From July 1, changes came into effect allowing you to work longer and continue contributing to your superannuation. The following article outlines the changes to the superannuation work test.

22.01.2022 From our family to yours. Wishing you a safe and relaxing Easter break!

22.01.2022 With Spring comes longer days and more sunshine. It's a perfect time to clear out the old and look forward to the oncoming season. Here are 5 tips to get your financial cleaning started; 1. Review your insurance policies. Are your levels of cover still appropriate? 2. Update your binding death nomination within your super. 3. Review your Will as your circumstances may have changed.... 4. Is your investment risk profile still appropriate? 5. Start investing towards your goals We can assist you to review your financial situation, making sure it is appropriate for your current circumstances and goals.

22.01.2022 As 2021 gets underway, we hope you and your families enjoy a safe, happy and prosperous year ahead. While we are not out of the woods yet, there is cause for optimism. It’s always difficult to predict the future, but it’s safe to say nobody foresaw what was in store for Australia and the world in 2020. In our latest article, we review the year that was and look forward to brighter days ahead. ... #financialplanning #investing #retirementplanning #markets https://leadpartnerspw.com.au/general/2020-year-in-review/

22.01.2022 It’s the race that stops a nation! We'd like to wish everyone the best of luck today.

19.01.2022 Continuing with the theme of thanking our loyal clients. Michael is pictured with Alec and Glenda who have been clients since 1991! When asked why they continue to engage our services after 29 years they said 'Throughout our relationship Michael and the team have developed innovative strategies, which we are now enjoying benefits of in retirement. He has been trustworthy, honest and it just keeps getting better and better."

18.01.2022 Michael is pictured with another one of our long term clients, Betty. Betty has trusted in Michael's advice for over 20 years and is very thankful for the great care he has taken of her portfolio over this time. She has full confidence in his handling of all of her financial matters and not had a moments disappointment. #clientappreciation #financialplanning #retirement

15.01.2022 Happy Leadiversary Darren! We are today celebrating our longest standing Paraplanner Darren Lees as he ‘ticks over’ 9 years of devotion to our business and of course clients. Many of you would know Darren for his ever growing beard but what you may not know from the man behind the scenes is that his dedication and attention to detail is what contributes to the success of our business. ... Thank you Darren and we look forward to celebrating future milestones with you.

14.01.2022 Everyone's financial paths are different. Where does your path lead?

14.01.2022 It's always a pleasure to see our long standing clients. Bob & Beth have been loyal clients since 2003 & when asked what they value most about our relationship they said They admire Michael’s honesty & professionalism along with his great advice."

14.01.2022 Happy Leadiversary to our Associate Adviser Lindsey! Lindsey joined our team in a new role and has had to navigate through all the challenges we have thrown her way. Her ability to find ways to make things more efficient and overall dedication to our business has made her such a valued member of our team.

13.01.2022 Wishing Maddison well as she finishes up from Lead Partners today. We will miss her bubbly personality and all round good nature throughout the office. All the best with your future endeavours!

13.01.2022 Happy International Womens Day! Here's to strong women. May we know them, may we be them, may we raise them The ladies at Lead Partners celebrated Amy’s final day before maternity leave with a breakfast together.

12.01.2022 As we look towards the end of financial year, do you have unused superannuation caps you can take advantage of this financial year? Carrying forward super contributions is one way to boost your superannuation balance, speak to us today to see if you're eligible.

11.01.2022 Wow 2020 what a roller coaster of a year! Regardless of the unusual year we have all experienced I hope that in some way shape or form it was successful for you. A year that challenged certain things we took for granted. A year that unfortunately took a number of my clients lives which is never easy and something I take very personally as we consider our clients as family. On reflection from a business perspective it was certainly a year of change mainly with our name but a...lso from a legislative perspective as well. Thank you for adopting to the changes so well, taking the time to partner with us, engaging with us on an ongoing basis and of course in-trusting us with handling your financial advisory matters. From my family to yours I can’t thank you enough for your ongoing support. Also from the entire team we want to wish you a happy, healthy and prosperous new year. Bring on 2021. Recent family picture of us unwinding for the year as we travelled up north to enjoy some sun, sand, crystal clear water and hotel service.

11.01.2022 Everyone has a different savings goal. What’s yours?

10.01.2022 Paying tribute to all mothers today - past, present, mothers-to-be, and those lost but forever remembered. Here are the team’s thoughts on Mother's Day...

09.01.2022 After joining our team over 12 months ago, Brendon has added a level of expertise to our paraplanning team along with providing holistic advice and support to his clients. We thought we would share a little bit more about Brendon below: Why did you become a financial adviser? My family owned a financial planning business so I basically grew up in the industry. While this didn’t necessarily mean that I would become a financial adviser, it did get me interested. What really dr...ove me to become an adviser was seeing what a difference good financial advice can make to someones life over the long term. What do you enjoy most about your role? I really enjoy looking for ways that we can develop and enhance a strategy for a client to use. Whether that be an adjustment to investments to generate wealth, a change to a strategy to reduce the tax someone pays or establishing personal insurance to ensure a client is protected in the way they need. What keeps you motivated? More than anything, feedback from clients. When I have clients thank me for what we have achieved together or for helping them navigate a complex situation, it makes all the hard work worth it.

08.01.2022 To all the footy lovers... Who's looking forward to a BIG weekend of finals action, including the first ever AFL grand final hosted in Brisbane?!

07.01.2022 Is it time to review your SMSF structure? It is important to consider which type of Trustee is appropriate, not just when you establish your SMSF but also as you manage your retirement wealth moving forward. Speak to us today if you would like to discuss which SMSF structure best suits your circumstances.

07.01.2022 Today we celebrate Brendon's one year anniversary with us. We asked what he thought about this milestone and he said that he loves working with the Lead Partners clients and looks forward to doing so for many years to come. Congratulations Brendon!

07.01.2022 As we welcome back face-to-face client meetings, keep an eye out for our new signage.

06.01.2022 Our office will be closed on Monday the 11th of January 2021. We will re open on Tuesday the 12th & we hope you are all staying safe during the Greater Brisbane lockdown.

06.01.2022 We hope your Halloween is all treats and no tricksenjoy the candy and festivities!

04.01.2022 "They shall grow not old, as we that are left grow old; Age shall not weary them, nor the years condemn. At the going down of the sun and in the morning We will remember them." Lest we forget.

03.01.2022 After postponing the Federal Budget until October due to COVID, the government released a budget update on July 23 which gave an insight into the economic impact of the health crisis. Our short video provides an update on key economic indicators, the latest cash rate announcement and property movements from last month.

03.01.2022 The nature of retirement has changed. It is no longer a fixed point in time when you leave the workforce. For many, retirement is now a continuum whereby you reduce your working hours. If you are thinking about transitioning to retirement, give us a call to discuss how you can manage your finances and maintain your lifestyle. #retirementliving #financialfreedom #transitiontoretirement

03.01.2022 Our February update video also takes you through key economic indicators so you can understand how the Australian economy is faring as we recover from the COVID-19 induced recession of 2020.

03.01.2022 From our family to yours, we wish everyone a very Merry Christmas! We hope your day is filled with happiness, lots of good food and spent making memories with your loved ones.

02.01.2022 Happy Leadiversary Amy! We are today celebrating Amy Tickle as she 'ticks over' 3 years of service managing our SMSF Advisory business. Although even more celebrations are in store as Amy is also pregnant and will soon commence some maternity leave. We look forward to welcoming baby Tickle into the world over the coming months and I am sure we will share a picture with you all when baby arrives.... Thank you Amy and we look forward to celebrating future milestones with you.

01.01.2022 The show must go on! Like many of you, video conferencing has suddenly become part of our lives in 2020. Although our preference is still to meet face to face, we have not let location or social distancing restrictions stop us in this Covid-era. A big thank you to our clients for being so adaptive, including Yvvone. If not for video conferencing she wouldn't have been able to make her annual meeting, something that she has not missed since 2007! #loyalclients #clientappreciation #financialrelationships

01.01.2022 Wishing all our dads, past, present and soon to be, a very Happy Father’s Day! We wanted to share a picture of Michael with his youngest daughter Billie, who will be spending father’s day with all 5 of his children. Being a dad may not always be easy but his hard work and dedication sets a great example for his children and they are always on hand to give him a big hug at the end of the day.

01.01.2022 Continuing with the theme of thanking our longstanding clients, this one has to take the cake! Michael is pictured with Lidia whom has been a loyal client since 1975. A relationship that was first formed soon after Michael's father first commenced his own business. When asked why Lidia continues to engage our services after 45 years she said 'due to the confidence I have in their honest and expert advice'.... #loyalclients #clientappreciation #financialrelationships