We are a boutique financial advisory and mortgage broking firm that serves clients across Australia. Whether you are planning for your retirement, growing your wealth, or buying your dream home, we can help you achieve your financial goals with personalised and professional advice.
I just wanted to record this video just to express how grateful I am for Josh and the team at Value Wealth. They've been amazing in helping me with my super, helping me with retirement, my savings, and getting the best growth. They've been really good also with insurance, it's been really helpful.They're just really good at what they do and really helped me with tax and yeah, really reducing my tax, which was awesome. I've been referring them to many friends and family who also have had some really good outcomes. So yeah, thanks Josh and the team. You guys have been awesome.
I’m so glad that I’ve met someone as professional and concise in his delivery of information. I felt that I was really listened to. He then took that and set a plan which looks great and shows real promise. Very happy to have met him
We have had Joshua as our financial advisor for some time now. We are extremely happy with the financial guidance and goal setting he has provided us. We would recommend Josh to anyone as we feel his knowledge and the professionalism, he has displayed has made us feel comfortable and confident with any financial strategies and decisions he has provided us.
Josh was recommended to us by other friends, and I am delighted by his 'plain English' explanations and personal attention to my accounts. With the constant movement in the market and the rules governing super it gives me a great deal of comfort knowing he is constantly involved in my accounts and can respond quickly to market or industry changes.
Very knowledgeable with great advice has saved me a lot of money would recommend to anyone.
Josh is very easy to talk too and explains everything so you can understand it. When contacting Josh, he always gets back to you straight away if he is not available.
First time I searched for a Financial planner, waited till a year before I connected with Joshua Stewart. My concerns for my future were dealt with in a caring, professional manner. His knowledge of the industry was of extreme value and the advice given met my criteria to prepare for my retirement. I have no hesitation when recommending Joshua Stewart to new clients.
Joshua has given us advice in areas including loan products, super funds, budgeting, Wills, life insurance and investing in shares. Joshua is detailed in his explanations and is always willing to answer questions. Through Joshua's knowledge and experience, I feel very confident that the advice given was right for our needs. We would recommend Joshua to friends and family and appreciate his full care and attention when needed. Joshua has enabled us to feel confident about our financial future.
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The couple faced several financial challenges, including managing their current expenses, planning for retirement, and ensuring they had adequate insurance coverage. They needed a clear and actionable plan to address these issues and achieve their financial objectives.
The client faced several financial challenges, including high student loan debt, limited savings, and a lack of a clear financial plan. They needed guidance on how to manage their debt, build savings, and invest for the future.
Navigating the complexities of the real estate market can be a daunting task. This is where a local buyer's agent comes into play, offering invaluable expertise and guidance throughout the home buying process. This is where a local buyer's agent comes into play, offering invaluable expertise and guidance throughout the home buying process. By leveraging their in-depth knowledge of the local market, buyer’s agents can help clients make informed decisions, avoid common pitfalls, and ultimately secure the perfect property. Below are ten essential questions to consider when choosing a local buyer's agent, designed to help you understand their role, benefits, and how to select the right one for your needs.
An investment strategy is a documented plan that outlines how your SMSF will achieve its investment objectives while considering the fund's circumstances and the needs of its members. This strategy should guide your investment decisions and help ensure the fund is on track to meet its retirement goals.
A Self-Managed Super Fund (SMSF) offers an unparalleled level of control and flexibility for managing retirement savings. It is a type of superannuation fund in Australia that provides individuals with the ability to manage their own superannuation investments. Unlike retail or industry super funds, SMSFs offer complete control over investment decisions. This level of autonomy allows members to tailor their investment strategies to suit their personal financial goals and risk tolerance.
Managing an SMSF involves several responsibilities and regulatory requirements. Also, SMSFs offer a high degree of control and flexibility and come with significant responsibilities and risks.
While pure life insurance is straightforward, the other personal insurances may differ significantly from policy to policy. Definitions of diseases may vary. There may be a range of optional extras – some valuable, others more of a gimmick. With TPD insurance, you may have the choice of ‘own occupation’ or ‘any occupation’. Insurance companies vary in the speed with which they process claims, and beyond that is the question of which insurances should be held via a superannuation fund and which should be held directly.
Running a successful business requires not only dedication and hard work but also an astute understanding of financial management. An accountant can be a crucial ally in helping you navigate the complex world of business finances. These five key questions will ensure you are getting the most out of your business.
This article explores the various aspects of retirement, from redefining what it means to retire, to the importance of financial planning, and common misconceptions about the Age Pension. Practical tips on budgeting, investing, health, social connections, and adapting to unexpected challenges provide guidance for a secure and enjoyable retirement phase.
When you’re new to buying property, choosing a home loan can be overwhelming. There are dozens of different lenders out there all offering different types of mortgages. So, which is right for you? A mortgage broker can help you select the right home loan, based on your specific financial situation and goals. Here are some of the main options.
