Toby Stewart

With 14 years experience in the wealth management industry, Toby recently made the move to become a financial adviser, currently completing his professional year. Having worked closely with a range of advice practitioners over this time, he's grown passionate about the life-changing impact good financial planning can have for anyone.

Toby's philosophy on financial advice:

"Financial advice means different things for different people. If I walked up to a random person on the street, and asked them "what does a financial adviser/planner do?", I would get a range of potential answers, including - stock broker, they sell insurance, they sell financial products, they tell you when you can retire, they invest money for people who already have a lot of money".

It's clear most people still don't have an understanding of what good financial advice can mean for them. It's not their fault. It's our fault - the advisers, industry participants and financial institutions haven't done enough to spread a clear message on what great financial planning is.

Whether you've got millions, think you've already got a fantastic grasp on your investments/finances, or are just starting to plan for your financial future, there's always a way great financial advice can improve your outcome.

Outside of work, Toby has a love of:

Snowboarding, Golf, Rugby and Constant Learning to be the best financial adviser he can be...

But most importantly, his young family.