While each client’s wealth creation plan is unique, there are a number of factors clients have in common – the need for trusted, honest, ethical, well-structured advice that consistently meets their needs.
Stanford Brown assists clients with a broad range of financial issues. While this often begins with arranging effective insurance or the management of investment portfolios, it also extends to all aspects of their financial lives. Our expertise lies in seeing the complete picture of our client’s life; their long-term goals, their financial situation, and their evolving life circumstances, to help them confidently plan for the future.
Private Wealth Division
Without a strategic approach to managing the risk of serious illness or death, the best financial plan can come unstuck in an instant. That’s why we build insurance protection into every financial plan.
Our Corporate Services program delivers genuine value and meaningful support to employees, providing highly attractive benefits that staff may otherwise not have access to.
Self Managed Super Funds
SMSFs have been the fastest growing segment of the finance industry, with more people taking control of their retirement savings. Whether you are starting out or have an existing SMSF, we can help.
Estate Planning considers your current and future assets and liabilities, financial objectives, insurance, superannuation and your family’s requirements to facilitate, protect and maximise the transfer of wealth.
CEO’s and executives tend to focus on the company’s financial future at the expense of making their own financial plans for the future. They also tend to seek advice only late in their career.
Some mortgage brokers offer other lending products such as car loans, personal loans and leasing – we don’t. Stanford Brown Home Loans is dedicated to offering the finest level of service to borrowers who need to borrow money against residential property.
A great retirement isn’t just about the money. Our focus is assisting you to build a plan around what you want to do, be, have, give, learn and create in this exciting phase of life.
We specialise in assisting, advising and executing philanthropic funding structures for individuals and families that have identified structured charitable support as a primary goal.
Stanford Brown is known for its commitment to client success, and we’re just as committed to giving back to the community.