Financial Planning With a Conscience.

Build a financial future you can be proud of.

What We Stand For

Our Mission

We empower Australians to take control of their financial future through clear, transparent and ethical financial planning services. We help every client invest with confidence and purpose, finding positive opportunities that align with their values.

Our Vision

To become a leading financial planning firm in Australia, recognised for integrity, innovation, and values-based investing. We aim to redefine the way personal finances and values work together to create a future that is sustainable for our clients and the planet.

Our Values

Integrity: Do the right thing, always
Transparency: Clear & upfront advice
Client First: Strategies shaped around your values
Ethical Focus: Invest with purpose
Excellence: High-quality, research-backed financial guidance

What Makes Positive Wealth Co Different?

Personal & Practical

With a client-first approach, we create a relaxed environment and focus on education, giving you clarity and confidence.

Ethical Expertise

We specialise in ethical and sustainable investment strategies, offering financial planning that aligns with your values.

Trust and Technology

A transparent fee-for-service model supported by cutting-edge financial technology to make planning and engagement easy.

Proven Experience, Positive Purpose.

Stewart has been in financial planning since 2007, leading teams and advising on areas like risk management while working with major institutions. He founded Positive Wealth Co to help people take control of their finances through clear, ethical, and sustainable strategies that make a real difference.

How We Can Help

Planning for Every Stage of Life

Wealth Creation

We design tailored financial planning strategies to help you grow wealth responsibly and in line with your values.

Superannuation

We maximise the potential of your super through clear advice and ethical wealth solutions.

Personal Insurance

We protect what matters most with insurance solutions that provide security and peace of mind.

Retirement Planning

We create retirement plans that give you confidence, clarity, and long-term financial security.

Aged Pension

We guide you through the aged pension process to ensure you receive your entitlements without stress.

Let’s Talk

Ready to Make a Difference With Your Money?

Insights & Updates

November 17, 2025

Mastering Your Money: The 50/30/20 Budget Rule

October 10, 2025

Economic Update October 2025

September 5, 2025

How to raise financially responsible children

August 10, 2025

Insurance Matters

Frequently Asked Questions

01. What makes Positive Wealth Co different from other financial planners?

We specialise in ethical wealth management, offering transparent financial planning services that align your money with your values and long-term goals.

02. Do you only provide ethical investment advice?

Ethical investing is a key focus, but we offer a full range of financial planning services including wealth creation, superannuation, personal insurance, retirement planning, and aged pension guidance.

03. How do your fees work?

Rather than deceptive commission models, we operate on a transparent fee-for-service structure, so you’ll always know exactly what you’re paying for, with no surprises.

04. Do I have to commit long-term?

Not at all – you can choose a one-off financial plan or an ongoing relationship with regular reviews, depending on your needs.

05. How do you choose ethical investments?

We carefully research and select investments that align with environmental, social, and governance (ESG) principles, ensuring your money supports responsible and sustainable outcomes.

06. Isn't financial advice only for the wealthy?

Absolutely not. Financial planning is for anyone who wants to make informed decisions about their money—whether you’re starting out, managing a household, saving for a goal, or preparing for retirement. Ethical and honest advice helps people at all income levels build a future they can be proud of.

Get in Touch & Let's Build a Plan With Purpose