Stuart McDonald

True North Wealth

Platinum
15 Yrs Experience
Chatswood, NSW 2067
I provide my clients with ideas and solutions to help them make the most of their opportunities. I try to understand as much as possible about my clients’ situation - what they have, where they've been and what their dreams and aspirations are for the future. I then help develop a sound investment philosophy that'll enable them to reach financial independence sooner, provide funds when they're needed and give them options that might not otherwise be available - such as early retirement if that is their desire. I get to understand the financial situation of many different people. So there's a good chance I've already seen what has and hasn’t worked for someone in similar financial situation. I can use that knowledge and tailor it so you have clear options. That's my value proposition.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Flat dollar fees based on the complexity of advice

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.75
  • Number of reviews 15
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Postgraduate Diploma of Commerce
  • Language spoken
    • English

True North Wealth

Suite 3, Level 4, North Tower 1, 5 Railway Street
Chatswood, NSW 2067

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.75
15 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.75

"Stuart has been managing my superannuation and super. pension for many years. When he considers it appropriate to make slight changers and re twig the products the funds are in, he arranges an appointment to discuss the strategy with me and clearly explains the possible pros/cons of it. To date , i have been more than satisfied with the performance In addition we do have regular reviews, to discuss the performance of the funds, and if any of my needs have changed. Outside these, if/when I need to discuss a need to increase my pension or any concerns I have. Stuart makes himself available"

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fully confident with Stuart’s advise"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I see Stuart annually personally. He has always been flexible arranging the appointment. Stuart has always been well prepared with information regarding my super and investments n explains them to me in plain language. The areas which I needed advice and information on were picked in another question. During the years when I have needed clarification, There has always been an exceptable response time. I have been very ill and Stuart was always patient and caring with his approach during this difficult time often contacting my EPA with progress e.g. changing name of joint shares to my name following my husbands death. All this took up a lot of Stuart’s time n patience with me. I totally trust Stuart’s advice and feel relaxed that my retirement funds are in his hands. Ruth Duncan"

  • Superannuation
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a self funded retiree, Stuart has been managing my superannuation and financial matters for a number of years. He is able to explain investment matters in a way that an ordinary person can understand and can demonstrate through diagrams and graphs the benefit of changes that need to be made to some investments to maintain performance levels. I have always taken his advice and the benefits show in the performance of my portfolio."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Stuart has been managing my portfolio for the past seven years since I retired and sold my pharmacy business. I have been able to discuss my situation and preferences regarding my portfolio with Stuart and he has been very respectful in all dealings with me. Stuart makes himself available whenever I have any queries or require any assistance with my accounts. I am confident that Stuart keeps up to date with the market and is willing to impart his knowledge about the current financial situation at all times. I would be happy to recommend his services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Stuart has guided us through the minefield of superannuation rules and limits so that our asset allocation is the most effective it can be. Stuart has always made himself available to go over our concerns and questions. We have found him to be very personable and attentive to our needs."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart helped us when we badly needed advice when selling the family home to move to our retirement village. Stuart has always been available when we have contacted him regarding financial advice. In fact had Stuart not been available when an in-competent member of the Chatswood branch,closed my account in error after having had the account for 60 odd years I would have left the NAB. We feel very confident that Stuart will continue to advise us regarding our options when ever the need arises and we always feel that we have his full attention when attending meetings."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My wife and I have been regular clients of Stuart for over 5 years. We meet formally a minimum of once per year when our situation is thoroughly reviewed and a comprehensive summary and plan is prepared. At other times, Stuart is always available to assist with any matters arising from time to time. He is an affable person, always prepared to take as much time as possible to explain and assist."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Stuart has given me advice in the areas of superannuation, estate planning and careful investment planning. He explains things in a very careful way, excellent at drawing the various scenarios on the white board and puts up with my many questions. Through our relationship and numerous meetings I am extremely confident in his recommendations that meet my needs and longer term financial objectives. He also responds to my numerous requests and am very confident in recommending him to others."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart has been our adviser for over 6 years now and has been doing a wonderful job in managing our super funds and making sure we are secure in our retirement!"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Otago
Completed
2002

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Quantum Financial
Completed
2008

Postgraduate Diploma of Commerce

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of Otago
Completed
2004

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2008

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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