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 4.80
  • 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