Stuart Howes

Intelligent Advice Financial Planning

Platinum
16 Yrs Experience
Shenton Park, WA 6008
Stuart Howes established Intelligent Advice Financial Planning after determining a desperate need for providing clients with high quality financial advice whilst ensuring that your needs are always put first. Providing advice that represents exceptional value for money and making decisions in your best interests is the only way we will gain your trust and the foundation of what this business is built upon. The success of this business is based around establishing, building and maintaining strong, long term relationships with our clients. This is further supported by the trust our existing clients have in referring their family, friends and colleagues to us.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 15
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Business (Finance and Management)
  • Language spoken
    • English

Intelligent Advice Financial Planning

Suite 6, 219 Onslow Road
Shenton Park, WA 6008

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.90
15 Reviews
5
4
3
2
1
4.85
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 15

Sort by

4.25

"Stuart is very approachable and catering to personal/family needs as well as ensuring financial goals are achievable and manageable for todays lifestyle as well as possible changes that could occur down the track. He has a caring approach when it comes to financial advise; which is a good trait to have."

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

"Prompt communication backed by exceptional product expertise. Highly recommend Stuart to those seeking quality financial advice, accurate and on point!"

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always get outstanding service from Stuart and introduced us to the right products that we need. Thank you Stuart."

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

"Stuart provided the expertise I could not find elsewhere. He took the time to explain options suitable to my lifestyle and ensured I understood the product I required in detail. Stuart dedicates to ensuring the best product outcome for his clients with no query being made to feel like a hassle. I would highly recommend Stuart to family and friends."

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

"Stuart Howes has shown a true guide to all my financial needs at all times and have found his information true and correct !!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Stuart to be very professional and provided very educated decision on my finance. Would definitely recommend him to others."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Since being referred to Stuart and enlisting his services, I have found his advice both insightful and profitable. He explains himself in a way that is easy to understand and I have a lot more visibility of my superannuation. Stuart also set me up with a number of insurance options to suit my lifestyle and the growth I'm receiving on my superannuation is a lot better than it was previously. I would recommend Stuart to friends and family alike."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Stuart Howes profile photo

Stuart Howes responded on November 2015

"Thanks Brad for the feedback. It is greatly appreciated"

5.00

"Stuart is so tentative to all your needs. He explain things very thoroughly and meets your needs. He is very helpful and very engaging. He is the 1st financial adviser that I would highly recommend to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart is always happy to have a chat about any topics of discussion I have. He is always very helpful. His investment decisions for my super has proven to beat averages every year. I recommend Stuart to all family and friends."

  • Insurance Protection
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Stuart makes my financial planning simple and effortless, his advice is helping to make a very bright future for my family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • 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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2006

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2014

Bachelor of Business (Finance and Management)

Level
7 - Bachelor Degree
Institution
Edith Cowan University (ECU)
Completed
2007

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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