Josh Stewart

Value Planning

Gold
11 Yrs Experience
Belmont, NSW 2280
Here’s our story. We look forward to hearing yours. Value Planning Pty Limited (ABN 58 600 640 935) is a privately-owned company established by experienced financial adviser, Josh Stewart, who after years of working and Co-Directing a Stockbroking and Financial Planning office for a large company was unhappy with the way in which commissions were the primary focus for many working in the industry. Josh became a financial adviser to help others manage their money effectively for their benefit, rather than for his. With this in mind, Josh thought of ways in which he could work better for his clients, and so Value Planning was established. We genuinely care about our clients and we offer personalised service with more time and contact with clients to ensure shared understandings of our clients financial goals, objectives and progress.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Value Planning

6 Jacky Place
Belmont, NSW 2280

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

4.90
8 Reviews
5
4
3
2
1
4.85
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"I was originally referred to josh as i was seeking income protection and insurance. Since then he has not only helped me with that but in many other areas such as superannunation, managing income and longterm investment. I feel confident that with his knowledge and experience he can assist me in creating a successful financial future."

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

"Joshua has given us advice in areas including loan products, super funds, budgeting, Wills, life insurance and investing in shares. Joshua is detailed in his explanations and is always willing to answer questions. Through Joshua's knowledge and experience, I feel very confident that the advice given was right for our needs. We would recommend Joshua to friends and family and appreciate his full care and attention when needed. Joshua has enabled us to feel confident about our financial future."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Joshua Stewart First time I searched for a Financial planner,waited till a year before I connected with Joshua Stewart. My concerns for my future were dealt with in a caring , professional manner. His knowledge of the industry was of extreme value and the advice given met my criteria to prepare for my retirement . I have no hesitation when recommending Joshua Stewart to new clients.."

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

"Josh is very easy to talk too and explains everything so you can understand it. When contacting Josh he always gets back to you straight away if he is not available."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very knowledgeable with great advice has saved me a lot of money would recommend to anyone."

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

"Josh was recommended to us by other friends and I am delighted by his 'plain English' explanations and personal attention to my accounts. With the constant movement in the market and the rules governing super it gives me a great deal of comfort knowing he is constantly involved in my accounts and can respond quickly to market or industry changes."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have had Joshua as our financial advisor for some time now. We are extremely happy with the financial guidance and goal setting he has provided us. We would recommend Josh to anyone as we feel his knowledge and the professionalism he has displayed has made us feel comfortable and confident with any financial strategies and decisions he has provided us."

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Joshua has always been very helpful and goes out of his way to accommodate my needs and organise time to visit me at my convenience."

  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Margin Lending, Geared Investments and Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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