Stuart Bartram

We found our dealings with Stuart to be of excellent standard. He was personable and very knowledgeable. We felt he understood our needs and wants and was able to add value to our planning process. We have already recommended him and the whole Empower wealth team to our friends. Keep up the great work guys and thank you

- Nigel O, VIC August 2024

Stuart is clearly a very knowledgable and analytical person which is exactly what's needed in this role. We found Stuart to be friendly and patient and he was able to answer all our questions in detail. He also worked on many scenarios to ensure we landed on something we were 100% happy with. We've already recommended Stuart to a couple of friends as we are really happy with the outcome we got so will continue to recommend Stuart to people moving forward.

- Belinda Shillcock, NSW July 2024

My partner and I was hoping to invest in property for a few month before engaged with EW. The plan really helped us to paint a better picture of the future and give us some assurance that we can achieve what we wanted when we know the direction and what to focus on. Stuart has been very patient with us as we have many questions and worries at the beginning, we appreciate the support and education that Stuart provided on the way. My partner and I was hoping to invest in property for a few month before engaged with EW. The plan really helped us to paint a better picture of the future and give us some assurance that we can achieve what we wanted when we know the direction and what to focus on. Stuart has been very patient with us as we have many questions and worries at the beginning, we appreciate the support and education that Stuart provided on the way.

- Chunyi Shi, NSW June 2024

We created our initial property portfolio plan with Stuart in early 2020, which was a great exercise and gave us a lot of insight and confidence in what we needed to do to reach our goals and build a financially secure future for our family. Since then, in 4 years' time including the COVID pandemic, a lot has changed and now was the right time for us to review our plan and goals. We reached out again to Stuart to help us with conducting a review and explore the option of buying a PPR as part of our future goals instead of continuing to rentvest. Initially we had 2 options in mind, but after Stuart did some initial number crunching with our Empower Wealth broker Mat, it became clear to us that neither of these options was viable from a financial or lifestyle perspective. This initial sense-check was very crucial in the process as it forced us to think better about what we really wanted to achieve, which resulted in a 3rd option which turned out to be much better for us, not only financially, but also from a current lifestyle perspective and it solved a few concerns in our investment portfolio at the same time. As part of the detailed simulation for option 3, we had also updated our financials as we were well ahead compared to the initial plan and decided to be a little less conservative for the revised plan. We are very happy with the end result, a revised plan that gives us the flexibility in the future to buy our PPR. Stuart was also kind enough to give us a rundown of the plan in the portal once it was available and give us some very practical tips to update the portal monthly to allow us to track our cashflow position against our new plan. Thank you once again Stuart for your help. We really appreciate your pragmatic and flexible approach to guide us through the revision process and create the transparency to allow us to make the right decisions. We are very happy with our new plan to reach our revised goals, which we can now also easily track through the portal. We would highly recommend people to review their property portfolio plan with Empower Wealth every 3-5 years to allow you to pressure-test your finances and goals and give you the confidence that you are on the right track.

- Nadia, NSW June 2024

Prior to engaging the Empower Wealth Team, my finances were fairly scattered. I didn't grow up in a household which spoke about finances often and therefore didn't appreciate the benefits of generating a long term financial plan as a baseline to follow. Part of my lacklustre approach was knowledge but the other part was a large over saturation of conflicting information that most professional industries suffer from these days. I'm happy to say that after engaging EW and more specifically Stuart from the EW Team, I am truly confident to manage the plan he has meticulously put together. By understanding not only the plan but the assumptions that underpin it, I am confident to not only stick to the plan but I also understand what the conditions look like which would dictate another review. Goals can change and that is especially true for long term goals with many moving parts like a 30 finance plan but distilling such a complex endeavour into a simple, effective and empowering plan is what EW does best. They have certainly earned their name and reputation.

- Coen Imoda, SA June 2024