Securing Your Financial Legacy

Expert Trust & Foundation Fund Management with over two decades of experience in protecting and growing your wealth through strategic investment solutions.

Our Investment Services

Comprehensive fund management solutions tailored for trusts and foundations, ensuring optimal returns while maintaining fiduciary responsibility.

Trust Fund Management

Professional administration and investment of trust assets with focus on long-term growth and capital preservation strategies.

Foundation Administration

Complete administrative services for charitable and private foundations, ensuring compliance and maximizing impact.

Investment Strategy

Customized investment approaches designed to meet specific objectives while managing risk and optimizing returns.

Asset Protection

Sophisticated structures and strategies to protect wealth from various risks while maintaining accessibility and growth potential.

Wealth Preservation

Multi-generational wealth planning strategies focused on preserving and transferring assets efficiently across generations.

Financial Planning

Comprehensive financial planning services that align investment strategies with long-term objectives and risk tolerance.

Our Investment Approach

A systematic and disciplined approach to fund management that has delivered consistent results for our clients over decades.

Strategic Assessment

Comprehensive analysis of objectives, risk tolerance, and time horizons to develop tailored investment strategies.

Portfolio Construction

Diversified portfolio design using institutional-grade investments and alternative assets for optimal risk-adjusted returns.

Active Management

Continuous monitoring and tactical adjustments to capitalize on market opportunities while managing downside risk.

Performance Review

Regular reporting and review meetings to ensure alignment with objectives and adapt to changing circumstances.

Key Performance Metrics

Average Annual Return 12.4%
Assets Under Management $2.8B
Client Retention Rate 96%
Years of Experience 0

Client Testimonial

"The Trustee has consistently delivered exceptional results for our foundation. Their professional approach and deep expertise have been invaluable."

— Margaret Richardson, Foundation Director

Professional Team
23+
Years Experience

Trusted Expertise Since 2001

The Trustee for Stewart St Unit Trust has been at the forefront of institutional fund management, specializing in trust and foundation administration for over two decades.

Fiduciary Excellence

Unwavering commitment to fiduciary duty and client interests

Institutional Quality

Professional-grade investment solutions and risk management

Regulatory Compliance

Full compliance with Australian financial regulations and standards

AFSL Licensed
ASIC Regulated
Industry Recognition

Get In Touch

Ready to discuss your investment needs? Contact our team to schedule a consultation and discover how we can help secure your financial future.

Contact Information

Office Address

156 Stewart Street
Bathurst, New South Wales 2795
Australia

Phone

+61 2 6078 2642

Email

williammelton@thetrustees.pro

Principal Contact

William Melton

Principal

Our Location

Bathurst, NSW

Send Us a Message