Our Story
Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.
Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.
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A seemingly simple question, but finding credible answers isn’t easy. Stuart Fowler's journey to founding Fowler Drew in 2004 was driven by a personal quest for a wealth management firm that aligned with the principles he had embraced during his career as an institutional fund manager.
Stuart found himself searching for a firm that could invest his accumulated wealth using the ethical and quantitative methods he valued. Frustrated by the lack of options, he decided to create a firm that would not only manage his wealth according to these principles but also help others seeking similar solutions.
Inspired by his 2002 book, "No Monkey Business: What Investors Need to Know and Why," which highlighted the shortcomings of traditional investment services, Stuart established Fowler Drew to prioritise client interests over profits. The firm embodies a commitment to transparency, ethical practices, and goal-based investing, ensuring that every decision is made with the client's best interests at heart. Today, Fowler Drew stands as a trusted partner for individuals and families looking for responsible and effective wealth management solutions.
Our own systematic method that’s allowed us to retain 99% of clients over the last 20 years.
Use our free drawdown planner tool to give you idea on the power of goal-based investing. Once you've tried our tool you can then schedule a free consultation with our team to talk through your results and how we can help.
We start by going through your goals together. You decide what’s important to you and we’ll together work out how much you need to achieve your goals
We’ll build your model so you’re in the best position to achieve what you want regardless of what happens in the markets.
We’ll monitor markets and update your portfolio whenever required to ensure you remain on track
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The best plan is one that gives you confidence, knowing it’s designed to deliver what you need to live the life you want. It maximises the benefits you envision for your money while remaining realistic and achievable based on your resources and your comfort with risk.
Get Started >Find out how much you need to save to achieve the retirement outcomes you need and want. This will be based on an investment strategy designed and managed uniquely to deliver your planned outcomes.
Get Started >Perhaps you are spending too little, or too much. Are you taking too much or too little risk? How much would cost savings improve my outcomes? The Planner provides the answers you need to improve your drawdown plan.
Get Started >Comprehensive financial planning that aligns with your life goals. From retirement to education fee planning, we've got you covered.
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Testimonials
Carl
16,August
Carl
16,August
Carl
16,August
Carl
16,August
Carl
16,August
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