Our history

It is testament to our broader more caring style that many clients have consulted with us since the 1980s and 1990s.

The history of Stuart Carlyon

Susanna Stuart and Deborah Carlyon formed the practice when PricewaterhouseCoopers sold its financial planning division to a corporate buyer in 2004. Back then we saw a business model that was less about selling products and more about providing truly independent advice.

Susanna and Deborah are CERTIFIED FINANCIAL PLANNER (CFPCM) professionals and pictured a service that recognises that finance is a multi-faceted topic that requires a holistic approach. Our team are chosen for their experience in financial matters gathered from working in fields related to taxation, accounting, stockbroking, the money market, banking, and trustee services.

It is testament to our broader more caring style that many clients have consulted with Susanna and Deborah since the 1980s and 1990s.

What unites us is our shared set of values. Each of our advisers decided at some point in their respective careers to adopt a customer-driven approach to make a long-term difference to the clients’ wellbeing. The team at Stuart Carlyon all believe in putting the client first.

Our growth has been through referrals not only from satisfied clients but from other professionals including lawyers and accountants who stake their reputation every time they make a referral. From small beginnings, we now manage more than $300 million that clients have entrusted us with.

In April 2018 Stuart Carlyon welcomed Mark Patton as an owner and adviser; ensuring that our philosophy and approach will carry on into the future.

- Susanna Stuart

- Deborah Carlyon

- Mark Patton

Susanna Stuart and Deborah Carlyon photo together

Testimonials

You have looked after me and my modest investments very well and although the returns right now are pretty lousy, I do understand that over the years you have done miles better than I could have ever dreamed of myself.

- Yvonne Foreman
I have the highest opinion of Susanna's intelligence, competence and integrity and have transferred my portfolio with her when she has successively moved from previous 3 firms to her own consultancy practice.

- Professor WK Lacey
Once again thanks so much for your time this morning – we always come away feeling positive and on track for our retirement income.

- Chris and Kathy Hatton
Just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do. Thanks so much.

- Philip and Julie Thoreau
Just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do. Thanks so much.

- Philip and Julie Thoreau