We are highly skilled,
experienced and qualified
Investing your financial assets will be one of the biggest
decisions you make in your life. There are only a handful of
wealth managers who have the necessary financial IQ to deal
with high-level planning requirements which add value
across the spectrum of investment, tax, and estate planning.
We have a 99%
client retention rate
A retention rate that is practically unheard of in the financial industry,
that is achieved through relationships built on trust.
As a wealth management company we are united by a common vision, focus and passion for client-centred advice, built on a
‘10/10, nothing less’ philosophy.
WHAT WE DO
We are independent
Being independent means we are free from ownership or control by large banks, insurance or investment companies. With that, comes many investment advantages. We firmly believe that non-conflicting advice, as a result of our independence, will always be in the best interests of the client.
OUR INVESTMENT PHILOSOPHY
There has recently been an increase in the number of fraudulent communications being sent via WhatsApp related to Stone Wealth Management or other financial institutions. Please ignore any message that you receive from someone pretending to be a Stone Wealth Management representative, promising you overnight returns and asking you to deposit money into a personal bank account. This is a scam. Please read our fraud notice for more information.
FIND OUT MORE
We are different
We are different
Our objective is to get each client’s financial house
in perfect order (10/10) and to keep it that way.
WHY OUR CLIENTS CHOOSE US
It’s nice to have one place to come to
without feeling like a number. Linda has been our
financial adviser since 2009 and fully understands my
whole big picture. If anything were to happen to either of
us, I have complete peace of mind knowing my
family will be looked after.
SUE & BILL CUMMING
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