We offer excellence
The standard and level of individual excellence we offer is rare,
but it defines the calibre of personal service and confidence we aspire
to provide each of our clients. Our focus, vision, and
passion are about the level of attention we afford each client, in
attaining financial goals.
but it defines the calibre of personal service and confidence we aspire
to provide each of our clients. Our focus, vision, and
passion are about the level of attention we afford each client, in
attaining financial goals.
LINDA STONIER, CFP®, FPSA ®
Director
LISA PRASCHMA, CFP®
Director / Wealth Manager
Admitted Attorney of the High Court,
B Soc Sci LLB,
Advanced Post-graduate Diploma in Financial Planning (Asset Types, Investment Instruments & Estate Planning),
Post-graduate Diploma in Financial Planning, CFP®,
LLM Masters Taxation,
Post-Graduate Diploma in Estate and Trust Administration, FPSA®.
B Soc Sci LLB,
Advanced Post-graduate Diploma in Financial Planning (Asset Types, Investment Instruments & Estate Planning),
Post-graduate Diploma in Financial Planning, CFP®,
LLM Masters Taxation,
Post-Graduate Diploma in Estate and Trust Administration, FPSA®.
BCom (Management & Economics),
Post-Graduate Diploma in Financial Planning, CFP®.
Post-Graduate Diploma in Financial Planning, CFP®.
Linda is the founding Director of Stone Wealth Management and head of the Advice Team. Linda started her career as an attorney in a large law firm in Pietermaritzburg and later joined Old Mutual (the largest life assurance company in SA) as a legal advisor. She joined Nedgroup Investments in 2000 as an Accounts Manager specialising in Offshore Investments. Coupled with her experience in practice, she has gained the knowledge required to provide specialist financial advice. Linda’s competence is confirmed by her qualification and appointment as a Certified Financial Planner. She then went on to obtain an Advanced Postgraduate Diploma in Financial Planning specialising in Asset Types and Investment Instruments as well as Estate Planning. Linda also obtained her Masters in Taxation in 2008.
Lisa has been a Director and Shareholder of Stone Wealth Management since 2009.
She oversees the general running of Stone Wealth Management, ensuring that all processes and procedures are in place. In addition, she is an active member of the Advice Team. She began her financial career working at Citibank in London, later joining Old Mutual International as an Off-shore Investment Specialist. She then joined Nedgroup Investments, in a managerial capacity, overseeing the KwaZulu-Natal, Eastern and Southern Cape regions.
Lisa has the financial IQ to deal with high-level financial requirements. Her every decision is based on extensive experience, research, expertise and an established belief system. Lisa strives to give clients the peace of mind to build a stable and successful financial portfolio.
She oversees the general running of Stone Wealth Management, ensuring that all processes and procedures are in place. In addition, she is an active member of the Advice Team. She began her financial career working at Citibank in London, later joining Old Mutual International as an Off-shore Investment Specialist. She then joined Nedgroup Investments, in a managerial capacity, overseeing the KwaZulu-Natal, Eastern and Southern Cape regions.
Lisa has the financial IQ to deal with high-level financial requirements. Her every decision is based on extensive experience, research, expertise and an established belief system. Lisa strives to give clients the peace of mind to build a stable and successful financial portfolio.
MATTHEW NOTHARD, CFP®
Wealth Manager
NICOLE EBLEY
Wealth Manager
B Com (Financial Management),
Post-Graduate Diploma in Financial Planning, CFP®
Post-Graduate Diploma in Financial Planning, CFP®
BCom (Finance & Economics) (Summa Cum Laude),
B Com Honours (Finance) (Summa Cum Laude),
Post-Graduate Diploma in Financial Planning, CFP®
B Com Honours (Finance) (Summa Cum Laude),
Post-Graduate Diploma in Financial Planning, CFP®
Matthew joined Stone Wealth Management in 2010 after graduating with a BCom (Financial Management) degree. He is a Wealth Manager who enjoys working with people and making a difference in their lives. Matthew enjoys the different aspects of financial planning, especially the problem solving that is required to provide the most appropriate solutions to different clients’ financial needs. His role is to ensure that clients’ financial choices are aligned with their goals and values.
Nicole is a senior Wealth Manager who is in charge of the Stone Wealth Management Paraplanning team. She has a Bachelor of Commerce Finance and Economics degree which she obtained Summa Cum Laude. Thereafter, she obtained a Bachelor of Commerce Honours degree in Finance, Summa Cum Laude. Her industry competence has been confirmed by her post graduate Diploma in Financial Planning, one of the highest qualification in the financial planning industry. Nicole is a golden key member and has been in the industry since 2010.
LINDA STONIER, CFP®, FPSA ®
Director
Admitted Attorney of the High Court,
B Soc Sci LLB,
Advanced Post-graduate Diploma in Financial Planning (Asset Types, Investment Instruments & Estate Planning),
Post-graduate Diploma in Financial Planning, CFP®,
LLM Masters Taxation,
Post-Graduate Diploma in Estate and Trust Administration, FPSA®.
B Soc Sci LLB,
Advanced Post-graduate Diploma in Financial Planning (Asset Types, Investment Instruments & Estate Planning),
Post-graduate Diploma in Financial Planning, CFP®,
LLM Masters Taxation,
Post-Graduate Diploma in Estate and Trust Administration, FPSA®.
Linda is the founding Director of Stone Wealth Management and head of the Advice Team. Linda started her career as an attorney in a large law firm in Pietermaritzburg and later joined Old Mutual (the largest life assurance company in SA) as a legal advisor. She joined Nedgroup Investments in 2000 as an Accounts Manager specialising in Offshore Investments. Coupled with her experience in practice, she has gained the knowledge required to provide specialist financial advice. Linda’s competence is confirmed by her qualification and appointment as a Certified Financial Planner. She then went on to obtain an Advanced Postgraduate Diploma in Financial Planning specialising in Asset Types and Investment Instruments as well as Estate Planning. Linda also obtained her Masters in Taxation in 2008.
LISA PRASCHMA, CFP®
Director / Wealth Manager
BCom (Management & Economics),
Post-Graduate Diploma in Financial Planning, CFP®.
Post-Graduate Diploma in Financial Planning, CFP®.
Lisa has been a Director and Shareholder of Stone Wealth Management since 2009.
She oversees the general running of Stone Wealth Management, ensuring that all processes and procedures are in place. In addition, she is an active member of the Advice Team. She began her financial career working at Citibank in London, later joining Old Mutual International as an Off-shore Investment Specialist. She then joined Nedgroup Investments, in a managerial capacity, overseeing the KwaZulu-Natal, Eastern and Southern Cape regions.
Lisa has the financial IQ to deal with high-level financial requirements. Her every decision is based on extensive experience, research, expertise and an established belief system. Lisa strives to give clients the peace of mind to build a stable and successful financial portfolio.
She oversees the general running of Stone Wealth Management, ensuring that all processes and procedures are in place. In addition, she is an active member of the Advice Team. She began her financial career working at Citibank in London, later joining Old Mutual International as an Off-shore Investment Specialist. She then joined Nedgroup Investments, in a managerial capacity, overseeing the KwaZulu-Natal, Eastern and Southern Cape regions.
Lisa has the financial IQ to deal with high-level financial requirements. Her every decision is based on extensive experience, research, expertise and an established belief system. Lisa strives to give clients the peace of mind to build a stable and successful financial portfolio.
MATTHEW NOTHARD, CFP®
Wealth Manager
B Com (Financial Management),
Post-Graduate Diploma in Financial Planning, CFP®
Post-Graduate Diploma in Financial Planning, CFP®
Matthew joined Stone Wealth Management in 2010 after graduating with a BCom (Financial Management) degree. He is a Wealth Manager who enjoys working with people and making a difference in their lives. Matthew enjoys the different aspects of financial planning, especially the problem solving that is required to provide the most appropriate solutions to different clients’ financial needs. His role is to ensure that clients’ financial choices are aligned with their goals and values.
NICOLE EBLEY
Wealth Manager
BCom (Finance & Economics) (Summa Cum Laude),
B Com Honours (Finance) (Summa Cum Laude),
Post-Graduate Diploma in Financial Planning, CFP®
B Com Honours (Finance) (Summa Cum Laude),
Post-Graduate Diploma in Financial Planning, CFP®
Nicole is a senior Wealth Manager who is in charge of the Stone Wealth Management Paraplanning team. She has a Bachelor of Commerce Finance and Economics degree which she obtained Summa Cum Laude. Thereafter, she obtained a Bachelor of Commerce Honours degree in Finance, Summa Cum Laude. Her industry competence has been confirmed by her post graduate Diploma in Financial Planning, one of the highest qualification in the financial planning industry. Nicole is a golden key member and has been in the industry since 2010.