Services

At Stone Wealth Management, we provide objective independent advice to help you simplify your financial planning and create the life you want. We do this by engaging in sophisticated high level planning across all aspects of wealth management and retirement planning which will give you the highest probability of achieving your goals in the most tax efficient manner. Access to our services is via our talented wealth managers who are highly qualified, skilled and experienced. We focus on clients who have a minimum of R5,000,000 investible assets.

Retirement Planning

As retirement specialists, Stone Wealth Management provides high-level retirement planning solutions to our clients. We will, through the use of our world-class sophisticated financial planning and modelling tools, tailor-make a Financial Plan that includes a calculation of the retirement investment capital required to ensure that our clients achieve their goals and retire financially independent. We present a framework of their current financial circumstances and goals, which provides them with a clear perspective of their financial status enabling them to make informed decisions.

Financial Planning

An integral part of our financial planning process is the creation of bespoke Financial Plans for clients and their families. We follow the Financial Planning Institute in South Africa’s six-step Financial Planning Process. We mine deep to gain a thorough understanding of our client’s information and goals. Our Financial Plans have been developed through a disciplined financial planning process to ensure that our clients are provided with the highest probability of achieving their life and retirement goals. We are professional financial advisers who have the credentials and expertise to help clients make practical financial decisions and advise how best to manage their money and investments successfully. An important part of this process is the ongoing monitoring of their circumstances and investments. We regularly review and monitor their financial position and investments. 

Investment Planning

Building an Investment Strategy requires skill. The objective of an Investment strategy is to identify a client’s financial goals and objectives and employ the strategies required to match these goals to the investment solutions. This process is the core element of Financial Planning, whereby we address the client’s holistic needs in their different life stages. The investment solutions recommended are built and managed by highly skilled investment specialist fund management firms.

Tax Planning

Generating Income Tax, Capital Gains Tax, and Estate Duty savings is a critical part of our planning when building our client’s investment strategy. 

The tax-efficient allocation of investment vehicles forms an important part of our client’s overall Wealth Management and Financial Plans. 

Wealth Management

Stone Wealth Management takes a broad view of all their client’s available financial standings, whereby we glean information about the client’s wants in all segments of their life, taking into account their current and future needs.

Using our expertise and experience we tailor-make a personalised investment and estate planning strategy that incorporates a range of financial solutions and services to address the needs of our high net worth clients.

Estate & Succession Planning

We will assist you in creating a legacy plan that:


Ensures your family are equipped and fully informed after your death;

2
Minimises estate duty, capital gains tax, and executors fees both locally and globally. 

We offer a broad range of estate and succession planning solutions. These solutions, not only protect assets, but also allows families to transition wealth and assets from one generation to the next. 

The Steps in the Wealth
Management Process

1. Collect & Collate

Collect and collate your financial information and establishing realistic financial goals. We will assist you in framing realistic and objective financial goals.

2. Analyse

Analyse your circumstances to build a platform for decision-making. We will use sophisticated financial planning tools to develop and present a framework of your current financial circumstances and goals, which will provide you with a clear perspective of your financial status. This will enable you to make informed decisions.

3. Advise

Provide advice and make recommendations. This Wealth Management Plan records your financial goals and sets out in detail how these can be achieved. Our independent objective advice will encompass every aspect of your financial decision-making providing you with the necessary information and assistance to ensure complete peace of mind.

4. Implementation

Implement our advice and recommendations In order to realise your financial goals, your Wealth Management Plan must be correctly implemented. Our dedicated administration staff will ensure that all the investment recommendations accepted by you are implemented accurately and efficiently.

5. Monitor

Monitor and review your circumstances and the agreed strategy. Even the best Wealth Management Plan needs to be reviewed. Cognisance needs to be taken of unpredictable events, which may impact on your strategy. A process of annual reviews (or more often if required) ensures that your decisions remain relevant and appropriate.

The Steps in the Wealth
Management Process

1. Collect & Collate

Collect and collate your financial information and establishing realistic financial goals. We will assist you in framing realistic and objective financial goals.

2. Analyse

Analyse your circumstances to build a platform for decision-making. We will use sophisticated financial planning tools to develop and present a framework of your current financial circumstances and goals, which will provide you with a clear perspective of your financial status. This will enable you to make informed decisions.

3. Advise

Provide advice and make recommendations. This Wealth Management Plan records your financial goals and sets out in detail how these can be achieved. Our independent objective advice will encompass every aspect of your financial decision-making providing you with the necessary information and assistance to ensure complete peace of mind.

4. Implementation

Implement our advice and recommendations In order to realise your financial goals, your Wealth Management Plan must be correctly implemented. Our dedicated administration staff will ensure that all the investment recommendations accepted by you are implemented accurately and efficiently.

5. Monitor

Monitor and review your circumstances and the agreed strategy. Even the best Wealth Management Plan needs to be reviewed. Cognisance needs to be taken of unpredictable events, which may impact on your strategy. A process of annual reviews (or more often if required) ensures that your decisions remain relevant and appropriate.

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