We are guardians
of your wealth management
Since 2007, Stone Wealth Management, expert wealth managers, has established itself
as one of South Africa’s leading and most trusted privately owned
wealth management practices.
WHO ARE WE ?
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.
WHO ARE WE ?
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
WHO ARE WE?
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
WHO ARE WE?
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
MORE TESTIMONIALS
KNOWLEDGE CENTRE
Knowledge Centre
The Complexities of a Simple Will
Why worry about the simplicity of your two-page Will? Life is messy. People pass away out of order, beneficiaries may fall ill, and relationships can change. A one or two page Will rarely provides for these realities. When events don’t follow that tiny script,...
“This time it’s different” – Expensive Words
Many of you may be feeling anxious about the rising geopolitical tensions and the recent movement in oil prices. Our clients may recall back in 2020, at the height of the Covid-19 crisis, we shared a message encouraging them to zoom out, stay disciplined, and trust...
Newsletter Issue 58
Money Matters January 2026 Welcome to our First Newsletter of 2026. 2025 proved to be a stellar year for global equities, despite significant geopolitical tensions and tariff-related headwinds earlier in the year. The rand strengthened to a three-year high, and...