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
Estate Planning Challenges for Blended Families: Navigating the Complexities
Blended families, which often include stepchildren, biological children, and children from new marriages, present unique estate planning challenges. Without careful structuring, unintended consequences can arise. Ensuring fairness, preventing disputes, and protecting...
Warning – Recent incident Cyberfraud is evolving
Due to a recent attempted cyber fraud incident involving our client, we thought it would be valuable to revisit this important topic. Over the past few years, we have seen a growing number of attempted cyberfraud incidents involving our clients. With the rapid rise in...
Economic and Market Overview: Quarter 3, 2025
Market Review The table below provides a review of key domestic and international investment indicators for the past quarter, as well as over longer periods. International Market Commentary The third quarter of 2025 delivered broadly positive returns across global...