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
Why the “Old Days” of Trust Administration are over — and why Trustees must now fear FIC, SARS, and yes… even the Master
The old excuse — “the Master’s Office is a mess, nobody’s checking” — won't protect you. For years, trust administration functioned in the shadows of formal compliance. In many cases trusts were registered and forgotten, personal bank accounts were used for...
Newsletter Issue 56
Money Matters July 2025 We live in an age of relentless information, headlines, opinions, and predictions, often conflicting and rarely clear. For discerning investors and trustees alike, the challenge isn’t staying informed; it’s cutting through the noise to focus on...
Economic and Market Overview: Quarter 2, 2025
International In the second quarter of 2025, global markets proved resilient in the face of significant volatility. Markets were rattled early in the quarter by escalating trade-war worries and a brief outbreak of direct hostilities between Iran and Israel, yet many...