Wealth management advice from the team at Stone Wealth.

Our History

From humble beginnings, Paul and Prue’s financial advice careers began in the late 90’s when they joined Prue’s family financial advice business in Melbourne’s eastern suburbs. This opportunity taught them the importance of placing the client’s best interests first, always ‘going the extra mile’ and great customer care.

Over the following decade they broadened their skill set through further education and worked alongside industry leaders, honing their skills.  In 2008 Paul was offered the role of Associate Director at boutique wealth management firm, Carnbrea & Co Limited and this is where he found his niche.

Bring forward 12 years and three children later they have fulfilled their dream of owning their own wealth management business with the establishment of Stone Wealth along with the valued support and backing of former employer and now licencee, Carnbrea & Co Limited.

Wealth management advice from the team at Stone Wealth.

Measuring Success

Our success is measured over time through the longevity of our relationships, driven by the ability to connect with our clients and deliver a high quality, personalised advice service

Wealth management advice from the team at Stone Wealth.

Our Role

Our role as wealth managers is to help you make the right decisions – to take you from where you are today to where you want to be in the future.  Our goal is to build long-term trusted relationships to assist you in achieving your financial and lifestyle goals.

Wealth management advice from the team at Stone Wealth.

Wealth Management

Portfolios, superannuation, retirement and wealth protection.

Wealth management advice from the team at Stone Wealth.

Philanthropic Services

Assisting you with your Philanthropic Endeavours

Wealth management advice from the team at Stone Wealth.

Call us to discuss your financial plans today on 03 8725 9998

Paul Stone Authorised Representative (000260843)
Stone Wealth Pty Ltd. Corporate Authorised Representative (001276106) of
Carnbrea & Co. Limited AFSL No. 233763 ABN 33 004 739 655

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