About Us
Stone Wealth is a proud family owned and operated business established by Mt Eliza locals, Paul and Prue Stone. With both having over 20 years of industry experience, Paul and Prue bring a wealth of knowledge and experience to the Mornington Peninsula and beyond. Having spent the past 11 years as Director- Private Wealth Management at Carnbrea & Co Limited, Paul’s vision to establish and operate his own boutique wealth management business was born.
Paul Stone, Managing Director
Paul is the founder and Managing Director of Stone Wealth and has over 20 years industry experience with his most recent role being the Director of Private Wealth at Carnbrea & Co. Over the years Paul has built and maintained trusted relationships with his clients, providing individually tailored wealth management solutions to high net wealth individuals and families, trusts, estates and foundations.
Paul is a Certified Financial Planner and member of the Financial Planning Association. The CFP mark requires rigorous ongoing annual education to remain at the peak of professional advice standards.
Paul is passionate about wealth management and delivering positive risk adjusted outcomes for his clients, enabling them to achieve their specific goals & objectives.
When not in the office Paul can be found coaching on the sidelines helping his three children fulfil their sporting and performing arts endeavours.
Prue Stone, Managing Director
Prue is the Co-Founder and Managing Partner of Stone Wealth and has more than 20 years of experience in the wealth and funds management industry. Prue understands the importance of communicating and servicing clients over the journey and is passionate about delivering this service. Over the years she has held Business Development roles with Challenger and Australian Unity working in their funds management division. She enjoyed meeting new advisors and analysing their respective business models and learning new skills along the way. Her first experience in wealth management dates back to 1997 in the midst of the tech boom where she joined Johnson Taylor and cut her teeth on the trading floor. This role sparked her interest in finance and drove her career in this industry.
More recently Prue found her niche in consulting to boutique wealth management firms on practice management efficiencies and business systems and processes. She has also relished her opportunities in the philanthropic space, supporting the Arts sector and working alongside people with disabilities and those less fortunate.
In her personal life, Prue is an active volunteer and sponsor in the local sporting community and an energetic member of her children’s school communities. She credits her own professional and personal success to not only hard work and a commitment to achieve but also to a loving and supporting family, including a dad who showed her the ropes and a mother who never let her forget that we get back what we put in.
Hannah Grossman, Client Service Manager
Originally from New Zealand, Hannah studied at the University of Otago obtaining a Bachelor of Commerce degree majoring in Business Management. For the past 18 years she has had experience working in the sharebroking and private wealth industry in executive assistant and advisor support roles.
Hannah previously worked with Paul for Carnbrea & Co. and after taking time to raise her young family, she has returned to help support Paul and Prue in the building of their business – Stone Wealth.
Hannah has strong interpersonal skills and the ability to relate to people in both a professional and informal setting. She enjoys helping clients on their path of seeking financial freedom which often ties in with the twists and turns that life presents us along the way.
In her personal life, Hannah is an active volunteer in her schooling community and volunteer of Mount Waverley Cricket Club and has recently been granted Australian Citizenship so she can be a true ANZAC.
Ali Stone, Executive Assistant
Ali is a dynamic and driven individual, eager to begin her professional journey in the finance world. Having recently graduated from high school with a focus on business management, Ali is excited to apply her academic knowledge and passion for the industry to her families’ wealth management business.
Inspired by her parents’ expertise in finance, Ali is motivated to continue their legacy and contribute to the growth of the family business. With a deep respect for the values of integrity, trust and excellence that her parents have instilled, Ali is committed to providing clients with exceptional communication and personalised service.
Ali has commenced a double degree of Bachelor of Professional Communication and Law at RMIT, with a strong enthusiasm for applying her academic insights to foster meaningful client relationships. She aims to enhance Stone Wealth’s approach by integrating innovative communication strategies and leveraging the latest technological advancements to strengthen client engagement and drive forward-thinking solutions.
Outside of her professional pursuits, Ali actively engages in the performing arts sector, volunteering her time to sing at various community events. Through these efforts, she is committed to giving back to her community and supporting local initiatives.
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