Our Range of Services
Here at Stone Wealth we deliver our personal services on an ongoing and timely basis. We aim to achieve positive outcomes instilling trust and long term mutually rewarding relationships with all our clients.
Wealth Management
Wealth management is at the heart of what we do. We understand wealth management means different things to different people. That’s why we deliver specialist advice, tailored investment solutions and strategies to meet your specific needs. Our services are flexible and ongoing as we understand life is full of surprises, ultimately designed to grow your wealth and secure your future.
Depending on a number of factors such as your stage of life, goals and objectives, tolerance to risk and investment experience, our wealth management advice strategy may incorporate:
- Construction of a Tailored Investment Portfolio
- Superannuation Investment and Contribution Strategies
- Self-Managed Superannuation Strategies
- Retirement Planning Strategies
- Geared Investments
Superannuation & SMSF
We have a deep understanding of the complexities of the superannuation landscape and provide guidance and insight to determine the most appropriate superannuation structure and strategy.
We are aware of the penalties and strict rules around superannuation which means that we can provide ongoing management and help you make the most out of your Super, including determining if a Self Managed Super Fund is the best option for you.
Retirement Strategies
At Stone Wealth we understand that retirement can be a challenging and sometimes confusing prospect. Our aim is to give our clients peace of mind and security knowing that they are being guided through the next chapter of their life. Although you may have retired your funds need to keep working for you. We aim to devise retirement strategies to meet your retirement goals and objectives in a simplistic and transparent manner.
Wealth Protection
Protecting your wealth is just as important as creating it. At Stone Wealth we can work collaboratively with you to implement a tailored wealth protection plan.
Loss of Income
In the unfortunate circumstance that you experience a loss of income stream due to, illness, injury, death or disablement, you can have peace of mind that your hard work is protected and your wealth creation strategy is not compromised.
Close Relationships
We work closely with specialists to ensure that we are on top of investment themes, trends, and global events. Simply call our team today to learn more.
Our Philanthropic Services
Philanthropic services is a big part of what we do at Stone Wealth.
For more than 20 years, we’ve been working with financially fortunate individuals and families in their pursuit to make a difference.
It’s this part of our business that makes what we do so rewarding. We work with:
- Charitable Foundations
- Charitable Estates
- Private Ancillary Funds
New to Philanthropy?
We can guide you through the best process for your social ambitions, whether you’ve been involved in charity for some time and want to start your own charitable fund, you want to leave a charitable legacy in your will, or are completely new and want to start your own philanthropic project.
Vast Experience
We have many years’ experience partnering with charitable and philanthropic funds providing trustee services, manage their granting processes, investment selection, structure and portfolio administration.
Creating a Better World
We work with many clients who genuinely want to create a better world and make a difference.
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