Why Stone Wealth
As a family owned and operated business we are fully invested in our clients. We truly believe that our clients’ success is our own success.
Decades of Experience
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 of Private Wealth Management at Carnbrea & Co Limited, Paul’s vision to establish and operate his own boutique wealth management business was born.
We deliver personal service on an ongoing basis, ensuring positive outcomes, instilling trust and long term, mutually rewarding relationships for all our clients.
Building Lasting Relationships
We are privileged to have been growing wealth for our clients, and do not take this responsibility lightly.
We’re strong believers in building long-term mutually rewarding relationships with our clients based on trust, commitment to service and delivering positive outcomes. We are passionate about enhancing our client’s current situation to enable a more fulfilling future with greater flexibility, choice and financial freedom.
Bespoke Advice and Solutions
With the flexibility of being privately owned, as is our licencee Carnbrea, we have built strong relationships with many investment managers, product providers and research houses enabling us to source best-of-breed investment opportunities for our clients. This helps us to keep our solutions bespoke to our clients individual and varying needs.
Understanding Investments
It is our prerogative to ensure our clients fully understand what and where they are investing and to provide you with education as well as advice. We have access to a range of investor research to assist in forming our own house view and investment philosophy.
Specialist Advice and Tailored Solutions
When outlining your investment strategy, we take your personal situation, preferences and goals into consideration to ensure it is the most appropriate for your needs.
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