Intelligent tailored financial solutions designed to maximise and protect your wealth.

Intelligent tailored financial solutions designed to maximise and protect your wealth.

From the very beginning of our relationship with Stonehouse we have felt like a Stonehouse family member, every staff member is such a pleasure to deal with and they instil confidence in us.

We completely trust Andy and Nick with our financial welfare. They work alongside us as well as for us. Our current healthy financial position is directly due to their common sense advice and guidance and we can’t recommend Stonehouse highly enough.
David & June Congram
Seeking advice from Stonehouse Wealth Management has enabled us to feel comfortable with our financial circumstances.

We find a very pleasant atmosphere always with each member of staff and are confident of the excellent care we receive. We wish to express our appreciation to all and would have no hesitation in recommending this company
Helen O'Dea & Luke Flanagan, Retirees
Stonehouse has been extremely professional and helpful with all my financial circumstances including personal insurances for my whole family and business.

If it wasn’t for Stonehouse’s guidance, advice and support over the last 19 years, I am sure my business and personal finances would not be anywhere near to what they are today. I cannot speak highly enough of Stonehouse and my Adviser who has guided me financially, very successfully, over the past 19 years.
Lloyd Bell, Business Owner
From the very beginning of our relationship with Stonehouse we have felt like a Stonehouse family member, every staff member is such a pleasure to deal with and they instil confidence in us.

We completely trust Andy and Nick with our financial welfare. They work alongside us as well as for us. Our current healthy financial position is directly due to their common sense advice and guidance and we can’t recommend Stonehouse highly enough.
David & June Congram
Seeking advice from Stonehouse Wealth Management has enabled us to feel comfortable with our financial circumstances.

We find a very pleasant atmosphere always with each member of staff and are confident of the excellent care we receive. We wish to express our appreciation to all and would have no hesitation in recommending this company
Helen O'Dea & Luke Flanagan, Retirees
Stonehouse has been extremely professional and helpful with all my financial circumstances including personal insurances for my whole family and business.

If it wasn’t for Stonehouse’s guidance, advice and support over the last 19 years, I am sure my business and personal finances would not be anywhere near to what they are today. I cannot speak highly enough of Stonehouse and my Adviser who has guided me financially, very successfully, over the past 19 years.
Lloyd Bell, Business Owner

We invest in your future

Welcome to Stonehouse Wealth Management.

We provide intelligent, tailored financial solutions to help clients achieve their goals and create a secure financial future.

Our Investment Philosophy is founded on the following principles:

Key Services

Overall Financial Strategy and Planning

Realise your goals through tailored financial solutions

Superannuation, Including Self Managed Super Funds (SMSF's)

Ensure your retirement savings are maximised

Wealth Protection


Include life, disability and critical illness insurances

Stonehouse Services

Stonehouse specialises in providing quality financial advice to individuals, businesses and charitable organisations.

Prepare for tomorrow, make the most of today.

Latest News

View our latest newsletter and register to receive the latest financial and lifestyle articles.

Frequently Asked Questions

Good advice from an experienced, well-informed adviser can help people save money, protect against risk, manage debts, grow assets, reduce tax liabilities, plan for retirement, identify entitlements for government benefits, and plan what inheritance is to be left to the next generation. A financial adviser’s first responsibility is to the client, not to an employer, a product manufacturer, to him/herself or to anyone except the client.

When providing personal financial advice an adviser must take into account the individual client’s circumstances and goals. The advice may or may not involve the recommendation of a financial product. The role of a financial adviser is not to sell financial products.

Most people choose to see a financial adviser at significant turning points in their life. They may need a professional to help them consider their options and to understand financial products, tax laws or the benefit system. Once people find an adviser with whom they’re comfortable, a long-term relationship often develops with regular meetings to review changing needs.

People most often consult a financial planner when:

  • Starting work or changing jobs and looking at superannuation options
  • Getting married, or separating from a partner
  • Starting a family, and saving for education costs
  • Buying a house, or paying off the mortgage
  • Looking to invest for capital growth
  • Planning to retire
  • Inheriting money, receiving redundancy payments or other lump sum payments.

A financial planner sets out to understand each client’s different needs and financial objectives and to recommend an appropriate financial strategy.

There is an established six step financial planning process which our advisers follow with every new client:

  1. Gather financial information about the client
  2. Identify financial and lifestyle goals
  3. Identify any financial issues
  4. Prepare a financial plan
  5. Implement the plan
  6. Review and revise the plan at regular intervals, or when circumstances change.

The key to successful wealth accumulation is to set clearly defined and realistic goals and to then design a plan that will help you to achieve those goals.

Your financial adviser can help you design a tax effective plan and an asset allocation strategy that is tailored to your individual circumstances. This will take into account the length of time you will be investing and your willingness to accept volatility in your investments.

Should you need to accelerate your wealth accumulation plan, your Adviser can show you how to use a gearing (or “borrowing to invest”) strategy that does not add to your investment risk unnecessarily.

The actual amount of your savings or assets does not matter. The situation of each individual is unique and equally important. A Stonehouse Adviser will look at your situation and help you with a strategy that is best for you.

This is a type of investment that brings the assets of multiple investors into a single investment pool, with a common investment strategy or objective. The benefits of a managed investment are that you have access to professional management, lower costs through economies of scale and access to greater diversification.

Stonehouse is a privately owned and operated company. As no investment or insurance provider has any ownership or material interest in Stonehouse, you can be assured that our Advisers only recommend investments that are suited to you and your financial situation.

You can’t afford to leave your wealth unprotected. Your Stonehouse Adviser can help you steer your assets safely through difficult times.

Protecting your hard-earned assets through appropriate insurance is an integral part of the financial planning process. The trauma of death, accident or serious illness can be devastating for you, your family and your financial plan, especially if you’re in the wealth accumulation phase of your financial plan – that is, investing to build your wealth during your working life.

The right insurance advice can help you minimise risks, secure your family’s future and soften the financial blow of serious illness or injury. Your Adviser is able to analyse your insurance needs and recommend appropriate wealth protection solutions.

The same care and expertise your Adviser applies to planning your affairs during your lifetime extends to planning the transfer of your assets to your family and other beneficiaries when you die.

Your Adviser can work with you, your solicitor and/or an estate planning specialist to help you structure a tax-effective estate plan using testamentary trusts and other strategies to protect your assets from unnecessary taxation or the unwelcome claims of others.

By investing in an allocated annuity or pension your eligibility for social security benefits may be enhanced. There are two tests, which will determine if you are entitled to social security benefits:

  • Assets test – This takes into account the whole amount of your annuity/pension.
  • Income test – This may only take into consideration part of your annuity/pension payments.

Again the costs will be different for different individuals as their circumstances are unique. The two things to remember is that the first consultation is free with a Stonehouse Adviser and that before you act on our recommendations, you will understand fully the benefits and the costs.

Tony Phillips
Tony Phillips
Happy Client of Phoebe Mumbray
"I highly recommend Phoebe and the team at Stonehouse Group for friendly professional financial advice. As recent arrivals to Australia they set us on the right path from the start with fantastic results."
Mark
Mark
Happy Client of Andrew Stewart
"'With Andrew it is different, from the first phone call we knew this was a man who was going to have our backs' We had an idea, Andrew took that and turned it into something we never thought possible. From a long term strategic plan and highly tax effective outcome, Andrew explained the entire process (which was complicated) to us in a way that he wasn't happy until we fully understood every stage. We can communicate at any time with Andrew and he responds to our questions with speed and efficiency. We have no hesitation in our relationship and trust in Andrew to recommend his integrity and skills."
Simon
Simon
Happy Client of Martin Baker
"Martin's advice is always clear and easy to make decisions upon. My portfolio has never looked better and I'm very confident it's in great hands."
Nicholas
Nicholas
Happy client of Jeremy Chiel
"Jeremy has been a great help and always takes the time to answer questions and explain things we don't understand. Would highly recommend him as an advisor."
Gary
Gary
Happy Client of Declan Baker
"We have always found Declan to be very approachable, informative and totally professional in his knowledge, appearance and manner. He is always available to speak with us and takes time to explain in detail, aspects that we are not clear of. This is important to us. Declan has given us sound advice regarding our Superannuation, Tax Strategies and renewal of our Wills. This advice is ongoing and we are confident in his decisions. We have recommended Declan’s services to friends and family and he is now assisting those people. We would not hesitate to recommend Declan’s services to other people. Gary and Sharon"

Overall Financial Strategy and Planning

Our Advisers help to realise your goals through tailored financial solutions that maximise your financial potential while minimising the risk of doing so.

At Stonehouse we take time to understand your particular goals and objectives and ensure that your needs are reflected in our advice which is flexible in catering for your personal preferences.

Superannuation

Effective superannuation strategies are essential to achieving and maintaining a comfortable level of retirement. Stonehouse Advisers ensure your retirement savings are maximised through the use of intelligent strategies to boost contributions, increase tax effectiveness, preserve capital and assist in navigating the complex legislative framework.

Investment Advice and Management

Stonehouse is proud to offer tailored investment solutions for our clients.

We bring innovation together with intelligent portfolio management in order to protect and increase your wealth.

We are not directed or controlled by any third party institutions where this may be harder to achieve.

We prudently manage our clients’ assets to give assurance of a stable financial future.

To learn more about our investment philosoply click here.

Know where you stand – Wealth Report is a one-stop shop for understanding your financial situation

Project your future – Use Wealth Report’s industry-leading modelling to project your future.

Immediate response – Wealth Report delivers your personal report immediately.

Assess you goals – Explore multiple ‘What if’ scenarios for the years ahead.

Let us do the maths. With Wealth Report’s integrated approach, fill out your information once and we will apply all appropriate calculators to fit your life

Secure and private. We are unable to view your personal information unless you select the option to allow a qualified financial adviser from our team to view your data and contact you.

Jane Brown

Head Accountant

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