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
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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
Previous
Next

We invest in your future.

Welcome to Stonehouse. 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.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

We’re committed to your privacy. We may use this information you provide to us to contact you about our services. You may unsubscribe anytime.

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

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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