Investment Philosophy

Stonehouse offers tailored investment solutions for our clients. By bringing innovation together with intelligent portfolio management we aim to protect and increase our client’s wealth to provide assurance of a stable financial future.

Our investment methodology is founded on the following principles:

Diversification

Holding an astute mix of assets and strategies that have attractive risk and return characteristics and are sufficiently robust to withstand varying economic and market conditions.

Preservation of Capital

Aiming to limit losses during difficult market conditions via methods such as dynamic asset allocation and the use of alternative investments which are designed to take advantage of volatile or downward trends in markets. This is crucial to the method of generating and sustaining long term wealth.

Active Management

Regularly monitoring investments and actively reallocating portfolios from both an asset allocation and individual investment standpoint to help ensure optimal results and minimise the volatility associated with the common ‘index’ or ‘strategic’ approaches.

Value Based Investing

Constantly analyse asset class valuations to establish those that are under and over-valued relative to their ‘intrinsic value’. We aim to invest in assets that are cheap or, undervalued, and take profits or rebalance when markets become overvalued to help protect and preserve capital.

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Important Information

Stonehouse Financial Partners Pty Ltd holds an Australian Financial Services Licence (No. 520339), granted by the Australian Securities and Investments Commission (ASIC).

This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.

Brisbane

Address
Level 20, 110 Mary Street
Brisbane QLD 4000

Mailing Address
GPO Box 460
Brisbane QLD 4001

Contact
Tel (07) 3871 4944
Fax (07) 3871 4955

Operating Hours
Mon – Fri: 8:30am – 5pm
Sat – Sun: Closed

Sydney

Address
Level 7, 35 Spring Street
Bondi Junction NSW 2022

Mailing Address
PO Box 2196
Bondi Junction NSW 1355

Contact
Tel: (02) 9906 8566
Fax: (07) 3871 4955

Operating Hours
Mon – Fri: 9am – 5pm
Sat – Sun: Closed

Noosa

Address
Level 1, 224 David Low Way
Peregian Beach QLD 4573

Mailing Address
GPO Box 460
Brisbane QLD 4001

Contact
Tel: (07) 3871 4944
Fax: (07) 3871 4955

Operating Hours
Mon – Fri: 8:30am – 5pm
Sat – Sun: Closed

Gold Coast

Address
Suite 315E, Level 3
3 Oracle Boulevard, Broadbeach, Qld 4218

Mailing Address
GPO Box 460
Brisbane QLD 4001

Contact
Tel: (07) 3871 4944
Fax: (07) 3871 4955

Operating Hours
Mon – Fri: 9am – 5pm
Sat – Sun: Closed

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