Nick Webb

Nick Webb
Director

An insightful, personable, and detail-oriented Financial Adviser with a proven track record in the financial services industry.

Having been scouted by Stonehouse as a bright prospect, Nick joined the business and enthusiastically embraced the challenge of developing his extensive technical skills to become a highly regarded Partner and leader of the Stonehouse business.

Aside from his extensive technical knowledge, Nick’s most important attributes are his exceptional interpersonal skills and ability to build trust and rapport with his diverse client base. He focuses on developing productive relationships with his clients and through meaningful dialogue, achieves a comprehensive understanding of their financial and lifestyle needs and goals. Nick is passionate about improving the financial lives of all Australian’s and takes great satisfaction in seeing his clients prosper both personally and financially.

Nick holds an array of tertiary qualifications from Queensland University of Technology (QUT), including a Master of Business Administration (MBA), a Master of Business (Applied Finance), a Bachelor of Business and a Diploma of Financial Services (Kaplan). In a quest to broaden his knowledge base and expertise, Nick has recently committed to a Bachelor of Laws (Honours) which he is enthusiastically pursuing.

In order to provide his clients with the best possible financial planning advice, Nick has also obtained the highly esteemed industry qualification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).

Outside of the workplace, Nick enjoys spending time with family and friends. The energy, enthusiasm and high level of discipline he demonstrates at a professional level are also evident in his leisure pursuits which include running, scuba diving and rugby union. Nick is also an avid golfer and is an active member of the Indooroopilly Golf Club.

Nick is available for appointments at our Brisbane CBD, Gold Coast and Noosa offices and also has options for online and phone appointments.

I was introduced to Stonehouse Wealth Management by my Mother and Stepfather. They had great faith in Stonehouse and couldn’t speak highly enough of them. Sadly my Stepfather passed away 7 years ago and my Mother, 5 years ago. Stonehouse were so supportive in both instances and in such a sad time, they really stepped up and eased the burden of taking control of the financial side of things, something which at the time I wasn’t capable of doing.

From this time on, my husband and I then became clients of Stonehouse ourselves, with Nick Webb as our Adviser. Nick is clearly on top of his game. The amount of money that Nick has made for us from his wise choices in investment portfolios, is beyond our wildest dreams. I don’t profess to be a guru when it comes to the share market, and Nick will always answer any questions that I have. If I email Nick, I will receive a response that day, if I call for Nick, I get to speak to him, he always makes himself available to his clients, in fact he makes you feel like you are his only client.

Another factor that we are extremely thankful to Nick for, is that he was able to find an insurance company that was prepared to insure my husband. We have recently found out that he has a hereditary disease. Many years ago we were unsure, and didn’t want to have the test. Without a test, most Insurance Companies will not provide you with insurance. Nick invested so much time and was so persistent and eventually found us an Insurer, which will now make an enormous difference to our lives.

I have recommended many friends to go and see Nick to help then secure their finances for their futures and I will continue to do so.

Thank you for everything Nick.

Sandy & Carmen Roberts,
Business Owner & Education Officer

27 years ago Andy Stewart Snr took David under his wing – like a father figure. He advised the need to set up long term financial security in the form of SMSF and relevant insurances to protect against misfortune and ensured that we understood what he was advising. We have always felt that Stonehouse has our best interests at heart first and foremost – from Andy Stewart Senior to now Andy Stewart and Nick Webb. They all possess the ability to blend professionalism and efficiency with caring and friendly service.

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