Why our clients choose us

Impartiality and independence

our clients know that they are getting unconflicted and best advice – always.

What does this mean?
Impartiality Independence
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Why our clients choose us

We are qualified
and experienced

Our clients know that they are dealing with competent, qualified wealth managers: Each member of the Stone Wealth Management advice team has a tertiary education and obtained their CFP® qualification. Certified Financial Planner ® is the highest qualification in financial planning - equivalent to an honours degree. It gives our clients peace of mind that the financial advice we provide is both technically accurate and given with absolute integrity.

Expertise
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Why does expertise matter?

Wouldn’t you want to know that the person who is guiding you in these decisions is highly qualified, skilled and competent?
In short, you want the expert; the specialist.

When getting your heart checked out, you’ll go to the cardiologist. For your teeth, the dentist. You choose the right specialist for each particular health issue. Why would your finances be any different?

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Why our Clients choose us >
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Why our clients choose us

They trust us

We believe that people choose to work with others based on how much they like and trust them. It’s not just the words we use, it’s what they see us do that earns their trust. At Stone Wealth Management, each touch point within our business earns us the trust of our clients and we work hard to ensure that their trust is never eroded.

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Why our clients choose us

“At Stone Wealth Management, we cultivate solid, long-term relationships founded on integrity and trust.”

LINDA STONIER

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Why our clients choose us

We get to know
each client

Just like a good doctor, ‘we diagnose before we prescribe’. Our team spends time listening, getting to know each client’s needs and desires. We then design a strategy plan with bespoke solutions that speak directly to their goals and dreams. This approach sets us apart from many firms that simply act as ‘product pushers’.
Clients often express the fact that SWM “get me”

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Why our clients choose us

We keep it simple

We help our clients to make sense of the numbers, by converting complicated concepts into jargon-free, plain language.

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Why our clients choose us

Our fee structure

We align our fee structure in the best interest of our clients – our advisers are never motivated by anything other than what is best for our clients. There is no fee bias as our fees are consistent irrespective of the investment vehicle recommended.

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Why our clients choose us

Our Solutions

We have access to the cutting edge local and global investment specialists.

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Why ‘Stone’?

In our name, the word stone represents the ideals and principles that are carried through our wealth management process.

Stone is concrete and solid; it represents foundations and strength. These are qualities our clients expect us to provide in the planning and advice we give them, in terms of their wealth creation and protection.

The lighthouse sits firmly on “stone” providing guidance and directions, qualities that are required for sound financial planning.

By following our process, our clients enjoy clarity of thought, informed decision- making and peace of mind. – similar to a ship’s captain who has the confidence to chart a course based on the confidence sight of lighthouse gives them.

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