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What I’ve always liked about Stonehouse is that they truly know our business. They’ve understood this and supported our vision but they’ve also given good advice in diversification.
They mirror many of our company ideals in that we celebrate loyalty and strong family values, not only internally but to our external associates and clients as well.Nic De Luca, Director of De Luca Corporation. -
Stonehouse has been extremely professional and helpful with all my financial circumstances including personal insurances for my whole family and business.Lloyd Bell, Business Owner.If it wasn’t for Stonehouse’s guidance, advice and support over the last 10 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 10 years.
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We have been with Stonehouse for over 10 years during which time there have been many life changing events for both of us which included the sale of both of our businesses.Our Adviser provided options for consideration in solving financial problems - these strategies included companies, family trusts and superannuation investments giving consideration to our personal and financial needs leading into retirement phase. The result being a simplified and manageable structure. We have found our Adviser to be refreshing in his positive attitude, competent and interested in our welfare at all times. The other members of the team are easy to approach, prompt in answering queries and we would highly recommend Stonehouse.Ron & Christine Maher, Retirees.
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We started our business ‘Redland Bay Roof Trusses’ in 1988 and were recommended to Stonehouse in 1993. Their advice over the following 22 years has been invaluable to us both as a business and in our personal life.Stonehouse’s strategic planning guidance was important to the development and growth of the business as well as the investments that they manage on our behalf. Their advice was also instrumental in the securing of our own business and manufacturing premises, then allowing us to move into succession planning with our business shareholders spanning two generations. We are now enjoying a financially secure and happy retirement.Alec and Glenda Parker.
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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 companyHelen O'Dea & Luke Flanagan, Retirees
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What I’ve always liked about Stonehouse is that they truly know our business. They’ve understood this and supported our vision but they’ve also given good advice in diversification.Nic De Luca, Director of De Luca Corporation.They mirror many of our company ideals in that we celebrate loyalty and strong family values, not only internally but to our external associates and clients as well.
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Stonehouse has been extremely professional and helpful with all my financial circumstances including personal insurances for my whole family and business.Lloyd Bell, Business Owner.If it wasn’t for Stonehouse’s guidance, advice and support over the last 10 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 10 years.
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We have been with Stonehouse for over 10 years during which time there have been many life changing events for both of us which included the sale of both of our businesses.Ron & Christine Maher, Retirees.Our Adviser provided options for consideration in solving financial problems - these strategies included companies, family trusts and superannuation investments giving consideration to our personal and financial needs leading into retirement phase. The result being a simplified and manageable structure. We have found our Adviser to be refreshing in his positive attitude, competent and interested in our welfare at all times. The other members of the team are easy to approach, prompt in answering queries and we would highly recommend Stonehouse.
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We started our business ‘Redland Bay Roof Trusses’ in 1988 and were recommended to Stonehouse in 1993. Their advice over the following 22 years has been invaluable to us both as a business and in our personal life.Alec and Glenda Parker.Stonehouse’s strategic planning guidance was important to the development and growth of the business as well as the investments that they manage on our behalf. Their advice was also instrumental in the securing of our own business and manufacturing premises, then allowing us to move into succession planning with our business shareholders spanning two generations. We are now enjoying a financially secure and happy retirement.
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Seeking advice from Stonehouse Wealth Management has enabled us to feel comfortable with our financial circumstances.Helen O'Dea & Luke Flanagan, RetireesWe 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
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:
Latest News
December was a terrible month for global equities, especially the US equity market (S&P 500)…
Key Services
Overall Financial Strategy and Planning
Realise your goals through tailored financial solutions
Superannuation including Self Managed Super Funds
Ensure your retirement savings are maximised
Wealth Protection
Including life, disability and critical illness insurances
Stonehouse Services
Stonehouse specialises in providing quality financial advice to individuals, businesses and charitable organisations.
View All ServicesYour Advisers
Our Advisers are professionally qualified, highly experienced
and properly authorised to advise on your financial and investment needs.
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Andrew Stewart
Senior Partner
An adaptable and conscientious Adviser, with almost three decades of industry experience.
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Michael Stewart
Senior Partner
A dedicated, enthusiastic and experienced Senior Adviser, with 20 years in financial services.
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Mark Stewart
Senior Partner
An intelligent, approachable, forward-thinking Adviser with over 15 years in the industry.
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Ben Hancock
Senior Partner
A strategic and forward thinking Financial Planner, with over 15 years experience.
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Jeremy Chiel
Partner, Adviser
A practical, astute and understanding Adviser, with 11 years experience in the industry.
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Kane Livingstone
Partner, Adviser
A clever, relationship-driven Adviser, with over 10 years’ experience in the financial services industry.
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Nick Webb
Partner, Adviser
An insightful, personable, and detail-oriented Financial Adviser with a proven track record in the financial services industry.
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Ric Baker
Partner, Adviser
Ric has been in the finance industry for over 13 years, he specialises in both credit and risk insurance advice, disciplines that are often intertwined.
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Steve Kellaway
Partner, Credit Adviser
A strategic and results-focused Credit Adviser with over 17 years’ financial services experience.
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Declan Baker
Financial Adviser
An applied, dedicated and understanding Adviser, with 6 years experience in the financial services industry.
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Jon Papinczak
Financial Adviser
A resourceful and caring adviser with a practical approach, Jon assists his clients in establishing effective plans to achieve their financial goals.
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Kevin Stewart
Senior Associate
A thorough, technically-minded Adviser with over 40 years experience in the industry.
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