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07 3871 4944
service@stonehousegroup.com.au
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07 3871 4944
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INTELLIGENT TAILORED FINANCIAL SOLUTIONS DESIGNED TO MAXIMISE AND PROTECT YOUR
WEALTH.
INTELLIGENT TAILORED FINANCIAL SOLUTIONS DESIGNED TO MAXIMISE AND PROTECT YOUR
WEALTH.
Schedule a Call
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
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
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 slide
Next slide
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
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
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 slide
Next slide
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:
DIVERSIFICATION
ACTIVE MANAGEMENT
PRESERVATION OF CAPITAL
VALUE BASED INVESTING
Learn more about our investment philosophy
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.
View all services
PREPARE FOR TOMORROW, MAKE THE MOST OF TODAY.
LATEST NEWS
MARKETS LOVE CERTAINTY, BUT WHAT HAPPENS NEXT?
27th August 2024
Financial markets can be like finely tuned racehorses, poised to gallop ahead
under ideal conditions but often highly reactive to…
STONEHOUSE NEWSLETTER - WINTER 2024
16th August 2024
In this issue: Stonehouse end of year celebrations Sarah Bridge – 20 year award
presentation Start the financial year strong…
ENJOY THE NOW AND SECURE YOUR FUTURE
5th August 2024
Managing your financial situation always involves tension between how you live
your life now and preparing for your future –…
STONEHOUSE NEWSLETTER - SPRING 2024
28th November 2024
In this issue: Financially Empowered Women Workshop Andrew Celebrates the
Brisbane Lions’ Win How Do Retirement Income Options Compare? Understanding…
THE BUY-FIRST OR SELL-FIRST DILEMMA
17th October 2024
Deciding whether to buy a new home before selling your current one or to sell
your home before buying a…
FROM BUDGETING TO BLISS: MANAGING MONEY MATTERS IN YOUR RELATIONSHIP
10th October 2024
Money sure can stir up a lot of emotions in relationships. From arguments over
who spent too much on takeout…
MARKETS LOVE CERTAINTY, BUT WHAT HAPPENS NEXT?
27th August 2024
Financial markets can be like finely tuned racehorses, poised to gallop ahead
under ideal conditions but often highly reactive to…
STONEHOUSE NEWSLETTER - WINTER 2024
16th August 2024
In this issue: Stonehouse end of year celebrations Sarah Bridge – 20 year award
presentation Start the financial year strong…
ENJOY THE NOW AND SECURE YOUR FUTURE
5th August 2024
Managing your financial situation always involves tension between how you live
your life now and preparing for your future –…
STONEHOUSE NEWSLETTER - SPRING 2024
28th November 2024
In this issue: Financially Empowered Women Workshop Andrew Celebrates the
Brisbane Lions’ Win How Do Retirement Income Options Compare? Understanding…
THE BUY-FIRST OR SELL-FIRST DILEMMA
17th October 2024
Deciding whether to buy a new home before selling your current one or to sell
your home before buying a…
FROM BUDGETING TO BLISS: MANAGING MONEY MATTERS IN YOUR RELATIONSHIP
10th October 2024
Money sure can stir up a lot of emotions in relationships. From arguments over
who spent too much on takeout…
MARKETS LOVE CERTAINTY, BUT WHAT HAPPENS NEXT?
27th August 2024
Financial markets can be like finely tuned racehorses, poised to gallop ahead
under ideal conditions but often highly reactive to…
STONEHOUSE NEWSLETTER - WINTER 2024
16th August 2024
In this issue: Stonehouse end of year celebrations Sarah Bridge – 20 year award
presentation Start the financial year strong…
ENJOY THE NOW AND SECURE YOUR FUTURE
5th August 2024
Managing your financial situation always involves tension between how you live
your life now and preparing for your future –…
* 1
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VIEW OUR LATEST NEWSLETTER AND REGISTER TO RECEIVE THE LATEST FINANCIAL AND
LIFESTYLE ARTICLES.
View Newsletter
Register Now
FREQUENTLY ASKED QUESTIONS
What is the role of a financial adviser?
Good advice from an experienced, well-informed adviser can help people save
money, protect against risk, manage debts, grow assets, reduce tax liabilities,
plan for retirement, identify entitlements for government benefits, and plan
what inheritance is to be left to the next generation. A financial adviser’s
first responsibility is to the client, not to an employer, a product
manufacturer, to him/herself or to anyone except the client.
When providing personal financial advice an adviser must take into account the
individual client’s circumstances and goals. The advice may or may not involve
the recommendation of a financial product. The role of a financial adviser is
not to sell financial products.
When is advice needed?
Most people choose to see a financial adviser at significant turning points in
their life. They may need a professional to help them consider their options and
to understand financial products, tax laws or the benefit system. Once people
find an adviser with whom they’re comfortable, a long-term relationship often
develops with regular meetings to review changing needs.
People most often consult a financial planner when:
* Starting work or changing jobs and looking at superannuation options
* Getting married, or separating from a partner
* Starting a family, and saving for education costs
* Buying a house, or paying off the mortgage
* Looking to invest for capital growth
* Planning to retire
* Inheriting money, receiving redundancy payments or other lump sum payments.
What does a financial adviser do?
A financial planner sets out to understand each client’s different needs and
financial objectives and to recommend an appropriate financial strategy.
There is an established six step financial planning process which our advisers
follow with every new client:
1. Gather financial information about the client
2. Identify financial and lifestyle goals
3. Identify any financial issues
4. Prepare a financial plan
5. Implement the plan
6. Review and revise the plan at regular intervals, or when circumstances
change.
How can I accumulate wealth?
The key to successful wealth accumulation is to set clearly defined and
realistic goals and to then design a plan that will help you to achieve those
goals.
Your financial adviser can help you design a tax effective plan and an asset
allocation strategy that is tailored to your individual circumstances. This will
take into account the length of time you will be investing and your willingness
to accept volatility in your investments.
Should you need to accelerate your wealth accumulation plan, your Adviser can
show you how to use a gearing (or “borrowing to invest”) strategy that does not
add to your investment risk unnecessarily.
How much money or assets do I need to see an adviser?
The actual amount of your savings or assets does not matter. The situation of
each individual is unique and equally important. A Stonehouse Adviser will look
at your situation and help you with a strategy that is best for you.
What is a managed investment?
This is a type of investment that brings the assets of multiple investors into a
single investment pool, with a common investment strategy or objective. The
benefits of a managed investment are that you have access to professional
management, lower costs through economies of scale and access to greater
diversification.
Stonehouse is a privately owned and operated company. As no investment or
insurance provider has any ownership or material interest in Stonehouse, you can
be assured that our Advisers only recommend investments that are suited to you
and your financial situation.
Why should I protect my assets?
You can’t afford to leave your wealth unprotected. Your Stonehouse Adviser can
help you steer your assets safely through difficult times.
Protecting your hard-earned assets through appropriate insurance is an integral
part of the financial planning process. The trauma of death, accident or serious
illness can be devastating for you, your family and your financial plan,
especially if you’re in the wealth accumulation phase of your financial plan –
that is, investing to build your wealth during your working life.
The right insurance advice can help you minimise risks, secure your family’s
future and soften the financial blow of serious illness or injury. Your Adviser
is able to analyse your insurance needs and recommend appropriate wealth
protection solutions.
The same care and expertise your Adviser applies to planning your affairs during
your lifetime extends to planning the transfer of your assets to your family and
other beneficiaries when you die.
Your Adviser can work with you, your solicitor and/or an estate planning
specialist to help you structure a tax-effective estate plan using testamentary
trusts and other strategies to protect your assets from unnecessary taxation or
the unwelcome claims of others.
How does investing in an allocated annuity or allocated pension affect my social
security benefits?
By investing in an allocated annuity or pension your eligibility for social
security benefits may be enhanced. There are two tests, which will determine if
you are entitled to social security benefits:
* Assets test – This takes into account the whole amount of your
annuity/pension.
* Income test – This may only take into consideration part of your
annuity/pension payments.
How much does it cost to see an adviser?
Again the costs will be different for different individuals as their
circumstances are unique. The two things to remember is that the first
consultation is free with a Stonehouse Adviser and that before you act on our
recommendations, you will understand fully the benefits and the costs.
Gary
Happy Client of Declan Baker
Read More
"We have always found Declan to be very approachable, informative and totally
professional in his knowledge, appearance and manner. He is always available to
speak with us and takes time to explain in detail, aspects that we are not clear
of. This is important to us. Declan has given us sound advice regarding our
Superannuation, Tax Strategies and renewal of our Wills. This advice is ongoing
and we are confident in his decisions. We have recommended Declan’s services to
friends and family and he is now assisting those people. We would not hesitate
to recommend Declan’s services to other people. Gary and Sharon"
Tony Phillips
Happy Client of Phoebe Mumbray
Read More
"I highly recommend Phoebe and the team at Stonehouse Group for friendly
professional financial advice. As recent arrivals to Australia they set us on
the right path from the start with fantastic results."
Mark
Happy Client of Andrew Stewart
Read More
"'With Andrew it is different, from the first phone call we knew this was a man
who was going to have our backs' We had an idea, Andrew took that and turned it
into something we never thought possible. From a long term strategic plan and
highly tax effective outcome, Andrew explained the entire process (which was
complicated) to us in a way that he wasn't happy until we fully understood every
stage. We can communicate at any time with Andrew and he responds to our
questions with speed and efficiency. We have no hesitation in our relationship
and trust in Andrew to recommend his integrity and skills."
Simon
Happy Client of Martin Baker
Read More
"Martin's advice is always clear and easy to make decisions upon. My portfolio
has never looked better and I'm very confident it's in great hands."
Nicholas
Happy client of Jeremy Chiel
Read More
"Jeremy has been a great help and always takes the time to answer questions and
explain things we don't understand. Would highly recommend him as an advisor."
Gary
Happy Client of Declan Baker
Read More
"We have always found Declan to be very approachable, informative and totally
professional in his knowledge, appearance and manner. He is always available to
speak with us and takes time to explain in detail, aspects that we are not clear
of. This is important to us. Declan has given us sound advice regarding our
Superannuation, Tax Strategies and renewal of our Wills. This advice is ongoing
and we are confident in his decisions. We have recommended Declan’s services to
friends and family and he is now assisting those people. We would not hesitate
to recommend Declan’s services to other people. Gary and Sharon"
Tony Phillips
Happy Client of Phoebe Mumbray
Read More
"I highly recommend Phoebe and the team at Stonehouse Group for friendly
professional financial advice. As recent arrivals to Australia they set us on
the right path from the start with fantastic results."
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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
Operating Hours
Mon – Fri: 8:30am – 5pm
Sat – Sun: Closed
SYDNEY
Address
Level 23, 520 Oxford Street
Bondi Junction NSW 2022
Mailing Address
PO Box 2196
Bondi Junction NSW 1355
Contact
Tel (07) 3871 4944
Operating Hours
Mon – Fri: 8:30am – 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
Operating Hours
Mon – Fri: 8:30am – 5pm
Sat – Sun: Closed
GOLD COAST
Address
Level 13, 50 Cavill Avenue
Surfers Paradise, QLD 4217
Mailing Address
GPO Box 460
Brisbane QLD 4001
Contact
Tel (07) 3871 4944
Operating Hours
Mon – Fri: 8:30am – 5pm
Sat – Sun: Closed
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