Stonehouse Group is a leading financial services provider in Australia, offering tailored financial solutions to individuals, businesses, and charitable organizations. With a strong emphasis on personalized advice, Stonehouse specializes in helping clients achieve their financial goals and secure their future through a comprehensive range of services, including investment planning, retirement savings optimization, and insurance coverage for life, disability, and critical illness.
Founded on principles of honesty, reliability, and integrity, Stonehouse has a rich heritage in financial planning, spanning over 50 years. The company’s investment philosophy is centered around understanding each client’s unique needs and objectives to recommend suitable financial strategies. As a privately owned and operated firm, Stonehouse ensures that its advisers provide unbiased recommendations, free from any influence from investment or insurance providers, to best serve the interests of their clients.
Stonehouse’s team of experienced advisers follows a structured six-step financial planning process with every client, focusing on setting realistic goals, designing tax-effective plans, and implementing wealth accumulation strategies tailored to individual circumstances. By offering a range of wealth protection solutions, including insurance advice and estate planning services, Stonehouse aims to safeguard clients’ assets and secure their financial future, even in the face of unexpected life events.