stonewealth

20/01/2026

A new year doesn’t magically change everything — but it does give us something valuable: a clean edge.

A moment to pause, reset, and decide how we want to move forward.

2026 is here. The calendar has turned, the noise of the holidays is fading, and there’s a subtle but powerful shift in the air. A new year doesn’t magically change everything — but it does give us something valuable: a clean edge. A moment to pause, reset, and decide how we want to move forwar...

06/01/2026

For decades, retirement has been framed as a milestone tied to age. Retirement is not about reaching a specific birthday. It’s about reaching a point where your finances give you choice.

For decades, retirement has been framed as a milestone tied to age. Sixty-seven has become a default finish line — the point at which work stops and “retirement” begins. But this traditional view no longer reflects reality. Retirement is not about reaching a specific birthday. It’s about rea...

26/11/2025

While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market,” often leads to missed opportunities and poor financial outcomes.

Instead, adopting a disciplined strategy of “time in the market” tends to provide superior long-term results.

Share market volatility is a natural and inevitable aspect of investing. While market fluctuations can cause anxiety among investors, attempting to predict short-term market movements, known as “timing the market, ” often leads to missed opportunities and poor financial outcomes. Instead, adopti...

06/11/2025

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your life.

Financial planning is more than numbers, spreadsheets, and investment returns — it’s about people. It begins with a conversation about your goals, dreams, and challenges, and often grows into one of the most trusted partnerships in your life. A skilled financial planner doesn’t just manage you...

22/09/2025

More investors are seeking to align their portfolios with their personal values, ensuring that their money not only generates financial returns but also supports causes and practices they believe in.

Ethical investing—also referred to as sustainable, socially responsible, or ESG (Environmental, Social, and Governance) investing—has grown rapidly over the past decade. More investors are seeking to align their portfolios with their personal values, ensuring that their money not only generates ...

08/09/2025

In today’s fast-paced world, where stress, technology, and constant demands shape our daily lives, the idea of wellbeing has never been more important.

More than just good health, wellbeing is about finding balance—physically, mentally, and socially—to live a life that is not only free of illness but rich in meaning and fulfilment.

In today’s fast-paced world, where stress, technology, and constant demands shape our daily lives, the idea of wellbeing has never been more important. More than just good health, wellbeing is about finding balance—physically, mentally, and socially—to live a life that is not only free of illn...

14/08/2025

At Stone Wealth we believe opportunity begins with curiosity.

Our team, has been attending industry functions presented by Pinnacle Investment Management and Paradice Investment Management, engaging with leading fund managers, and connecting with like-minded advisors.

Every handshake, every conversation, and every insight gained adds to the depth of knowledge and professionalism we bring to our clients.

Because behind every smart strategy is a commitment to keep learning ⭐️

15/07/2025

Closing the books on another financial year, and what a chapter it’s been!

Grateful to celebrate with our valued licensee, Carnbrea & Co, whose partnership brings strength, clarity, and purpose to all we do.

Here’s to shared vision, steady growth, and the road ahead.

01/07/2025

A new financial year presents the perfect opportunity to take stock, reset, and plan with purpose.

For individuals and families, starting the financial year with intent can lead to greater clarity, control, and confidence in the months ahead.

A new financial year presents the perfect opportunity to take stock, reset, and plan with purpose. Much like a new calendar year inspires resolutions, July 1 offers a financial “fresh start” to review your goals, refine your spending, and make sure your finances are working for you. For individu...

02/06/2025

Six years of turning goals into realities, and strategies into success.

Thank you for trusting our mission. It is a privilege to be entrusted to guide clients futures and manage their wealth.

The best is still ahead!

19/05/2025

Over a shared table, Paul and Ali were invited to hear the exclusive insights into Warakirri’s newest addition to their stable, global small cap specialists, Clarivest Asset Management LLC!

12/05/2025

“Blending beauty and brains”

Introducing a unique way of explaining the basics of share investing to the younger gens 💄💰❣️

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