Stone Wealth Management

Stone Wealth Management Stone Wealth Management has established itself as one of South Africa’s leading and most trusted p Any opinions expressed do not constitute financial advice.

Stone Wealth Management is built around the needs of the high net worth individual with investible assets of at least R5,000,000. Stone Wealth Management is an authorised Financial Service Provider with license number 29494. All financial advice provided to a client is bespoke and specific to that client.

Cost of constantly preparing for a crashWith equity markets sitting near all-time highs, some investors may feel uneasy....
26/02/2026

Cost of constantly preparing for a crash

With equity markets sitting near all-time highs, some investors may feel uneasy.
For clients who have recently entered the market, the concern is often, “What if a correction is around the corner?” For those who have been invested for longer, should they “bank profits” and wait for a better entry point?

History shows that acting on fears is often more harmful.

Read More https://stonewealthmanagement.co.za/constantly-preparing-for-a-crash/

Estate Planning challenges for blended families: Blended families, which often include stepchildren, biological children...
12/02/2026

Estate Planning challenges for blended families:

Blended families, which often include stepchildren, biological children, and children from new marriages, present unique estate planning challenges. Without careful structuring, unintended consequences can arise. Ensuring fairness, preventing disputes, and protecting the financial well-being of all family members requires thoughtful planning.

Read More https://stonewealthmanagement.co.za/estate-planning-challenges-for-blended-families/

Following a recent attempted cyber-fraud incident involving one of our clients, we revisit this important topic using a ...
30/01/2026

Following a recent attempted cyber-fraud incident involving one of our clients, we revisit this important topic using a real example.
While we have extensive safeguards in place to protect our systems, fraudsters may still compromise a client’s personal email account and send messages that appear legitimate. Your personal email security is critical, and we outline practical steps to help you.

Read More

https://stonewealthmanagement.co.za/warning-recent-incident-cyberfraud-is-evolving/

May the blessings of Christmas bring peace, health and prosperity to you and your family.
14/12/2025

May the blessings of Christmas bring peace, health and prosperity to you and your family.

Lisa and I were fortunate to attend the recent BizNews Conference in Hermanus—an intense, thought-provoking few days tha...
08/05/2025

Lisa and I were fortunate to attend the recent BizNews Conference in Hermanus—an intense, thought-provoking few days that left us both challenged and inspired. From Helen Zille’s stark analysis of South Africa’s place in a shifting global order to Rob Hersov who didn’t hold back. RW Johnson, Neil de Beer and others offered sharp, insights into the state of our politics and economy.
We aim to keep you informed and a step ahead.
Read more https://stonewealthmanagement.co.za/newsletters/

From all of us at Stone Wealth Management, may this festive season be filled with peace, joy, and treasured moments with...
23/12/2024

From all of us at Stone Wealth Management, may this festive season be filled with peace, joy, and treasured moments with your loved ones.

To be a succesful investor requires patience. Our role as Financial Planners is to help you remain absolutely focused ...
09/10/2024

To be a succesful investor requires patience. Our role as Financial Planners is to help you remain absolutely focused on your long term investment strategy so that you can achieve your goals and objectives.

Learn more https://stonewealthmanagement.co.za/

Navigating offshore investments can be challenging, especially when dealing with residency changes or having children li...
04/10/2024

Navigating offshore investments can be challenging, especially when dealing with residency changes or having children living abroad.

We offer specialized solutions, ensuring you have expert guidance, because when it comes to your investments, it's all about making informed decisions that truly fit your unique situation.

https://stonewealthmanagement.co.za/

Stone Wealth Management is an authorised Financial Service Provider with license number 29494

Seeing the Bigger Picture: Your Wealth Deserves a Comprehensive ApproachWe fit all the financial pieces together by leve...
16/09/2024

Seeing the Bigger Picture: Your Wealth Deserves a Comprehensive Approach

We fit all the financial pieces together by leveraging a multidisciplinary team of trained professionals—including CFPs, accountants, and attorneys to better assess, organize, and maximize your assets.

Learn more https://stonewealthmanagement.co.za/

Peaks and troughs in the market are part and parcel of the investor's experience. You should expect this and manage your...
09/09/2024

Peaks and troughs in the market are part and parcel of the investor's experience. You should expect this and manage your emotions accordingly.

Learn more https://stonewealthmanagement.co.za/










Stone Wealth Management is an authorised Financial Service Provider with license number 29494.

Address

68 Old Main Road
Kloof
3610

Opening Hours

Monday 08:00 - 16:30
Tuesday 08:00 - 16:30
Wednesday 08:00 - 16:30
Thursday 08:00 - 16:30
Friday 08:00 - 16:30

Telephone

+27318324555

Website

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