Stonehouse Wealth Management

Stonehouse Wealth Management
Stonehouse Wealth Management
Financial Services-INDOOROOPILLY, QLD
Financial Services-Indooroopilly, QLD
Stonehouse Financial Services Pty Ltd (Stonehouse) holds an Australian Financial Services Licence (No. 292469), granted by the Australian Securities and Investments Commission (ASIC). This l..
Level 2, 36 Station Rd, Indooroopilly, Qld, 4068.
Level 2, 36 Station Rd, Indooroopilly, Qld, 4068.
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Stonehouse Financial Services Pty Ltd (Stonehouse) holds an Australian Financial Services Licence (No. 292469), granted by the Australian Securities and Investments Commission (ASIC). This licence allows Stonehouse to offer the highest quality advice to clients, enhanced through the use of internally and externally researched investment, superannuation and insurance solutions.
Stonehouse has a financial services heritage stretching back over 50 years which has helped build a wealth of expertise in all areas of financial planning.

Stonehouse is a privately owned and operated company. No investment or insurance provider has any ownership or material interest in Stonehouse.

We provide intelligent, tailored financial solutions to help clients achieve their goals and create a secure financial future. 

Stonehouse offers tailored investment solutions for our clients.  By bringing innovation together with intelligent portfolio management we aim to protect and increase our client’s wealth to provide assurance of a stable financial future.

Stonehouse utilises a tailored ‘Core + Satellite’ investment approach in-line with your respective risk tolerance and other relevant considerations. This allows us to control portfolio risk and potentially enhance investment returns. The method is further described below:

‘Core’ Investment

The Stonehouse ‘Core Value Portfolio’ (CVP) is a diversified investment designed to be the core, or foundation, of your overall investment strategy. Incorporating  Stonehouse’s principles of investing, the Portfolio seeks to achieve growth in all market cycles to deliver long term wealth creation, with a strong emphasis on capital preservation. The CVP is an ASIC registered managed investment built specifically for Stonehouse clients. The CVP aims to provide more consistent returns with reduced volatility via a diversified portfolio of assets that includes Equities ( direct, managed unit trusts, listed investment companies (LIC’s) & Exchange Traded Funds (ETF’s)), Property, Fixed Income, Cash and Alternative investments.

‘Satellite’ Investments

In addition to the core investment in the CVP, we recommend a selection of investments which we term ‘Satellites’ to further compliment your portfolio. These investments can further diversify your portfolio, add growth asset exposure (and therefore increase potential returns), increase defensiveness, or allow for cash flow requirements. Stonehouse only selects carefully researched Satellite investments when developing the overall composition of the portfolio specifically tailored for your needs. Depending on the ongoing service agreement established with you these Satellite investments are generally reviewed (including profit taking where appropriate) at least annually. Clients all also able to add their own Satellite’s which often include direct equity portfolios and / or property where applicable.
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