Investing for your future is like being on a runway. Everyone is at different stage. Where are you?
Partner, Adviser Stonehouse Group
“I review my Super Statement once a year, and think I must do something, then next year arrives.”
“I don’t understand investing. It’s seems cut-throat and risky.”
“How do I create a financial plan and then keep track of it?”
“Where do I start with sorting out our financial future?”
“I know I should do something about my super but I’ll do it later.”
“I don’t see super as my money.”
If you’ve heard yourself say any of the questions and statements above, and if you’re at a key point along the financial runway, let's chat. It’s the first step to get your financial future on track.
I’m a partner and adviser with Stonehouse Group. My passion is working with you to deliver and manage investment strategies to fulfill for your financial future. Imagine how can I help you?
People not products
I see my clients as people, not products or profit margins. That’s why my investment advice style is different to others. I offer tailored solutions based on your current financial position and your future life vision.
What’s the best way to learn more about me? Click on the my profile and what's even better, you can read how I deliver results from my client testimonials below.
A different investment style that delivers
I join the dots for you about equity investing.
The dry financial details of investing will be explained to you simply.
Understand more about the companies you invest in.
Discover how to see your super differently to take control of it.
We’ll set goals and strategies together that match your vision.
Understand how equity investing can add to your super.
Make informed decisions with my market performance insights.
Stay informed about your investments and events that may impact them.
My fees are aligned to your goals, not based upon a transaction.
Who is the Stonehouse Group?
Welcome to Stonehouse. We provide intelligent, tailored financial solutions to help clients achieve their goals and create a secure financial future. By bringing innovation together with intelligent portfolio management, we aim to protect and increase our client’s wealth.
The 4 rules of investing
Don’t lose money
(although it's not always possible).
You can’t go broke taking a profit.
Don’t forget rule No1.
(courtesy of Warren Buffet)
Your retirement plans are precious and need to be cared for.
See the difference I've made to my client's financial futures
Why settle for the everyday, when you can create the financial future you want?
Take the first step.
Let's start with a chat.
If personalised service and a friendly chat are important to you, then taking the next step of booking a call is the right move.
We'll talk about where you're at now, more details about myself and how I work with clients. It's only about 20 minutes but well worth the time. What's more, we can talk when it's your convenient for you.