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Investment minimums

>R5m

Linda Stonier

I am the founding director of Stone Wealth Management, one of South Africa’s leading and most trusted independently owned wealth management practices.

I started my career as an attorney in a large law firm in Pietermaritzburg and later joined Old Mutual (the largest life assurance company in SA) as a legal advisor. In 2000 I joined Nedgroup Investments as an Accounts Manager specialising in Investments.

I left the corporate world to build one of the first truly advised based practices in South Africa as opposed to a typical commission-driven sales business.

I hold the following qualifications: BSocSci; LLB; LLM (Masters in Taxation); Advanced Post Graduate Diploma in Financial Planning, specialising in Asset Types and Investment Instruments as well as Estate Planning. I hold a Certified Financial Planner ® designation – the highest qualification level for advisers. I am also a member of The Fiduciary Institute of South Africa FISA™


68 Old Main Road, Kloof, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning
Contact details:

082 XXX XXXX

linda@s***********o.za

Reveal contact details

Linda Stonier

I am the founding director of Stone Wealth Management, one of South Africa’s leading and most trusted independently owned wealth management practices.

I started my career as an attorney in a large law firm in Pietermaritzburg and later joined Old Mutual (the largest life assurance company in SA) as a legal advisor. In 2000 I joined Nedgroup Investments as an Accounts Manager specialising in Investments.

I left the corporate world to build one of the first truly advised based practices in South Africa as opposed to a typical commission-driven sales business.

I hold the following qualifications: BSocSci; LLB; LLM (Masters in Taxation); Advanced Post Graduate Diploma in Financial Planning, specialising in Asset Types and Investment Instruments as well as Estate Planning. I hold a Certified Financial Planner ® designation – the highest qualification level for advisers. I am also a member of The Fiduciary Institute of South Africa FISA™

   Visit website

Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

68 Old Main Road, Kloof, South Africa

Get directions

Contact details:

082 XXX XXXX

linda@s***********o.za

Reveal Contact Details

About

About Stone Wealth Management

Stone Wealth Management is an independent, private client practice managing assets of nearly R3 billion.

We understand that investing your retirement assets will be one of the biggest decisions that you will have to make. There are only a handful of wealth managers in the industry who have the financial IQ to deal with high level planning requirement which add value across the spectrum of investments, tax, and estate planning (wills and trusts).

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Additional services

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.