Stonehouse Group

🎉 𝐇𝐚𝐩𝐩𝐲 𝐍𝐞𝐰 𝐘𝐞𝐚𝐫 2025! 🎉 Today marks the first day of a brand new year, filled with endless possibilities and exciting opportunities ahead. The future is bright, and we can’t wait to embrace all that 2025 has in store! This year, we look forward to spending time with our incredible family, friends, colleagues, partners, and clients – working together to make it the best year yet. 💫 Here’s to new beginnings, fresh starts, and creating unforgettable memories that light up our journey. Let’s make 2025 a year of growth, joy, and success for everyone! Let’s go out there and make it shine! ✨ #HappyNewYear #NewYearNewPossibilities #MakeItCount #CheersTo2025 #ExcitingTimesAhead

As Stonehouse Wealth Management embraces the magic of the season, we want to take a moment to wish each and every one of you a very Merry Christmas! 🌟 May your holidays be filled with laughter, warmth, and joy, and may you be surrounded by love and cherished moments with those who matter most. This festive time of year reminds us of the importance of kindness, gratitude, and connection. We are deeply grateful for all the wonderful people we’ve had the pleasure of working with. As we step into 2025, we wish you wealth in every sense—financial, health, and happiness. ✨

What an unforgettable way to wrap up a fantastic year at the Stonehouse Christmas Party! 🎉🎄 Our team from across the country came together for an incredible day of celebration, starting with a wine tasting adventure in the picturesque Tamborine Mountains. We indulged in a delicious lunch at the renowned Hampton Estate Winery, with a sprinkle of festive cheer thanks to our annual awards and some Secret Santa fun 🎅, bus karaoke, and an unforgettable after-party. It was a day filled with laughter, appreciation, and the joy of celebrating our team's dedication and hard work throughout 2024. 🥂 Congrats to Dakota Meki recipient of the 𝐒𝐭𝐨𝐧𝐞𝐡𝐨𝐮𝐬𝐞 𝐌𝐞𝐝𝐚𝐥 and Ben Hancock - 𝐓𝐨𝐩 𝐑𝐨𝐜𝐤. At Stonehouse, we know how to work hard, and we sure know how to have fun too!

The Stonehouse Group 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥𝐥𝐲 𝐄𝐦𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐖𝐨𝐦𝐞𝐧 𝐖𝐨𝐫𝐤𝐬𝐡𝐨𝐩 Was a Huge Success! What an incredible day of learning, connection, and empowerment! From the delicious High Tea spread to the many “aha” moments, our attendees walked away with great insights, powerful reminders, and the confidence to take charge of their financial future. 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐝𝐚𝐲 𝐢𝐧𝐜𝐥𝐮𝐝𝐞𝐝: Michelle Poulsen helped reset how women feel about money and investing, and shared strategies for setting better SMART goals to turn dreams into achievements. Phoebe Mumbray wowed us with the magic of compound interest, the power of small changes in our daily routines, investment fundamentals, and the importance of digital estate planning. Cath Perry wrapped up the day by sharing how Stonehouse Financial Partners is committed to supporting our clients every step of the way. The energy in the room was contagious, and it was so inspiring to see everyone leave feeling empowered and ready to take action! 𝓣𝓱𝓪𝓷𝓴 𝔂𝓸𝓾 to all those who joined us and if you missed out, don’t worry—our next workshop is already in the works! Stay tuned and get ready to join us for another day of transformation and financial empowerment. You won’t want to miss it! 𝑰𝒏𝒕𝒆𝒓𝒆𝒔𝒕𝒆𝒅 𝒊𝒏 𝒍𝒆𝒂𝒓𝒏𝒊𝒏𝒈 𝒎𝒐𝒓𝒆 𝒐𝒓 𝒈𝒆𝒕𝒕𝒊𝒏𝒈 𝒊𝒏𝒗𝒐𝒍𝒗𝒆𝒅 𝒘𝒊𝒕𝒉 𝒆𝒎𝒑𝒐𝒘𝒆𝒓𝒊𝒏𝒈 𝒘𝒐𝒎𝒆𝒏 𝒊𝒏 𝒚𝒐𝒖𝒓 𝒘𝒐𝒓𝒌𝒑𝒍𝒂𝒄𝒆?  Reach out or keep an eye on our page for updates. Together, let’s make financial goals a reality! #womeninfinance #empowerment #financialfreedom #financialwellness #financialplanning

𝐑𝐞𝐦𝐞𝐦𝐛𝐫𝐚𝐧𝐜𝐞 𝐃𝐚𝐲 2024: 𝐇𝐨𝐧𝐨𝐮𝐫𝐢𝐧𝐠 𝐒𝐚𝐜𝐫𝐢𝐟𝐢𝐜𝐞 𝐚𝐧𝐝 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐜𝐞 Today is a time to pause to remember and honour those who died or suffered while serving thier country during wars, conflicts and peace operations. Lest we forget. Today we honor those who sacrificed so much for our freedom. #LestWeForget #RemembranceDay

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October is Cyber Security Awareness Month 🛡️. It’s a time to review and update your passwords and secure 🔐 your devices from any potential cyber threats.

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🌟𝐋𝐞𝐚𝐝𝐢𝐧𝐠 𝐭𝐡𝐞 𝐂𝐡𝐚𝐫𝐠𝐞 𝐢𝐧 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧: 𝐒𝐭𝐨𝐧𝐞𝐡𝐨𝐮𝐬𝐞 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐚𝐫𝐭𝐧𝐞𝐫𝐬🌟 As highlighted in a recent article by Professional Planner the financial services landscape is evolving rapidly with AI technology at the forefront. Stonehouse Financial Partners is proud to be leading the way as Australia’s most innovative Licensee, developing cutting-edge AI tools designed to empower our Advisers. From powerful and consistent file notes to comprehensive advice strategy reviews, our technology is built to support advisers in focusing on what matters most: caring for clients. 🚀 This year, we made a strategic move by welcoming Cath Perry as our new General Manager. With her unique blend of business leadership, technology expertise, and financial advice experience, Cath is already driving Stonehouse to new heights, ensuring our Advisers and team have the tools, knowledge and support they need to succeed. At Stonehouse, we take care of the heavy lifting. Our dedicated team manages everything from the complexities of premises, revenue, compliance, human resources and tech, so you can concentrate on your clients. If you’re an adviser looking to join a Licensee that prioritises innovation, support, and client care, reach out to us today. 𝐋𝐞𝐭’𝐬 𝐰𝐨𝐫𝐤 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫 𝐭𝐨 𝐫𝐞𝐝𝐞𝐟𝐢𝐧𝐞 𝐬𝐮𝐜𝐜𝐞𝐬𝐬 𝐢𝐧 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐚𝐝𝐯𝐢𝐜𝐞! ProfessionalPlanner article 𝒍𝒊𝒄𝒆𝒏𝒔𝒆𝒆𝒔-𝒔𝒉𝒐𝒖𝒍𝒅-𝒃𝒆-𝒕𝒂𝒌𝒊𝒏𝒈-𝒍𝒆𝒂𝒅𝒆𝒓𝒔𝒉𝒊𝒑-𝒐𝒏-𝒂𝒊 #financialInnovation #FinancialAdvisers #FinancialPlanning #AIinFinance

🌟 Celebrating Sarah's 20-Year Milestone at Stonehouse! 🌟 Our end of financial year celebration was extra special this year as we honored Sarah's incredible 20-year journey with Stonehouse. It was a moment filled with joy, gratitude, and a touch of nostalgia as we reflected on her remarkable contributions over the years. Sarah was presented with a prestigious 20-year award, a stunning platinum rose, and a thoughtful gift to commemorate this significant milestone. Her dedication and hard work have been a cornerstone of our success, and it was heartwarming to see her celebrated by the entire team. We couldn't resist capturing this special occasion with a fun picture featuring the original gang – Andrew, Ben, Bel, and of course, Sarah. The smiles and laughter in the photo truly captured the spirit of the evening and the strong bonds that have been built over the years. Sarah, your commitment and passion have been an inspiration to all of us. Here's to many more years of success and camaraderie! 🎉🌹