About Us

We work with executives, small business owners and individuals alike to help them build a Financial Plan that revolves around them. We do this through a clearly defined and transparent process delivering personalised solutions based on each individual’s personal circumstances.

We offer a unique proposition which we believe truly adds value to you and your family, no matter what stage in life you’re at. Everything we do at Wallstone revolves around YOU, your goals, dreams and aspirations and what needs to be done to achieve these.

Everyone is different and that’s why our culture here at Wallstone is different – we’re here to understand YOU, and how you want your money to work for you. We’re here to put in place a plan for you and not some life insurance company. We’re here to help you understand and not confuse you with complicated investment and product jargon.