Wealth

Experience that matters

Sage Stone has a proven track record of enabling ultra-wealthy and high-net-worth families, individuals and foundations to safeguard and build their capital across multiple generations and realise lasting financial prosperity.

We provide a deeply personalised wealth management service encompassing strategic investment counsel, portfolio management, custody and administration.

The investment landscape is highly fragmented. We simplify it by sourcing the finest investment opportunities across all asset classes and constructing a single, consolidated portfolio for each client tailored to their specific requirements.

The value we provide extends well beyond premium investment management services. We take into account each client's Purpose of Wealth, their entire balance sheet, lifestyle requirements and tax position to deliver holistic wealth counsel. We also integrate our investment expertise with our tax, accounting, superannuation and Family Office capabilities to provide a fully unified service. This eliminates complexity and brings together all the services needed to effectively manage financial capital under one roof. Typically, other investment firms do not provide this breadth of capability.

“Success to me is building a wealth management service that has evolved to be the best in Australia. To be a thought leader and to achieve maximum outcomes for our clients.”

Hemant Govan – Partner, Wealth

Everything under one roof

We maintain substantial research capability across all major asset classes, with particularly deep expertise in unlisted and alternative asset classes, including property (equity and debt), infrastructure, private credit, venture capital and private equity.

Australian equities

International equities

Property & infrastructure

Alternative assets

Fixed income

Cash

Responsible Investments

Leverage global relationships

Strong investment governance framework

Single point of contact for all your wealth management needs

Access to private opportunities and funds in property, private equity and venture capital

Sage Stone holds an AFSL, acts as a licensed custodian and is an ASX CHESS participant.

Our highly qualified team has navigated numerous market cycles and collaborates with families to develop long-term strategies and construct resilient, multi-asset class portfolios. In this way, we enable families to protect and grow their capital and withstand the unpredictable nature of economic and market conditions.

We are always on your side

Our transparent business model is designed to ensure that everything we do serves the best interests of our select client base. We are salaried, non-commissioned professional investment Advisors with no ties to any major financial institution or broker. This allows us to deliver entirely objective investment counsel for the long term.

Considered engagement with clients

No two clients are alike. We develop a thorough understanding of their individual requirements by cultivating enduring relationships as trusted Advisors across multiple disciplines.

Whole of balance sheet reporting

Our integrated service delivers whole of balance sheet reporting encompassing private property, private investment, artwork and lifestyle assets.

Robust governance

Sound investment governance frameworks enhance decision-making and improve return outcomes. Through a highly tailored approach, we bring institutional rigour and quality to all investment and risk processes.

A transparent business model

We are salaried, non-commissioned professional Advisors with no ties to any major financial institution or broker. We always sit on the client's side of the table.

“Working with families who have an intergenerational investment horizon enables us to think differently about our approach. Time and patience mean we can be very selective about what investments we recommend.”

Peter Antonie, OAM – Partner, Wealth

Creating a bespoke investment strategy

Serving the best interests of our clients lies at the core of Sage Stone's investment philosophy. This encompasses a strong emphasis on generating a diversified and dependable stream of income and capital growth, designed not only to support our clients' future ambitions but also to shield against the long-term effects of inflation. We aim to accomplish this with minimal risk and complexity.

We seek to advise on long-term, diversified portfolios governed by robust investment frameworks.

Our comprehensive investment reporting provides transparency and confidence with around-the-clock online access to portfolio data. Investment reporting is often a time-consuming and laborious exercise that can divert resources and attention from more strategic matters for Family Offices.

Built to reduce the administrative burden of gathering, verifying and analysing financial information, our platform consolidates reporting across all assets through a single source. This empowers our clients to make better-informed and more timely investment decisions.

Responsible Investment

Investing in companies that create shared value

We guide families through the Responsible Investment landscape by concentrating on investments that seek to deliver innovative solutions to social and environmental challenges at scale, while generating robust financial returns. It is a means to deliver profit through purpose.

Our Responsible Investment options are rigorously researched, carry high conviction and span major asset classes to enable the construction of well-diversified portfolios. Click here to access our Responsible Investment Statement

Sage Stone's Responsible Investment Approach

“Why wouldn't you want to invest in companies that are profitable, generate good returns and make the world a better place?”

Phil Harkness – CEO and Managing Partner

Companies creating shared value are addressing global problems

Memberships

Sage Stone is a member of the Responsible Investment Association Australasia (RIAA). The majority of our Wealth Advisors hold RIAA Certification and have successfully completed the Principles of Responsible Investment (PRI) Academy's Understanding Responsible Investing certification.

Sage Stone is also a member of the Shared Value Project. Sage Stone was recognised by Shared Value Project with the Highly Commended award for Investing in 2024.