Stonebridge Wealth Solutions

Stonebridge Wealth Solutions is a privately owned financial planning group established in 2001. Stonebridge Wealth Solutions operates under Appleyard Financial Services Pty Ltd. Appleyard Financial Services Pty Ltd is a holder of an Australian Financial Services License (No.301642) issued by the Australian Securities and Investment Commission (ASIC). The advice we provide to our clients is provided on a fee for service basis without any alliance to large institutions such as life insurance groups, banks and other financial institutions. Stonebridge Wealth Solutions is a dynamic organisation committed to serving individuals in their journey to long term success and sustainability. We specialise in the development and implementation of superior financial advice. Stonebridge Wealth Solutions provides its advisers with up-to-date technical support and training required in delivering holistic financial and wealth management solutions. Stonebridge Wealth Solutions provides clients with the tools to reach their financial objectives, with an ongoing review of the external environment to ensure our clients changing needs are met by providing the best possible holistic financial planning solution relevant to our client's current situation. Where appropriate we work in tandem with our client's taxation and legal advisers to target optimum income and wealth accumulation outcomes.