Phoebe Mumbray

Phoebe's personality made us feel at ease from the first time we met. She has been our financial adviser for just over a year now and we feel blessed that we were referred to her and the Stonehouse Team. During this time, she has always been an absolute pleasure to deal with. She is extremely knowledgeable, very patient and takes the time to explain things so they are easily understandable. The fact she is only ever a phone call or e-mail away is very much appreciated. If you are looking for a financial adviser, I highly recommend Phoebe.

It is with genuine pleasure to provide a review in relation to my experience with Phoebe Mumbray. Of particular note I can commend Phoebe's communication skills, which to me consistently provided a demonstrated clarity. Her ability to articulate complex ideas in a straightforward manner is refreshing and commendable. Whether she's explaining intricate concepts or providing updates on investment profiles, Phoebe's communication is always crystal clear, to the point where I am moving forward with confidence.

It's evident that she invests time and effort into staying informed in order to expand her expertise.

Financial advice isn’t something my partner and I had really thought seriously about until we met with Phoebe. She was so thorough in her assessment of our financial position and her advice was so tailor made for our situation, that we could easily see the benefits of working with her.

We’ve also really appreciated the way that she’s been open to educating us about the options that are available as it’s created a sense that this is a partnership and it’s one that we’re looking forward to maintaining for years to come.

Thanks for all the hard work Phoebe, wouldn’t hesitate to recommend you to anyone who was looking for financial advice.

I personally am not a big reviewer however, in this case, I’m more than happy to leave a review on the positive and professional advice that I got from Phoebe and her team. From Phoebe's bubbly personality, engaging conversation, professionalism, advice, direction and a follow-up that for me has been second to none, to say that I am happy and thankful is an understatement. Highly recommend Phoebe and the team at Stonehouse. We are so looking forward to a long-term relationship, investing and re-investing in our retirement fund. We are in our early to mid 50s, and for the first time my wife and I have a very secure well invested retirement plan in place… Thank you.