Cornerstone Financial Planning
is committed to providing clients with financial planning, direct
share portfolios, retirement planning, self-managed super fund
advice and employee benefit solutions.
Our
business can help guide you
through the maze of investment, insurance, superannuation and
retirement choices so that you can achieve your personal and business
objectives.
Cornerstone
Financial Planning is a
Principal Member of the Financial Planning Association, member of
the Association of Independently Owned Financial Planners,
Self-managed Super Fund Professionals Association and member of the
Boutique Financial Planning Principals Group.
Cornerstone
Financial Planning does not have any potentially conflicting
ownership by a bank, credit union or fund manager. We believe that
the best advice will come from financial planning firms who are
independent of ownership by the product providers.
We are backed by a powerful network of support services, including
active investment and insurance research resources, compliance
support, technical support, on-going educational support,
professional development and access to a broad range of investment,
superannuation and insurance products.
We
offer you a free, private & confidential consultation to evaluate
your personal & business requirements.
As an
‘independently owned organisation’ we further extend our wealth
management services to also include:-