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Financial Planning

Employee Benefits

 

Cornerstone Financial Planning Pty Ltd

3 / 20 Riversdale Road
Hawthorn Vic 3122

Tel  3  9818 5011
Fax 3  9818 5844

 


 

 

                                 


 

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:-

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Self Managed Superannuation Advice

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Financial Planning

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Investment Advice

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Retirement Planning

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Share Portfolios & Purchases and Sales

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Portfolio Construction

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Superannuation & Rollovers

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Portfolio reviews

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Redundancy Planning

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Risk management and Insurance Solutions

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Business Insurance Succession Planning

 

 

 


 

 

 

 

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Est. 1989, privately owned and not by a bank, insurance company or investment fund manager

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