Cornerstone Financial Planning is committed to assisting clients attain their investment, retirement and lifestyle objectives that includes — building wealth, securing their financial future, the protection of their major assets. Also freeing up valuable time so that clients can enjoy and maintain their lifestyle before and after retirement.
 

We propose and simplify financial planning issues and strategies that will enable clients to acquire the necessary service, support and commitment that is essential to on-going investment, insurance and retirement planning. 

 

We are an organisation that has built a reputation in offering wealth management services, financial planning advice and employee benefits.

 

 

Cornerstone Financial Planning is NOT owned by any bank or financial institution and take pride in sourcing products and services that we believe is most appropriate for our clients. Cornerstone Financial Planning is a member of the Association of Independently Owned Financial Planners (AIOFP) which is an Australian-wide network of state-based Licensees.

 

The AIOFP has a belief that.. "We share a common vision that everyone has the right to expect professional financial planning advice that is competent, objective, ethical, and, above all, based solely on his or her needs." Association members are committed to using a mutually agreed, well-defined and fully transparent financial planning process.

 

As independently owned financial planning practice, we are not tied to any particular product provider. We are client centered and not product driven. Selwyn Favish has been accredited by the Self Managed Super Fund Association of Australia Limited. The SMSF Professionals' Association of Australia Limited ("SPAA") represents professional advisors who provide advice in the highly complex area of SMSFs advice. SPAA is committed to raising industry standards and looking after the needs of SMSF professionals across Australia regardless of their other professional affiliations or memberships.
 

 

Cornerstone Financial Planning is also a Principal Member of the Financial Planning association and holds an Australian Financial Services License with the Australian Security and Investments Commission. AFSL No. 267480
 

Cornerstone Financial Planning offers a broad range of skills and a high calibre of specialist knowledge. This skill and knowledge is applied to develop services and solutions for clients which actively adds value to their financial planning, allowing them to take advantage of the expanding opportunities available.

 

Cornerstone Financial Planning is backed by a powerful network of support services, including active investment research resources, compliance support, technical support, ongoing educational support and professional development and access to a broad range of investment, superannuation and insurance products.