Cornerstone Financial Planning was established in 1989, is privately owned and not by a bank, insurance company or investment fund manager.  The benefit to you is that you get impartial and unbiased advice that will help secure your future.

What does independently owned mean to you…It means we’ll leave no stone unturned to protect your interests.

 

Cornerstone Financial Planning is a totally independently owned financial planning practice owned and run by Selwyn Favish. Licensed directly with ASIC (AFSL 267480) and a member of the Association of Independently Owned Financial Planners, we are not beholden to any bank or other financial institution.

 

So what we offer you is purely what we believe to be in your best interests, after finding out precisely what you need.

 

Our advice might involve one or several of the plethora of products and services on the market (all of which we have access to). Then again, it might not. We’re not here to sell you anything. We’re here to help you plan your future with no stone unturned.

 

Financial planning isn’t just about counting down to retirement. Cornerstone offers a comprehensive list of specialised services that you can use now to aid your business or your family.

 

  • We'll leave no stone unturned'Investment advice;
  • Self-managed super fund advice;
  • Retirement Planning
  • Share portfolio services;
  • Personal risk management and insurance;
  • Redundancy or succession planning and implementation;
  • Business insurance (key-man/partnership protection);
  • Superannuation plans and rollovers;
  • Margin lending and geared investment coordination;
  • Advising on residential aged care.
  • Portfolio Construction and reviews
  • Redundancy Planning

 

We’re here to do whatever it takes to enrich your life, be that monetarily or simply in helping you sleep at night knowing that all the ‘what-ifs’ are taken care of.

 

Our professional associations:


  • Principal Member of the Financial Planning Association (FPA)
  • Accreditation by the Self Managed Super Fund Association of Australia Limited. ("SPAA")
  • Member of the Association of Independently Owned Financial Planners (AIOFP)
  • The Boutique Financial Planning Principals Group (BFPPG)