Cornerstone Financial Planning will leave no stone unturned to protect your interests.

 

Our Value based Financial Planning will help you build a financial strategy, starting with your unique values. Values are the “emotional why” behind the “tangible what” of your goals. Value based planning looks at your relationship to money and “What’s important about money to you?” how to invest it over time, so that you can spend your time well and live life on purpose.

 

Cornerstone Financial Planning is a privately owned financial services organisation, independent of institutional ownership and not beholden to a large bank or insurance company.

 

We hold our own AFSL and are not licensed by a bank or any other product issuer and are not restricted in the products we can recommend and we are able to recommend any product which is in your best interests.

 

We do not have ownership ties or revenue sharing arrangements with any external businesses where we may refer you for other services.

 

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.

 

We aim to maximise the probability of you achieving your financial goals and work with you towards an authentic, inspiring and enriching financial life, forming a relationship on mutual trust and commitment for many years to come.

 

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.

 

  • Self-managed super fund advice;
  • Investment Planning Retirement Planning
  • Share portfolio services;
  • Personal risk management and insurance;
  • Redundancy or succession planning and implementation;
  • Superannuation plans and rollovers;
  • Portfolio Construction and Proactive Review Services

 

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 through our advisor Selwyn Favish, director of Cornerstone Financial Planning Pty Ltd

 

  • Accreditation by the Self-Managed Super Fund Association of Australia Limited. ‘SMSF Association’
  • Member of the Association of Independently Owned Financial Planners (AIOFP)
  • The Boutique Financial Planning Principals Group (BFPPG)
  • Member of the tax practitioners Board (tax financial adviser)
  • Member of the Financial Planning Association
  • Certified Financial Planner
  • Certified Financial Strategist

 

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Certified Financial Planner Certified Financial Strategist