First step: what can we do for you?

 

‘Financial planning’ sounds like the kind of service only millionaires need. But that couldn’t be further from the truth. It’s even more critical for those who don’t have a fortune to waste that as many of whatever dollars you do make over your career remain yours and attract some friends.

 

Our mission is to make sure you can retire at a time when you’ve still got a lot of living to do, and keep you in the manner – if not manor – to which you’ve become accustomed. It’s about making complex issues understandable and then writing a strategy that guides you along each stepping stone of life’s journey. As part of that plan, we can look at:

 

  • Saving you money; 
  • Protecting you against risk; 
  • Managing your debts; 
  • Growing and spreading your assets; 
  • Reducing your tax liabilities; 
  • Planning for your retirement; 
  • Finding any government benefits you might be entitled to; and 
  • Planning your inheritance.

 

To kick things off and allow you to assess Cornerstone while we assess your requirements, Selwyn offers you a no-cost, no-obligation, confidential consultation.