Financial Planning SMSF Services through Cornerstone Financial Planning
To continually earn the right to be of service and further develop your trust, at Cornerstone Financial Planning we:
- Assist you achieve your SMSF objectives.
- Build, maintain and preserve your SMSF wealth toward retirement and beyond.
- Provide you with objective financial planning and investment advice.
- Provide on-going advice on investments spreads & asset allocation.
- Discussions on Limited Recourse Lending strategies, ie borrowing to invest in property or shares.
- Assistance with trustee compliance
- Prepare Investment and Risk Management Strategies
- Reviews of your portfolio including valuations and pro-active investment advice
- Synergise your financial and lifestyle issues
- Discuss your personal and investment expectations
- Explain how we will maintain contact with you and the service levels that you can expect.
- Take time to listen to your needs and how you feel about what you want.
- Adopt a long term strategy that will provide you with solutions to take care of you in the future.
- Remain proactive, not set-and-forget.
- Provide life insurance risk management solutions within your SMSF
- Confirm your understanding of your needs and expectations in writing.
- Help you understanding what you are buying.
- Are up front about fees and charges.