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.