Brisbane Financial Planners

AT CORNERSTONE ADVICE, WE BELIEVE IN MORE THAN JUST MONEY

At Cornerstone Advice, we care about more than just money. Our philosophy centres around life’s delicate balancing act of harmonising competing goals. As business owners with families, we are best equipped to understand the challenges of conflicting priorities. We know that many people are time poor and really, they achieve more by focusing on what they do best.

WHY CORNERSTONE ADVICE MATTERS

Our clients consider us to be a vital part of their lives, as we help to empower them to maximise their financial potential. It’s not merely about accumulating wealth; it’s about using those resources strategically to achieve both their lifestyle and financial aspirations in harmony. By partnering with Cornerstone Advice, our clients gain the freedom to concentrate on what truly matters to them.

BEYOND FINANCES: A HOLISTIC APPROACH

Life isn’t a straight path and can throw curveballs at any time. That’s why a comprehensive financial plan extends far beyond numbers on a spreadsheet. It’s about you, your loved ones, and achieving the most out of life. We’re passionate about helping you make informed choices, armed with the knowledge and support necessary to stay on course.

So dream big, set ambitious goals, and let Cornerstone Advice be your compass. Together, we’ll navigate life’s twists and turns, ensuring you get the most out of every moment.

We know that finding the right financial planner for you is really important. At Cornerstone Advice, we recognise that this relationship is more than transactional; it’s a long-term partnership through every stage of life on your financial journey.

HERE’S HOW WE GUIDE YOU TOWARD FINANCIAL SUCCESS:

1. Initial Conversation: We will start off with a phone call to understand where you’re at, your aspirations, and how we can be of assistance.
2. Face-to-Face Meeting: Next, we’ll meet in person to dive deeper. What truly matters to you? Where do you envision yourself financially? We explore these questions together, ensuring we grasp your unique situation.
3. Crafting your Plan: Armed with insights from our discussions, we research, investigate, align your goals with solutions and craft a tailored, comprehensive plan.
4. The Big Reveal: We present your financial strategy—the roadmap to your dreams. We discuss, tweak, and fine-tune until it feels just right.
5. Implementation: From here we will prepare and implement these strategies for you and handle as much of the administrative work as possible, so you get to focus on what you enjoy the most.
6. Your Journey – Annual Realignment of your Financial Plan: Life evolves, and so should your financial plan. Each year, we revisit the basics. Such as what has changed for you and your family? Do you have any new goals? We adapt your plan, ensuring it remains relevant and responsive to your changing circumstances.