Our Process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Initial Consultation
An initial consultation that allows us to find out about each other.
Gather Data
collect all the information
Identify your Goals
We will help you identify your goals and current financial position. We normally do this at the same time as the ‘fact find’. We will consider the 7 building blocks or strategies (eg, tax, social security, estate planning etc), then develop and present you with written recommendations in a financial plan (called a Statement of Advice).
Discuss the Recommendations
We will discuss the recommendations with you and make sure you are comfortable and agree with them.
Implement
We will implement the agreed recommendations.
Review
We will periodically help you review your objectives, financial situation and needs.
It is important to remember that you are in control and can decide whether to stop, change or continue at any stage of the process. To find out more about what to expect phone Cornerstone Advice on Ph: 07 3340 5117. Financial Advisers in Newstead.