07 3340 5117
info@cornerstoneadvice.net.au
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Get in touch with us

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.

Step 1
Initial Consultation
An initial consultation that allows us to find out about each other.
Step 1
Step 2
Gather Data
collect all the information
Step 2
Step 3
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).
Step 3
Step 4
Discuss the Recommendations
We will discuss the recommendations with you and make sure you are comfortable and agree with them.
Step 4
Step 5
Implement
We will implement the agreed recommendations.
Step 5
Step 6
Review
We will periodically help you review your objectives, financial situation and needs.
Step 6

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.

We look forward to working with you to achieve your goals.

Please get in touch

Get in touch

Your privacy is important to us and AMP Financial Planning which is part of AMP. You may request access to your personal information at any time by calling us or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.

Our Address

  • Lobby 1/ Level 2, Gasworks Plaza 76 Skyring Terrace Newstead QLD 4006
  • 07 3340 5117

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Legals

Tont Evory Pty Ltd (ACN 607 427 985) trading as Cornerstone Advice is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706) 

General Advice Warning

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Links to external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Cornerstone Advice in any way. Note: Cornerstone Advice does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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