Empire Partner in Business Feature: Cornerstone Advice
Posted 29 Feb
Posted 29 Feb
Empire Accountants are pleased to introduce Cornerstone Advice for our Partner in Business feature this month.
Cornerstone Advice provides financial planning and mortgage broking services. They specialise in working with busy families and
professionals to establish a financial roadmap that maximises their financial opportunities alongside establishing a backup plan to protect
against the unexpected.
We recently sat down with Brent and are excited to share with you all there is to know about their business, services, and how it all came to be!
I am a self-professed planner by nature, so a career in financial planning was inherently meant to be. I started my career in financial planning in 2012 with the National Australia Bank, undertaking a formal training program that was industry-leading at the time.
With a shared passion for providing exceptional services to clients and the Ashes cricket series, I partnered up with one of the other NAB Advisors, Tony Evans, and together we launched Cornerstone Advice in 2015.
I believe and live by the mantra, “If you fail to plan, you are planning to fail”. Financial planning can get extremely complex and be incredibly overwhelming, yet at the core, it all comes back to the question, why leave the outcome to chance when it comes to your financial future?
The Cornerstone way is to provide clients with a strategy that is crystal clear on what they want to achieve. They provide a concrete action plan so they know exactly what they need to do to get to where they want to go.
Cornerstone’s ideal client profile is open to advice, willing to take action and has the capacity to benefit from our services. This is best explained with an example: a couple in their 40s with two children who earn a secure living and/or operate a successful business. They have mastered the art of their ‘now’ wealth but want to learn more about how to build long-term wealth to ensure they have choices around the lifestyle they live and the work they do.
Starting a business from scratch can be challenging, as are managing the various demands on your time, from staffing, new client acquisition, service delivery, and bookkeeping, all these are vitally important but they can pull your focus in all different directions. At Cornerstone, we made a choice early on to outsource as many of these tasks as possible. This allowed us to focus our energy and attention on our specialist skillset of advising clients.
The best decision you can make if you are keen to explore engaging a financial planner is to get out there and meet one. We offer a complimentary initial meeting for the simple purpose of ascertaining whether we believe we can develop a strategy that will truly benefit you. That meeting will generally provide some level of value so we encourage anyone to don’t delay, reach out today.
Website: www.cornerstoneadvice.net.au
Instagram: @cornerstoneadvice
Facebook: Cornerstone Advice
Boost IT works with small businesses as an extension of their own team delivering an IT department on demand. Client’s use our IT solutions and expertise to enhance capability and cyber security, as well as drive innovation and efficiency.
Running a small business and motherhood may seem worlds apart but as I’ve spent the last 18 months adapting to the role of mum and I've realised the surprising similarities between these two roles. Both require unwavering dedication, resilience, and the ability to juggle multiple responsibilities. In this blog, I'll share the invaluable lessons I've learned from running a small business that has uniquely prepared me for the journey of motherhood.
Australia's real estate market has long been considered a safe and lucrative investment avenue. With a stable economy and a consistently growing property market, it's no wonder that many Australians view property as a key component of their investment portfolio. One pain point we often hear from clients is the fact that their superannuation fund doesn’t directly invest into property. In this article we are going to explore the only legal way to borrow and acquire property in super which is via a self-managed superannuation fund (SMSF).