Expert advice that evolves with your goals

Cornerstone is a team of dedicated professionals offering comprehensive accounting and financial planning services. Our mission is to guide clients towards financial success through tailored strategies and proactive advice for every life stage.

With a client-centric approach, we prioritise your goals and work relentlessly to help you achieve them.

If you’re laying the foundation for your financial future, we’ll guide you to build strong habits early using the right structure.

Whether its salary management, tax planning or superannuation advice, we are here to help.

Services:
  • Structuring
  • Wealth creation
  • Investment management
  • Tax planning
  • Superannuation advice

We all put a lot of time and effort into our work. At Cornerstone, we are dedicated to making sure you get the most from what you put in.

Whether you’re building an established career or running your own business, we’re here to help you make informed decisions, structure wisely and maximise results.

Services:
  • Wealth creation
  • Investment management
  • Tax planning
  • Superannuation strategy
  • Sound boarding and support

Marriage, children, property – life changes quickly, and so do your financial needs.

We’re aware of this and ready to share our knowledge/experience so you can plan with confidence and ensure your finances are set up to support your family’s future.

Services:
  • Wealth creation
  • Investment management
  • Tax planning
  • Superannuation strategy
  • Sound boarding and support
  • Insurance strategy
  • Estate planning

It is never too early to start planning for retirement.

Work with us across your career to map out life after work and leverage your hard work into a comfortable, rewarding transition.

Services:
  • Structuring
  • Retirement planning
  • Wealth preservation
  • Investment management
  • Tax planning
  • Superannuation strategy
  • Succession, estate and wealth transfer

An important part of financial planning is to ensure the wealth you have worked hard to accumulate continues across generations.

By developing a comprehensive estate plan, you can ensure that in the uncertainty of life, your wishes are clear and already in place.

Services:
  • Investment management
  • Succession, estate and wealth transfer
  • Aged care