Cornerstone Advisory

“Most people think they want a lot more than they really need and settle for a lot less than they can really get” – What’s your Plan?

Power of Compound Interest

A quote I often give people is a quote from one of the founding fathers of the United States, Benjamin Franklin, and he said:

Money makes money. And the money that money makes, makes more money.”

And if you think about it, that’s what investing is all about.

It’s about taking a longer-term view, backing the right businesses that effectively can compound their earnings at very, very satisfactory, rate.

Our Offer to You

Our goal is to improve our clients financial well-being by taking away the burden of financial complexity that many advised clients are confronted with that by themselves they cannot solve due to time constraints, skills, knowledge or experience.

Research supports that a client’s financial knowledge improves as a result of an engagement and ongoing relationship with a financial adviser. Further financial education resulting from an advice relationship can lead to increased confidence, empowerment and an ability to make better financial decisions. As a result the significant detrimental impact of thinking about money on health and well-being is likely to be minimised for clients receiving ongoing financial advice.

In all our client interactions we uphold the values of Trustworthiness, Honesty, Fairness, Competence and Diligence.

Important Information