Most people think they want a lot more than they need and settle for a lot less than they can get

What is your Plan?

Cornerstone Advisory – serving Central and Northern Queensland for over 15 years. 

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.

ARTICLES

How inflation impacts different types of investments

(Ashely Owen – Author 23/6/21)Inflation is one of the most critically important issues for long-term investors, as returns can vary considerably in different inflationary conditions. First, we consider Australian shares. The first ...
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How will the Federal Budget affect you?

During this year’s Federal Budget announcement Treasurer Josh Frydenberg stated “Australia is back!”. The Budget proposes positive changes to superannuation, an extension of the low and middle income tax offsets ...
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The power of regular investing

Setting a financial goal for the New Year? Take steps to make it work. It’s that time of year when we set new goals or dust off old ones. But ...
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