Cornerstone Financial Services
9 Waterloo Road, North Epping, New South Wales, Australia
About Cornerstone Financial Services
Welcome to Cornerstone Financial Services, located in North Epping, Australia. As a trusted establishment in the finance industry, we strive to provide individuals and businesses with greater financial certainty for the future. Our dedicated team of experts is committed to creating personalized strategies tailored to your unique situation.
At Cornerstone, we take the time to truly understand what is important to you and then design a strategy that will enable you to achieve your personal and financial goals. Our experienced Financial Planner, Jonathan Wilkes, specializes in Self Managed Super Funds and has been providing comprehensive and proactive financial advice for over 10 years. Jonathan has helped numerous individuals, families, and businesses across Australia achieve their financial aspirations.
We pride ourselves on building strong relationships with our clients. Jonathan genuinely cares about your financial situation and takes the time to listen to your concerns and understand your goals. He is known for his honesty, frankness, and extensive knowledge, ensuring that he can guide you through any financial issues you may face.
While each individual, family, and business is unique, our clients often share similar challenges and objectives. Whether you are a busy professional, a couple saving for retirement, a business owner, or experiencing a major life change, Cornerstone can assist you. Together, we can create a purposeful and comprehensive financial plan tailored to your needs and desires.
At Cornerstone, we are serious about your financials. We put in the effort to ensure that your family's money is well taken care of and that you can make the most of your income. Our long-term clients can attest to the dedication and commitment we provide.
When you partner with Cornerstone, Jonathan will work closely with you to determine your authentic goals and help you achieve them. Taking into consideration your current situation, objectives, and desired financial lifestyle, we will create a plan that is right for you. We will guide you on your journey to achieving your short- and long-term financial goals, and provide you with a banking and cash flow modeling system to ensure you don't overspend.
Jonathan will regularly check in with you to ensure you stay on track and provide feedback on your actual performance. He will also keep a watchful eye on your assets, maximizing their value. As life changes, so do your goals. Jonathan will meet with you to make adjustments as you achieve your financial goals and set new ones. At Cornerstone, you'll always have someone to talk to about your financial concerns, hopes, and dreams.
Cornerstone Financial Solutions Pty Ltd is a Corporate Authorised Representative of Madison Financial Group Pty Ltd. We are also a Corporate Credit Representative of BLSSA Pty Ltd, ensuring that we operate under the highest standards and regulations.
Take your financials seriously and partner with Cornerstone Financial Services today. Discover why nearly all our clients are long-term clients. Let us help you create a secure and prosperous financial future.
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