Cornerstone Financial Solutions

A financial planning and mortgage broking company who's purpose is to educate and assist people with their financial needs.
Social Link - Linkedin: http://www. linkedin.com/company /cornerstone-financial-solutions
Employee Count: 3
Keywords: financial services

Originally from North Western Sydney, where I lived with my mother and two brothers, I ended up moving to the Northern Suburbs of Sydney, Epping, in 2007 after marrying my beautiful wife Libby.

Approximately 1 year prior to getting married I started working as a financial planner with a small firm on Sydney’s Lower North Shore. After 10 years with the firm I decided that now was the right time to start my own business. From the outset, I decided that the business would be different to the majority of financial planning practices and instead would be focused on building strong relationships with a small number of clients where I could add value.

Based in the Sydney suburb of Epping, our business helps people and other businesses to answer 2 major questions; where it is that we are right now financially and what are our personal and financial goals. Once these are understood I not only devise a strategic plan for each of my clients to address question 2 but also walk alongside of them to make sure they achieve their goals.
My clients always know how they are progressing towards their goals due not only to the initial modelling that we complete for them but also the regular benchmarking and feedback that we provide. Our client engagement process keeps our clients well informed each step of the way towards their personal and financial goals.

We can also assist people with their home loan needs as I am a qualified mortgage broker .

We, my wife Libby and our three children – Nathan / Benjamin & Laura, enjoy spending a lot of time at the beach and playing sport. We attend All Saints North Epping Anglican Church and sponsor four disadvantaged children through an organisation called Compassion. In September 2014, I was fortunate enough to visit two of our sponsor children in Tanzania. The purpose of the trip was to not only meet them and their family in person but also to enable our relationship to grow to another level. We also learned more about the difficulties that they face every day and ways that we could assist them and their community further. Libby will be visiting our Tanzanian children towards the end of 2017.