Our aim is to help individuals and businesses achieve greater financial certainty for the future by creating strategies that are tailored to their individual situation.
We take the time to understand what is important to you and then help to design a strategy that will enable you to achieve your personal and financial goals.
At Cornerstone, we care about you and your family’s money
Jonathan Wilkes: North Epping Financial Planner, Self Managed Super Fund Specialist Advisor
With over 10 years of experience, Jonathan has provided comprehensive, proactive, and personalised financial advice to a select group of individuals, families, and businesses across Australia. Let us help you create a financial plan customised to your situation, goals, and risk tolerance, so you can enjoy the life-long security and financial freedom you deserve.
What our clients say about us
Jon honestly cares about our financial situation. We really feel that we aren’t just a number because he listens to our concerns and knows our goals. He is honest and frank with us, and has the knowledge to help us through any financial issues.
Jon has always been proactive in the advice that he gives me. He truly considers all aspects of my situation, right down to including my accountant in the important decision to work more with tax, cash flow, and debt in mind.
Planning Your Finances, On Your Terms
While every individual, family, and business who comes to see us is unique, our clients tend to face similar challenges, and share common objectives. Two of the most basic financial goals include the desire to ensure your money lasts a lifetime, and that your family is taken care of.
Whether you’re a busy professional, a senior executive, a couple saving for retirement, the owner of a business, about to begin your family, or recently widowed, Cornerstone can help you. Together, we can create a purposeful and comprehensive financial plan tailored to your needs and desires.
We just ask our prospective clients to consider one thing: Do you want to take your financials seriously? Because we do. We put in the effort. We truly care about your family’s money, and want to see you succeed by making the most of your income.
Find out why nearly all our clients, are long-term clients.
Here’s what you can expect when you partner with Cornerstone
1. Clarity on your goals.
Jonathan will work closely with you to determine what your authentic goals are, and how you can achieve them.
2. A customised financial plan.
With thoughtful consideration of your current situation, objectives, and the financial lifestyle you desire, we’ll create a plan that’s right for you.
3. Help putting your plan into action.
We’ll assist you as you start out on the journey to achieving your short- and long-term financial goals so you can live out your dreams. We’ll show you the impact of the strategy we devise for you over a 15 to 20 year period, and set up a banking and cash flow modelling system to ensure you don’t overspend.
4. Tracked progress to keep you on target.
Jonathan will touch base regularly to make sure you stay on track, and provide you with feedback on your actual performance. He’ll also keep a watchful eye on your assets, ensuring that you are maximising their value.
5. Adjustments as you grow.
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, or modify your current objectives. At Cornerstone, you’ll always have someone to talk with about your financial concerns, hopes, and dreams.
Ready to work with us?