Cornerstone Advice

5.0
based on 34 reviews

Customer Approved
“We make customer
service a priority”

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34 reviews about Cornerstone Advice

verified email - 06 Mar 2018

Working with Tony from Cornerstone Advice has been a good experience. I now have a better understanding of what is needed to prepare for retirement. I feel more in control of my finances and cash flow and have a long term plan to deliver a lifestyle when I stop work. The process of changing superannuation companies and all that goes with that, was handled completely by Tony and he made the changeover easy. He is very knowledgeable and delivers a high quality service and I have already referred him to my daughter and son in law

verified email - 05 Mar 2018

Brent has provided advice which is customised and specific to our family's needs. He is professional and knowledgeable and is clear when providing advice.

verified email - 12 Feb 2018

It’s been a very easy and pleasant experience working with Brent. I now feel more secure that if anything untoward occurs, I will be financially ok and will not be a burden on my family. I feel more prepared for the future and I have a plan to achieve my ideal lifestyle. Brent’s communication was fantastic the whole way through and in no way did I ever feel like I asked a stupid question. I will definitely suggest my friends and family to speak with Brent should they need financial advice or help with their home loan

verified email - 06 Feb 2018

It’s been an excellent journey, very satisfied with the results. Brent has been very helpful and cooperative. He gave us a lot of time, showed a lot of patience, listened to all the details and embedded them all in our 5 year plan. We couldn't have asked for more. We had a rough idea about what we wanted our financial future to look like but struggled to put that in a concrete achievable plan/goal. Brent helped us in that space and gave us a lot of confidence that what we are aiming for is definitely achievable, if we put some discipline in place. While doing that, he provided his expert advice on our plan and also filled in all the gaps that we had with our insurance policies, superannuation. We couldn't have done all of these by ourselves for sure. We are very happy with Brent’s service and I will be telling my friends and family to also speak with Brent!

verified email - 14 Dec 2017

Working with Brent has given us greater control over our money. With a young family, it’s difficult for us to remain focused on regularly saving to fund our long-term goals, our regular catch-ups with Brent help to keep focused on the important things and to stay on-track. We like the ‘wealth tracker’ spreadsheet that Brent does for us, it showed us that across all the areas of our finances, we are actually doing better than we thought and we are making progress. We are very happy with Brent’s service and would recommend it to others

Cornerstone Advice 14 Dec 2017

Thanks for the feedback Belinda. Brent Story, Cornerstone Advice

verified email - 14 Dec 2017

Working with Brent on an ongoing basis has helped us to reflect upon what the plan was and to make adjustments to take into account our changing financial position. His input has been really valuable, particularly with helping us understand how we are tracking with our income and expenses. Our meetings help us to understand how our decisions will impact on our net cash-flow i.e. understanding the net amount after tax. We are very happy with the service and would recommend him to others

Cornerstone Advice 14 Dec 2017

Thanks for the feedback Grant. Brent Story, Cornerstone Advice

verified email - 17 Nov 2017

The team provide a really valuable service that has excited us and makes us feel in control of our financial future. Thanks for sharing your knowledge with us - we feel we are on this journey together! We really struggled for about 2 years to find a firm that would help us reach our financial goals. They either saw us as too small fry or provided us with the run of the mill advice I am convinced they tell everyone regardless of their circumstance. Now we have tailored advice and we now know where we are going, why we are going, and how we are going to get there. We always kept a detailed budget estimate of our expenditures so we could plan for the future, however we didn’t realise where we were going wrong as it never translated to what was in our bank accounts. The ongoing monitoring of our spending has provided us with a more realistic budget and a plan for the future. An added bonus was when we saw our savings increase, it just added to our motivation to stay on track. Thanks to Tony and Brent and the team.

Cornerstone Advice 20 Nov 2017

Thanks Matt & Katie, it's been a pleasure to work with you both so far - looking forward to helping you to continue to kick financial goals moving forward! Cornerstone Advice - Brent & Tony

verified email - 11 Aug 2017

I found Brent really easy to deal with and helpful, he was incredibly flexible in terms of meeting times. It was a very positive experience and I feel I have an insurance plan which covers me so much better than my old policy. Brent worked out a brilliant approach that beat the quote I had been given by a competitor. Will definitely recommend him to friends & family.

Cornerstone Advice 30 Aug 2017

Thanks for the feedback Julie, it was a pleasure working with you :) Brent

verified email - 31 Jul 2017

I have been entrusting the team at Cornerstone Advice to look after my mortgage client's personal insurances for the past 3 years; my client's all rave about the service and advice that they receive from Brent & Tony! I've attended some clients meetings with them and they really take the time to make sure that what is a very complex topic, is explained in every day language so that my clients are comfortable making an informed decision about their insurances. They are very meticulous and knowledgeable across all areas of financial planning, and will certainly be continuing to refer my clients to them for advice.

Cornerstone Advice 31 Jul 2017

Thanks for the feedback Vicki :) Brent Story, Business Owner

verified email - 27 Jul 2017

Brent provides an exemplary service with great attention to customer service. We are grateful for his support, friendly disposition and attention to detail

Cornerstone Advice 29 Jul 2017

Hi Mandy, thank you for your feedback. It is such a pleasure to work with you and your family, looking forward to many more years assisting. Brent Story, Business Owner

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