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 - 25 Jul 2017

We’re really happy with everything Cornerstone Advice has done for us so far and we are looking forward to better things to come. I’d be happy to recommend their services to anyone looking for super, insurance or any financial planning advice

Cornerstone Advice 25 Jul 2017

Thanks for your feedback Will, it was our pleasure to assist. Brent Story, Cornerstone Advice

verified email - 25 Jul 2017

Very happy! Tony has put a master financial plan in place for me and I can now see where I am financially and where I can get to instead of feeling that I was going nowhere financially. Results so far have been positive.

Communication has been excellent both via email, face-to-face and skype. I don’t have a lot of time so meetings can be hard but they are important and have priority over other things that I do.

I would definitely recommend Tony to anyone seeking financial advice. He is friendly, knowledgeable in his field and effective

Cornerstone Advice 25 Jul 2017

Thanks for your feedback Steven, we are glad to hear that Tony's advice has been so beneficial! Brent Story, Business Owner

verified email - 25 Jul 2017

We are completely happy with the service and we have learned a lot in the time we have been working with Cornerstone Advice. Everything we planned has happened so far. In particular we really valued learning to budget correctly which helped us to get on top of our finances and purchase another home ahead of time. We also now have a plan in place to ensure our future. We have always found the communication is excellent. They take the time to explain things to us in layman’s terms. The team is very friendly, helpful and always happy to talk to us when we call. We appreciate everything that they are doing for us. If only we had met them 20 years ago….

Cornerstone Advice 27 Jul 2017

Thank you for your feedback Julie, looking forward to continue assisting you in the future! Brent Story, Business Owner

verified email - 25 Jul 2017

Tony has made us more aware of our financial position and shown us the best way to implement a plan for the future. Great service and work completed every step of the way. We found him easy to work with and very accommodating with his time and availability, coming out to us and liaising on all aspects of our portfolio. I’d be very comfortable in recommending his services to anyone seeking financial planning advice. Tony changed our opinion (for the better) on finance workers!

Cornerstone Advice 25 Jul 2017

Thanks for your feedback Lisa! Brent Story, Business Owner

verified email - 25 Jul 2017

We feel well informed about our financial position and that has boosted our confidence level. Sorting out our personal insurance policies was particularly beneficial – it’s really good to know your loved ones are well covered if anything happens to either of us. Tony was great….we started this whole process during a very hard period when we were trying to buy our first home. His patience is second to none, his communication is excellent. We would recommend his services to anyone

Cornerstone Advice 25 Jul 2017

Thank you for your feedback Christian, we were glad to be of assistance and look forward to working with you in the future. Brent Story - Business Owner

verified email - 25 Jul 2017

Brent has been our adviser for just under 3 years, he has helped us to plan our retirement. We are very satisfied and found that he provides a very professional service.

Cornerstone Advice 25 Jul 2017

Thanks Vic, it's been a real pleasure to work with you and I look forward to assisting further in the future! Brent Story - Business Owner

verified email - 25 Jul 2017

We were very grateful to Brent for helping us navigate through what we felt to be a very confusing system - life insurance and income protection! Brent came to our home to meet, making him accessible and flexible. We felt well supported to make the right decision about the right product for us. Would definitely use him again.

Cornerstone Advice 25 Jul 2017

Thanks for the feedback Melissa, yes the insurance world can be a little confusing at times - I'm glad that we could make the process a little easier for you! Brent Story, Business Owner

verified email - 24 Jul 2017

We like the support that Brent provides to our business and personal financial affairs and that he keeps us up-to-date on how we are going financially. We are very happy with the service provided and we find our annual catch-up to be very beneficial. We are happy to recommend Brent’s services to other business owners seeking the assistance of a financial adviser

Cornerstone Advice 25 Jul 2017

Thanks for your feedback Sandy, it's been a real pleasure to work with you - looking forward to catch-up again soon. Brent Story - Business Owner

verified email - 24 Jul 2017

Brent has been our Financial Advisor for approximately 2 years. We have found him to be very friendly, knowledgeable and willing to take the time to visit us personally at home. He has certainly educated us in all matters to do with setting up our Financial Plan for the future. With his expertise, we are now in a position to feel confident that our desire to retire in less than 10 years is on track and attainable.

verified email - 24 Jul 2017

We have appreciated the time Brent and Cornerstone Advice gave us, whist discussing our needs in creating our financial plan. We were heard, regarded and respected throughout our years with Cornerstone and Brent. Always responsive to emails, answering any questions we might have while taking the time to support and assist us where ever they could. Brent has been wonderful and always ready to help. We are thankful to work with such a professional team. We have no hesitation in recommending Cornerstone Advice

Cornerstone Advice 25 Jul 2017

Thanks for your feedback Renee, looking forward to catch-up with you guys again soon! Brent Story - Business Owner

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