Cornerstone Financial Services is a dedicated financial planning firm based in North Epping, Australia, with a mission to provide tailored strategies for individuals and businesses seeking financial certainty. Led by Jonathan Wilkes, a seasoned Financial Planner and Self Managed Super Fund Specialist Advisor, the team at Cornerstone takes the time to understand each client’s unique goals and concerns. With over 10 years of experience, Jonathan has earned a reputation for delivering comprehensive and proactive financial advice to a diverse clientele across the country.
At Cornerstone, the focus is on creating personalized financial plans that align with clients’ aspirations and risk tolerance. Whether clients are professionals, business owners, retirees, or young families, the firm offers a range of services to address various financial needs. From cash flow management to retirement planning, Cornerstone emphasizes the importance of long-term financial security and aims to guide clients towards achieving their desired lifestyle and wealth accumulation goals.
With a commitment to ongoing support and regular check-ins, Cornerstone Financial Services ensures that clients stay on track towards their financial objectives. By leveraging a network of financial planning resources and a holistic approach to wealth management, the firm aims to empower individuals and families to make informed decisions about their finances. Through a combination of expertise, personalized attention, and a genuine passion for helping others succeed, Cornerstone Financial Services stands out as a trusted partner in building a secure financial future.