Welcome to the Cornerstone Financial Wellness Program

Welcome to the Cornerstone Financial Wellness Program

Congratulations! You have taken the first step to a better financial future. To make it easier for you, we have designed specialised, easy to use tools to help you on the way. To download each tool, simply click on the links below. If you have any questions, please click here to contact us and we will gladly assist. Some of the tools are Excel sheets, so if you are using a mobile device please download the Excel app for Android or for iOS. 

Financial Planning Tools:

Illustrative Retirement Calculator

Will Application

Monthly Budget Analysis

Loan Amortization Template

CSFP Letter of Consent

Medical Aid application forms and broker authorisations:

We work with all open medical schemes and can give advice across the board. For you convenience, we have listed application forms and broker authorization forms for some of the most popular medical aid providers below. This list is by no means exhaustive, if you do not find your preferred medical scheme below, please do not hesitate to contact us so that we can assist you.

Discovery Health:    FedHealth:
New member application New member application
Broker authorisation  Broker Authorisation
Momentum Health:  Bonitas:
New member application New member application
Broker authorisation Broker authorisation

Short-term insurance broker authorisation:

Having a short-term insurance broker will help you more than you know! We will handle all your renewals, claims and endorsements on your behalf and ensure you avoid nasty pitfalls and loopholes. Below is our short-term insurance broker authorisation form.

Cornerstone Insurance Brokers Authorisation Form

Please feel free to contact us if you have any questions regarding your financial wellness. Call us on 011 794 6611 or email info@cornerstonefsg.co.za

 

 

 

 

 

 

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