Archives of Financial Planning

How to be financially smart this festive season & avoid the dreaded Januworry

How to be financially smart this festive season & avoid the dreaded Januworry – Chanelle Taylor (Director, Cornerstone Financial Planning) With less than a month to Christmas, the festive season is officially in full swing. For many, this means lights, family, good food and above all, shopping! It’s the latter part of the festive season that […]

October is Breast Cancer Awareness Month – let’s talk about severe illness cover

October is Breast Cancer Awareness Month – let’s talk about severe illness cover – Chanelle Taylor (Director, Cornerstone Financial Planning) This month, CANSA aims to raise awareness about Breast Cancer and cancer in general hoping to speed up diagnosis and save more lives. At Cornerstone Financial Services, we fully support CANSA with their endeavour and we […]

Spring clean your finances this September

Spring clean your finances this September – Chanelle Taylor (Director, Cornerstone Financial Planning) Spring is finally here and for many, it’s synonymous with new beginnings, fresh challenges and positive changes. In the spirit of Spring, we have compiled some great ways to spring clean your finances for a happier, healthier and financially free you. Review your […]

Estate planning principles, part 1: Having the uncomfortable talk about death and dealing with other emotional blocks surrounding estate planning

Estate planning principles, part 1: Having the uncomfortable talk about death and dealing with other emotional blocks surrounding estate planning – Chanelle Taylor (Director, Cornerstone Financial Planning) Do you break out in a cold sweat when discussing your will? Can’t bear to think about whether there will be enough money to live on if your spouse […]

Income protector, severe illness cover and other risk products that the COVID-19 pandemic has forced everyone to reconsider

Income protector, severe illness cover and other risk products that the COVID-19 pandemic has forced everyone to reconsider – Chanelle Taylor (Director, Cornerstone Financial Planning) Nothing makes you aware of your own mortality quite like a global pandemic that has already taken the lives of thousands. As devastating and heart-breaking as this whole event has been, […]

The importance of a business succession plan

The importance of a business succession plan – Chanelle Taylor (Director, Cornerstone Financial Planning) Small to medium enterprises (SMEs) are the heartbeat of our economy and every successful small business has a direct and positive effect on South Africa’s economic future. Every business owner needs a well-structured, expertly formulated succession plan to secure the company’s wellbeing […]

4 ways your financial wellness is influencing your physical and mental health

4 ways your financial wellness is influencing your physical and mental health – Chanelle Taylor (Director, Cornerstone Financial Planning) Money makes the world go around and whether we like it or not, it’s a massive part of our everyday lives. With increasing financial pressure both at work and at home, the effects of financial wellness on […]

Men listen up! Tackle your financial wellness this Men’s Health Month

Men listen up! Tackle your financial wellness this Men’s Health Month – Chanelle Taylor (Director, Cornerstone Financial Planning) June marks Men’s Health Month and although its main focus is on physical health, at Cornerstone we believe in a holistic approach to your overall wellness and that includes your financial well-being. With that ethos in mind, we […]

This Mother’s Month, ensure your children’s bright future with these 5 risk benefits

  This Mother’s Month, ensure your children’s bright future with these 5 risk benefits – Chanelle Taylor (Director, Cornerstone Financial Planning) May is mother’s month and to celebrate all the moms out there, Cornerstone Financial Planning has put together a list of the top 5 risk benefits all mothers need. These benefits will not only protect […]
Contact us
close slider

If there’s anything you would like to discuss, please drop us a line and we’ll get back to you.