FidUciary Services

Our life-time financial plans include a comprehensive estate plan. Our comprehensive estate plans consider our clients estate duty calculations, late estate liquidity analysis, and cash flow provisioning for heirs. With this knowledge, and in collaboration with our clients, informed discussions pertaining to the distribution of their assets result in the re-evaluation of their wills, trusts and additional supporting legal documentation.

This professional “preparation for the inevitable” means that our late estate administration and executor-ship services are timeous and ensure the efficient transfer of our client’s legacies to their heirs. 

WHAT OUR CLIENTS SAY

Thank you so much for all your assistance. I'm really impressed with Cornerstone Financial Services' efficiency and the way you handled my application so quickly. I will be sure to recommend friends and relatives to you.
James Anderson

Thank you so much for meeting me and discussing my financial portfolio with me. Your advice and report back was clear and professional, as was the presentation. I feel very reassured that you always have my best financial interest at heart.
Nicole Reuselaars

I would like to personally tell you how wonderful you have been over the years with all your help and caring about my personal policy. I had a meeting with Chanelle and Jenni recently and it was very pleasant dealing with these lovely ladies. 
Belinda Sawyer

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Get in touch with us today to learn more about our specialised and bespoke services. 

    Financial Planning

    As a fully independent and professional practice, we build trusted life-long financial planning relationships with our clients to ensure they reach their financial goals. Our collective expertise, together with each of our client’s unique goals, needs and personal circumstances, results in bespoke financial plans. Our mandate is to provide a life-long co-administrative and advisory service to assist our clients in achieving their financial plans

    WHAT WE OFFER

    Our financial planning process, for both your personal and business worlds, develops a strategic action plan that we implement together, reviewing and revising regularly to ensure that your personal and business goals become reality. Our range of services include:

    Personal Financial Planning
    - Estate planning
    - Wills writing, trusts, etc
    - Late estate administration services
    - Risk planning
    - Retirement planning
    - Education planning
    - Budgeting and debt management

    Business Financial Planning
    - Succession planning
    - Partnership assurance
    - Keyman assurance
    - Business overheads replacement
    - Contingent liability planning
    - Financial wellness planning for employee’s

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