Cornerstone Advice

Brent took his time with us and explained things clearly and concisely. The way he builds a strong understanding of his clients is an undoubtable strength. Brent put into action a clear plan that we could use to achieve our financial dreams. He was very easy to deal with and always flexible with his meeting times, he came to our home for all meetings. We feel that the initial outlay required will undoubtedly pay itself back in financial gains in the future. Dealing with Brent has been a pleasure, we always felt he had our best interests at heart. His calm approach and always transparent nature meant that a very complicated topic was easily understood. We would recommend Brent’s services to anyone seeking the assistance of a financial adviser.

Brent has been providing us with professional, fantastic financial advice and guidance for many years now. He is always helpful and provides quality insight and thought into our financial position and future goals. Brent goes above and beyond and has assured us our family is moving in ten right direction. We wouldn’t hesitate to recommend Brent.

Tony maintained excellent service and communication levels throughout the entire refinance process. His attention to detail and knowledge were a huge advantage to us as the process was streamlined, without issues. I would totally recommend Tony for any financial planning advice or plans needed.

We felt total confidence in Tony Evans and the information and advice given to us. His expertise and vast knowledge regarding superannuation allowed him to collate a package specifically suited to our situation and requirements. We would happily recommend Tony and his team to anyone wanting strong and thorough financial advice.

We found working with Tony and team very easy. The team was very helpful. They kept us informed and stepped us through everything. We were guided at every step and did not have to deal with the bank. The whole process was very smooth. Will be recommending Cornerstone to everyone.

We cannot thank Tony enough for his amazing support and advice, I’m pretty sure we wouldn’t have been able to buy our new home if we hadn’t engaged with him so we have benefitted enormously. Tony stepped us through each part of the process so we understood what was happening. He did that with patience and good grace

As a new client I have been impressed with Tony's patience and ability to communicate the complex issues surrounding super funds and preparation for my retirement. I feel very confident that the advice given was suitable for my needs

Tony has given me advice in areas including superannuation, insurances and managing debt. Tony was able to explain things to me in a clear way. Through Tony's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Tony's full care and attention when I needed it

As a result of Tony’s advice and services, I feel confident where I am heading financially and have clear achievable goals to work towards. This leaves me time to spend with my family and enjoy the things I love doing without having to worry about finances. Tony has been upfront and honest with his feedback and advice. He has made himself available whenever I have had any questions relating to my finances. I have complete confidence in him and his team and trust that they will guide me to make the best decisions and help me meet my financial goals. I would recommend him to anyone seeking financial advice. It has been a pleasure to work with them

Brent has provided my husband and myself with advice around budgeting, loan products and purchasing our first investment property (and now with clear views to purchasing our second). As a young family, Brent has provided us with an in-depth understanding around building our investment portfolio and managing our superannuation. Brent clearly explains all advice and is easily contactable when we require his expertise. I cannot recommend Brent highly enough.

Working with Tony from Cornerstone Advice has been really good.
we now feel confident in making smarter financial decisions and we have peace of mind knowing we are properly insured. Tony is always available
and ready to answer our questions . He is very knowledgeable and delivers a high quality service and we would definitely recommend him
to our family and friends.

Working with Tony from Cornerstone Advice has been a good experience. I now have a better understanding of what is needed to prepare for retirement. I feel more in control of my finances and cash flow and have a long term plan to deliver a lifestyle when I stop work. The process of changing superannuation companies and all that goes with that, was handled completely by Tony and he made the changeover easy. He is very knowledgeable and delivers a high quality service and I have already referred him to my daughter and son in law

Brent has provided advice which is customised and specific to our family's needs. He is professional and knowledgeable and is clear when providing advice.

It’s been a very easy and pleasant experience working with Brent. I now feel more secure that if anything untoward occurs, I will be financially ok and will not be a burden on my family. I feel more prepared for the future and I have a plan to achieve my ideal lifestyle. Brent’s communication was fantastic the whole way through and in no way did I ever feel like I asked a stupid question. I will definitely suggest my friends and family to speak with Brent should they need financial advice or help with their home loan

It’s been an excellent journey, very satisfied with the results. Brent has been very helpful and cooperative. He gave us a lot of time, showed a lot of patience, listened to all the details and embedded them all in our 5 year plan. We couldn't have asked for more. We had a rough idea about what we wanted our financial future to look like but struggled to put that in a concrete achievable plan/goal. Brent helped us in that space and gave us a lot of confidence that what we are aiming for is definitely achievable, if we put some discipline in place. While doing that, he provided his expert advice on our plan and also filled in all the gaps that we had with our insurance policies, superannuation. We couldn't have done all of these by ourselves for sure. We are very happy with Brent’s service and I will be telling my friends and family to also speak with Brent!

Working with Brent has given us greater control over our money. With a young family, it’s difficult for us to remain focused on regularly saving to fund our long-term goals, our regular catch-ups with Brent help to keep focused on the important things and to stay on-track. We like the ‘wealth tracker’ spreadsheet that Brent does for us, it showed us that across all the areas of our finances, we are actually doing better than we thought and we are making progress. We are very happy with Brent’s service and would recommend it to others

Working with Brent on an ongoing basis has helped us to reflect upon what the plan was and to make adjustments to take into account our changing financial position. His input has been really valuable, particularly with helping us understand how we are tracking with our income and expenses. Our meetings help us to understand how our decisions will impact on our net cash-flow i.e. understanding the net amount after tax. We are very happy with the service and would recommend him to others

The team provide a really valuable service that has excited us and makes us feel in control of our financial future. Thanks for sharing your knowledge with us - we feel we are on this journey together! We really struggled for about 2 years to find a firm that would help us reach our financial goals. They either saw us as too small fry or provided us with the run of the mill advice I am convinced they tell everyone regardless of their circumstance. Now we have tailored advice and we now know where we are going, why we are going, and how we are going to get there. We always kept a detailed budget estimate of our expenditures so we could plan for the future, however we didn’t realise where we were going wrong as it never translated to what was in our bank accounts. The ongoing monitoring of our spending has provided us with a more realistic budget and a plan for the future. An added bonus was when we saw our savings increase, it just added to our motivation to stay on track. Thanks to Tony and Brent and the team.

I found Brent really easy to deal with and helpful, he was incredibly flexible in terms of meeting times. It was a very positive experience and I feel I have an insurance plan which covers me so much better than my old policy. Brent worked out a brilliant approach that beat the quote I had been given by a competitor. Will definitely recommend him to friends & family.

I have been entrusting the team at Cornerstone Advice to look after my mortgage client's personal insurances for the past 3 years; my client's all rave about the service and advice that they receive from Brent & Tony! I've attended some clients meetings with them and they really take the time to make sure that what is a very complex topic, is explained in every day language so that my clients are comfortable making an informed decision about their insurances. They are very meticulous and knowledgeable across all areas of financial planning, and will certainly be continuing to refer my clients to them for advice.

Brent provides an exemplary service with great attention to customer service. We are grateful for his support, friendly disposition and attention to detail

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

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

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….

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!

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

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.

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.

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

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.