Welcome to Cornerstone Wealth. It is our aim to provide you with reliable and accurate financial advice via service provision that is friendly yet professional, up-to-date yet timeless, and thorough yet timely.
Gavin Martin founded Cornerstone Wealth Pty Ltd on the principle that a person’s true worth is not measured by financial ‘Net Worth’, rather that the individual is of inestimable value. Clients are serviced in line with timeless financial principles, thus allowing this core belief to remain paramount.
Gavin is passionate about seeing people achieve their goals and fulfil their potential.
Gavin, an accounting and business graduate, has worked for prominent chartered accounting firms, a regional bank and international information technology consultancies in accounting and business consulting roles.
Gavin is married to Meredith and together they have seven children.
If you are looking for trustworthy and professional financial advice that is delivered in an approachable, clearly structured and effective way, look no further than Cornerstone Wealth. Tell us your financial goals. Then let us help you achieve them.
Our process is designed to work closely with you in order to understand your goals and objectives. By doing this, we are then able to plan and implement strategies that will serve to achieve these targets.
Complete a questionnaire prior to our first meeting.
30 minute meeting
Discover together your financial life values, goals and objectives and the probability of achieving them.
60 - 90 minute meeting
We work with you to agree on what actions to take to achieve your goals and objectives.
60 minute meeting
We work with you and your other professional advisers to implement your financial life plan.
60 minute meeting
Review of your investment portfolio financial life plan.
Cornerstone Wealth is an Authorised Representative of Lonsdale Financial Group Ltd
ABN 76 006 637 225 | AFSL 246934 | Lonsdale is part of the IOOF group