Executive Financial Service
The Executive Financial Advice Service (EFAS or “Service”) is a strategic financialadvice process conducted by Cornerstone Wealth to assist busy executives in getting theirown personal “financial house” in order. This, in turn, enables them to continue to focus their energy on the success of the business. The process involves the provision of strategicadvice only and does not include product recommendations.
Corporations require the complete commitment and involvement from management and key personnel.As a result most senior executives and managers tend to work long hours and have busy lifestyles. Whilst senior managers assist an organisation to achieve its goals, their own financial objectives are often neglected. Without a clearly defined strategy in place, emotional or tax driven decision result in portfolios being constructed in an ad hoc way and not all available strategies are takenadvantage of.
It is our experience that less than 5% of senior executives have predetermined financial goals forthemselves and have implemented a plan to achieve those objectives with any likelihood of success.The EFAS is designed to meet the need for senior executives to address their personal financialsituation and put in place a sound intellectual framework to achieve their goals and objectives.Benefits of the EFAS include:
1. Staff retention and attraction
2. Peace of mind
3. More focused employees
4. Increased commitment to the company
5. Greater satisfaction with spouse and family relationships
6. Enhanced work life balance
Please address enquiries about Cornerstone Wealth’s Executive Financial Advice Service toGavin Martin, Managing Director, on (03) 9642 2268 or email
