Client Profile
Cornerstone Wealth provides 3 different levels of service to 5 broad client groups in order to meet the specific needs of each individual client.
| Client Type | Attributes | Needs |
|---|---|---|
| High net worth | Professionals, business owners or previous business owners. Resources rich and time poor |
Timely service not time intensive service |
| Retired | Consistent financial situation. Regular support. Wealth transfer issues. |
Withdrawals. Pension recalibration. Centrelink support. |
| Pre retirement / transition to retirement | Expenses low or falling. Mortgage paid. Focusing on retirement or semi retirement. |
Transition to retirement strategies. Ongoing monitoring. Salary sacrifice. |
| Accumulators | High expenses. Paying off a mortgage. Children's education. |
Insurance. Knowledge of family support. Investment structures. |
| Balance the Budget / pay off debt | Financial literacy low. Struggles to balance the monthly budget and pay off debt. |
Budgeting skills & support. Insurance. |
Contact us today to find a solution to your particular need.