The Octagon

105 Cecil Street, #03-03, S 069534

Profile

Who We Are

Cornerstone Planners was incorporated in 1996 as an independent financial advisory firm. We are among the pioneers of the life insurance brokerage industry and were granted the coveted financial advisor licence by the Monetary Authority of Singapore in 2003.

Our Philosophy: Everyone Is Unique, No One Is A Number

Our financial planners have an average of 10 years of experience in delivering financial solutions. In meeting the needs of our customers, we have established a reputation for integrity and professionalism. Cornerstone Planners’ philosophy is built around you, a person. No one is just a number in our books and because every individual’s circumstance varies, each requires a different set of solutions.

The Cornerstone Planners Strategy

Our financial planners work independently with clients to build a profile of their financial needs before sourcing out the best options available in the market place to meet their objectives, preferences and risk profile. This allows us to design and deliver a programme that optimises their insurance investments.

Who Our Clients Are

Anyone who is looking for the best value for their investments. We have a diverse clientele that ranges from the ordinary folk to business owners, entrepreneurs, professionals, industry captains and corporate executives.

management-team

Our Management Team

Our management team are established professionals who have proven track records in meeting the financial needs of a range of clients, from ordinary folk to high-net-worth individuals.

With a wealth of experience behind us, we have been able to put together the financial programmes that only matter to you.

Our formula is simple. We listen to you first to understand your needs before delivering a matching programme that optimises the value of every dollar you invest with us. In other words, you don’t pay for what you don’t need.

What all this means is that with Cornerstone Planners, you will have the best financial instruments at your disposal to protect your wealth and maximise the return on your investments.

Michael-Lee

As pioneers in the financial advisory industry, we have established networks and a good track record with our partners and insurers. With an accumulated know-how after nearly two decades servicing clients, this has allowed us to be a step ahead in the industry and keep pace with the changing times.

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