Planning Your Programme
At Cornerstone Planners our philosophy is centred on you. We assess your needs and deliver a programme that will give you all the necessary cover for your personal, professional and business obligations.
Your wealth is your earning power and our goal is to give you the ability to insure it in the event you suffer a loss of income. Fundamentally, our work is about providing you with the best protection for the financial assets that you have accumulated over the years or are embarking on doing so.
Whether it is insurance on your life, health or business, or transferring your estate, we can design a plan to structure them under a single programme.
Protecting Your Investments
The first step we take to secure your future is to understand what your personal, professional and business goals are.
These may be met and serviced currently by representatives from several companies but they are likely not optimising what your money can and ought to buy. With a team of certified financial planners, we have the expertise to do a complete review of all your financial instruments and tailor them to maximise the returns on your investments.
We do this by sourcing out the best options available from our partners to provide the best protection you will ever want. Under our customised programme is the conviction that the needs of each person, profession and business vary and they require a personal commitment to fulfil.
In other words, what we offer you is a total solution.
Accumulating And Transferring Your Assets
In delivering a total solution for you, we work with legal and financial experts to design an estate plan where the wealth you have accumulated over the years are executed according to the wills and trusts that you have created. This will ensure the proper and legal transfer of your assets when the time arrives.
Managing Risks
Since our establishment in 1996, we have grown to become a top destination for risk management. From critical illness, and wills and trusts to employee benefits and redundancy plans, we have customised programmes to safeguard all your personal and business interests. Where required, we work with specialists to execute them.
As financial planners, we also play a major role in advising several companies on their life insurance, compensation and pension plans for staff and top executives. We also design programmes to safeguard their investments, especially in mergers and acquisitions, and guarantors of financial products.
A Global Healthcare Solution
As a certified financial planner, we represent you in the market place. We work with insurance providers to flesh out the best of what each has to offer and structure them under a single programme. One of these is medical cover from international healthcare providers because a future treatment you or your family may need might not be available locally. It is a means to an end especially for executives who are often posted on long stints overseas.
Your Gateway to Over 500 Investment Funds
Our partnership with insurance providers has opened up investment opportunities to over 500 funds that you can tap on. Through our investment platform, you have access to a wide selection of investment products that are consolidated in a single portfolio.
Directors’ Liabilities
If you are a trustee, board member or independent director of charities and non-profit associations, you face the risk of personal liability in the event of negligence, default, and breach of duty and trust. To help you manage these risks, our financial planners are able to design a programme to give you the needed protection.
For expert financial advice you can trust Cornerstone Planners®