Lifestyle financial planning for holistic goal setting
Don’t let life’s small surprises set back your long term plans – create a bespoke Lifestyle Financial Plan to pull the right levers at the right time, and get you closer to the big picture you have in mind for your future.
Outsourced Accounting, Payroll & Tax Services to save you time
Find the balance between saving time, and money. Take advantage of the benefits that come with outsourcing your accounting, payroll, and tax needs. Every business relies on efficiency, accurate reporting and good financial governance to ensure compliance and streamlined operations.
Employee Benefits & Corporate Wellness Consulting that drives positive productivity
Provide quality benefits to your employees and offer them the support they need through a Wellness Program. Create an enriched working environment that will elevate your staff’s productivity while taking creativity to new heights. Invest in the wellbeing of your most valued assets – people – and watch them thrive under our superior employee benefit and corporate wellness consulting programs.
Wealth Management & Investment Advisory to secure and grow your future
Grow and secure your future by taking advantage of our Wealth Management & Investment Advisory options. Look to what lies ahead and put your money to work, for you. Trust us to curate your investments while keeping you informed and up to date on the latest financial trends, opportunities, and market risks.
Healthcare Consulting & Brokering for happy, healthy employees
Enjoy the peace of mind that comes with knowing that your healthcare needs are taken care of. You can count on our Healthcare Consulting & Brokering services to deliver the very best in healthcare, tailored to yours and your employees’ unique requirements.
Commercial & Domestic Short-Term Insurance solutions for comprehensive coverage
Make sure that the things you cherish most are comprehensively covered, managed and taken care of. We cater for a wide range of specialised insurance solutions, from protecting your business against local risks to taking care of your short-term coverage needs – all in one convenient location.
Fiduciary Services that take trust and relationship-building to the next level
Rest easy, content in the knowledge that your last will and testament will be executed to precision, your estate managed with the utmost care, and your family, well looked after, long after you’re gone. Your legacy is in safe hands.
WHAT OUR CLIENTS HAVE TO SAY
I have had excellent service from Cornerstone with regard to the drawing up of my will.
Kagiso was available and very communicative with me and made sure everything went smoothly, down to the logistics of a courier and collection.
I would highly recommend this service.
I have dealt with Cornerstone for the best part of 18 years. They are always friendly and efficient in their dealings with me and sort out any problems we have promptly. I highly recommend them as brokers to anyone.
Jaco and the team are absolutely the best. They understand that communication is the key to building a successful relationship with you, and they are always looking for ways to help you in a timely manner. Thank you Cornerstone Insurance Brokers, I know that I am in good hands.
I have dealt with Cornerstone Asset Management for almost 15 years. For me what sets them apart is the exceptional service that the entire team provides. You are an important customer no matter who you are, and you are always able to get hold of someone if you need something done.
When dealing with anyone in the group, your needs are listened to and the solutions provided are based on the information that you have provided with careful consideration given to your individual risk appetite, needs etc.
I would strongly recommend Cornerstone Asset Management. You will be dealing with a team that is comprised of professional, hardworking and talented individuals that take the trust and responsibility that is placed with them very seriously.
The Cornerstone team never tires of offering the same consistent fabulous service. My dealing over the last three years have been an absolute pleasure, nothing is too much effort and the team is efficient, professional and always eager to assist.
Paul and the team are certainly on top of their game and even in trying and difficult market conditions they support, assist and take care of my portfolio with attention to detail and personal service that I have previously not experienced from another company in this sector.
I’ve trusted Chanelle Taylor for many years and have not been disappointed, both Chanelle and Rethabile have gone the extra mile time and time again.
I would recommend their quality advice to anyone who appreciates sound professional knowledge and excellent personal service.
Cornerstone Financial Services is an outstanding financial service and advisory group.
Chanelle and Ronel have been assisting with our investments and are brilliant at keeping us in the loop.
I really appreciate the time taken to assess and really get to know and understand what you are looking for as a client.
There was a lot of research, time, and energy to find the right investment(s) for us. Chanelle and Ronel were also very honest and have been very truthful in terms of managing expectations and helping guide us through the process.
The staff at Cornerstone are always happy and willing to schedule a quick meeting or phone call if you have any follow-up questions and I feel that I am in very good, capable, and competent hands.
Cornerstone’s Service Delivery is second to none! They really take the needs of their clients to heart and actively manage your portfolio and constantly keep you up to date. I am so glad I was introduced to this great company and look forward to walking a very long road with them.
I have always found the Cornerstone team extremely helpful, as they always assist me expertly and answer all my questions. The response rate is also really impressive, and I always feel like I am in trusted, safe hands. The team also has a great skill in translating complex financial matters into terms that I can understand.
Our organisation has worked with Cornerstone for well over 10 years. As the HR manager of a 300+ staff, we want to compliment Cornerstone in assisting in many aspects, from our different funds through to our staff medical aid.
Cornerstone is always helpful and ready to assist with any needs we may have. Our employees range from high to low positions and the Cornerstone team ensures that the right package suits the right employee giving each individual the attention they need to make the right decision.
We can really commend them on their outstanding service, reliability and “can do” attitude.
This recommendation is written with extreme enthusiasm for the excellent services rendered by Cornerstone’s Healthcare division over the past 6 years. I am extremely satisfied with how professional and conscientious the staff are, always dedicated to resolving any query timeously! We look forward to a continued, mutually beneficial, business relationship going forward.
Dealing with insurance matters can be a benefit or a burden, especially in a large complex totalling 99 units. When dealing with stressful situations Cornerstone’s team have guided us to deal with issues effortlessly. Prompt and efficient communication is key at Cornerstone and when claims arise, it never feels like a task or burden. Prompt, diligent, friendly, well organised and on the ball are words that best describe our past dealings. Thank you Jaco and Cornerstone!
Cornerstone is simply fantastic. You and Liz in particular have been of great help, especially when you managed to bring down the premium for me. It’s refreshing to be acknowledged and to receive outstanding service all the time. Thank you, and I have no doubt that our relationship will continue in future.
The short term insurance services we receive are of excellent quality. Claims get submitted quickly and insurance policies updated on a regular basis. Ecomed Medical is very happy with the services Cornerstone is offering us.
If you require personal assistance from a company on your personal matters, Cornerstone Employee Benefits is the way to go.
Whenever you call, you are always treated like their only client. All queries are handled promptly and with the utmost professionalism. No matter if you are the receptionist or a director of the company. They know all their clients by name, which just adds to the personal level of service they provide.
I would strongly recommend Cornerstone Employee Benefits for that ease of mind that YOU matter and that your best interests are their only priority.
To whom it may concern.
In 2021, Redshift moved our accounting functions to Cornerstone Tax and Accounting Services. Chanel and her team assisted us with a seamless transition onto their systems and processes, supporting us every step of the way. I found Chanel to be the highest level of professionalism in terms of understanding our unique business and specific requirements.
Since the transition, we have been absolutely delighted by the professionalism, speed of service, dedication to quality and accuracy while being more than willing to assist us with ad hoc requirements. The Cornerstone team has enabled us to focus on our core business and trust that our accounting and tax compliance is in good hands. Cornerstone has certainly become a key partner for us as we continue to grow and expand the business and we are confident that they were the right choice for us on this journey.
I can highly recommend Cornerstone for any organisation seeking professional accounting and tax advisory services and a partner that can support a growing business.
Since our first venture in 2017, Chanel and I have been doing business and growing together. Chanel is an extremely competent and skilled individual with a hunger for progress and a desire to help clients. Her work ethic is rivalled by few and through difficult times she has supported us in ways that few of my suppliers ever have.
Since joining Cornerstone, it has become clear that their capacity to provide service has increased greatly. The expertise within the organisation is continually growing and the advice I am getting from them is rivalled by few. A recent accounting crisis has been sorted out swiftly, confidently, and without hesitation.
I can recommend Chanel and her team at Cornerstone for companies looking for a partner that is willing to go the extra mile for their clients.
