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Build the life you love

Financial advice based on solid foundations. Lay the first stone of your successful financial future today.

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Rome wasn't built in a day, neither was your wealth.

We understand the value of hard-earned money. That’s why we know the success of your financial future relies on a solid foundation.

We’ve made it our mission to remove the stress and guesswork from building a sound financial future. In doing this, we want to lay the groundwork for busy professionals and retirees looking to better manage their wealth and financial well-being.

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Life Centred Planning

When it comes to building the life you love, we’ve created the process and resources you need to take the necessary steps towards your financial freedom.

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Foundation

They say a journey of a thousand miles starts with a single step, and in our case it starts with a strong financial foundation. If we get this right, the rest is easier. A solid foundation addresses cash flow, debt management, risk management and estate planning.

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Build

Upon a strong foundation we build wealth, and the goal is a quality asset portfolio that eventually frees you from working forever. Through practical experience we know what goes into making a safe and solid financial house that stands the test of time.

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Freedom

The answer to why we build wealth is freedom. The day you wake up and realise you don’t have to work. And with freedom comes choice - to do what you want, when you want. But maintaining the life you love can be tricky.

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Our Expert Team

Mark Bezemer

Co-owner and Senior Financial Adviser

Gavin Martin

Co-owner and Senior Financial Adviser

Maria Rivera

Financial Adviser

Cath Bezemer

Finance Manager

Troy Hosemans

Practice Manager / Paraplanner

Melissa Sow

Client Services

Isaac Jones

Client Services

"Just a note to say how pleased we are to have received your help. From our very first visit to your office we were made to feel that you were personally interested in our retirement planning. Your professional and friendly approach put us very much at ease. Although our financial portfolio was not as large as some, you never made us feel that we were 'small time' clients. Your advice was clear and easy to understand. We would be pleased to recommend your services to our friends and family."

Kevin and Lorraine

"Thank you for the reassuring information and comments in regard to the recent unpredictable behaviour of investment markets. Much appreciated. We feel blessed when competent and honorable operators like yourselves are managing our life savings."

Alex and Margaret

"Thanks for talking with us recently, and I wish again to say how grateful we are for your guidance."

Gary

Latest news

Are You Living Your Life On Purpose?

Why, day in and day out, do you do the things that you do? Because you have to? Because you want to? Because you’ve had the same routine for years and you’re used to it?
Read Article →

What is Your “Philosophy” on Insurance? Here’s What You Should Consider

Most people consider insurance an important part of their financial plan. But do you also have an insurance philosophy that you use to determine exactly how much coverage you need?
Read Article →

3 Ways to Know When You Are Ready to Retire

There’s a pretty good chance that your parents and grandparents retired just because they turned 65. Today’s retirement is a bit more complicated than that.
Read Article →
More articles

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Get in touch

  • 1300 275 428

  • +61 3 9840 2000

  • info@cornerstonewealth.com.au

  • Suite 2, 861 Doncaster Road
    Doncaster East, VIC 3109

By request

  • Level 9, 501 La Trobe Street
    Melbourne, VIC 3000

  • 1A Rhodes Corporate Park
    1 Homebush Bay Drive, Rhodes
    Sydney NSW 2138

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  • Important information
  • About Lonsdale

Cornerstone Wealth Group Pty Ltd, trading as Cornerstone Wealth
ABN 38 660 767 707
Corporate Authorised Representative No. 246934
Suite 2, 861 Doncaster Road
Doncaster East, VIC, 3109

Lonsdale Financial Group Ltd
ABN 76006637225
AFSL 246934

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