We are ‘fee for service’ independent Perth financial planners who specialise in retirement planning. Our clients are either retired or actively planning for retirement, and we appreciate that by seeking wealth management advice from us, they are giving us their trust and confidence. In return we ensure a full understanding of their position before carefully considering the options available and making any financial planning recommendations.
Established in 2010, Cornish Wealth Management is different to many financial planning practices as through CWM Perth Financial Planning it holds its own Australian Financial Services Licence (436740). This licence is issued by the Australian Securities and Investments Commission (ASIC). Cornish Wealth Management acts for you and not for any life insurance company, fund manager or bank. We are committed to acting in your best interests and we understand that each and every client has their own unique needs and objectives.
We also welcome providing one-off financial advice.