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Independent Perth Financial Planners

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.

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Our Difference

  • We are independent financial advisers. This means our advice is unbiased and not influenced by product providers.
  • We have a transparent financial advice fee structure. We charge flat fees, not a percentage of your assets, and we don’t receive any commissions or kickbacks.
  • We are solely focussed on Retirement Planning. The only clients we seek are either retired or planning for retirement.
  • We have Annual Client Agreements. You must actively renew this annual agreement and this prevents us from ever taking you for granted.

Dedicated

We make ourselves available, act professionally and are 100% committed to our financial planning Clients.

Knowledgeable

We continually study. We also observe and investigate the world for facts and ideas that can improve the wealth of our financial planning Clients.

Trustworthy

The well-being of our financial planning client is always at the forefront in our advice. We operate with the highest standards of integrity.
Certified independent financial adviser

Independent Financial Adviser logo

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Signatory to the

What's in a name ?

Cornish: As the principal financial adviser I, Chris Cornish, use my name as an indication that I stand by the advice I provide and take responsibility for it.

The Shield: Stylised from the actual Cornish banner, the shield represents protection and safety. The majority of our clients are heading towards retirement or already retirement. Protection is paramount to them.

Our Vision

To be the leading independent financial planners in Perth for self-funded retirees and those striving for a self-funded retirement.

Our Mission

We aim to be seen as the leading independent thinkers and operators in a conflicted financial world. We focus on our Client’s holistic needs rather than transactions and offer objective, tailored financial advice. We seek to understand what is important to our Clients and then be understood when making recommendations. Above all, we help Clients feel confident about their retirement plans.

Testimonials

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Graham B

Chris’s comprehensive and professional approach has ensured that all our hard work is protected, providing security and peace of mind. I feel very comfortable that my family’s future is as secure as it can possibly be.

Nancy S

I am very pleased with the attention to my financial needs and also the prompt response to my enquiries. They really show an interest in me and my well being.

David K

I have no hesitation in recommending Chris to any entity seeking the services of a competent and diligent adviser.

Gabrielle C – Mandurah

I am just so so grateful for having met you and had you do my super/pensions and for knowing such an honest, knowledgeable and reliable human being.

Eddie P – Como

That is excellent Chris and as usual, thanks for your excellent advice.

Daidre D - Carine

You do a great job, Chris.  We’re really grateful for your help in managing our finances.

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