Cornish Wealth Management

It is estimated that about 85% of all Financial Planners are associated or owned by the banks and large financial institutions.

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 act for you and not for any life insurance company, fund manager or bank. We are committed to acting in your best interests and will further your interests as opposed to others. Our advice to you will be appropriate for your relevant circumstances and leave you in a better position. We are committed to you and your family.

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Financial Planning

Whether you set out to create wealth or preserve it, you need the right strategies and the right attention. The advice you seek must adequately reflect your desires and fears. Getting this advice right now, will ensure financial stability later in life. Our experience in this area is extensive.

Superannuation

The importance of superannuation cannot be overstated. No matter how old you are, superannuation will form the nucleus of your financial stability in retirement. Some of us may spend half our adult life in retirement, so it is imperative that you structure this product correctly. Out extensive product range ensures we have access to a fund which is appropriate for you.

Our Difference

  • Receive objective and realistic advice which is free from product provider influence.
  • Work with someone who is dedicated to you and your unique needs.
  • Get results – based on our knowledge, experience and determination to recommend the financial products and services that will bring their clients financial success.The quality of our service and attention to your individual financial planning requirements can only be fully appreciated by first-hand experience. We hope to be given the opportunity to provide that experience.

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.

Services We Provide

Cornish Wealth Management provide clients with a complete financial planning service for all their individual and business financial planning needs. We offer the experience and sophistication of a large, institutional firm, with a level of attention and client service only a boutique, employee-owned financial planning company can provide.

We are committed to acting in your best interests and will further your interests as opposed to others. Cornish Wealth Management is a Principal Member of the Association of Independently Owned Financial Planners (AIOFP).

We understand that each client has their own unique needs and that by consulting with us they give 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.

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Business Will

Partners in any business are like partners in a marriage. There is always a risk that things may not go to plan. Furthermore, the sudden death of a business partner can have severe consequences for family members, the surviving business partners and the business itself.

Life Insurance

 Provides financial protection against death, disablement and major illnesses. This type of protection is an important element in financial strategies. Events such as these can have a devastating impact on one’s objectives and security.

Mortgage Services

 A close association of Cornish Wealth Management provides mortgage services, enabling individuals and businesses to seek out an appropriate finance package which suits their situation. Experience and thorough research are important elements of this service.

Direct Property

The advisers at Cornish Wealth Management are able to discuss direct property as an investment option.

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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.

Request A Call Back

Would you like to speak to one of our financial advisors over the phone? Just submit your details and we will be in touch shortly. You can also e-mail us for any further concern.