EXCELLENTTrustindex verifies that the original source of the review is Google. I am a self-funded retiree and met with Chris to discuss some superannuation matters. I found him to be very knowledgeable and helpful. He was able to explain in layman terms the information that I needed. Would definitely recommend.Posted on GoogleTrustindex verifies that the original source of the review is Google. Finally I found a financial advisor who isn't selling their own products! Chris is truly an independent financial planner who listened carefully to our wishes and took the time to understand our goals. The plan he has developed for us is straightforward to implement and thoughtfully structured to maximise our assets, providing greater financial security. We really appreciate his professional, personalised approach and would happily recommend Chris to anyone looking for independent financial advice.Posted on GoogleTrustindex verifies that the original source of the review is Google. We’ve utilised Chris’s services on a number of occasions and have always felt that we received honest, impartial advice. Chris takes the time to listen and carefully considers your individual circumstances before making his recommendations. He also provides alternative strategies that take into account your personal risk tolerance, allowing you to make informed decisions with confidence. We highly recommend Chris for his professionalism, knowledge and personalised approach.Posted on GoogleTrustindex verifies that the original source of the review is Google. Met with Chris yesterday for some general advice about financial issues and Superannuation. Found him to be knowledgeable and easy to talk to. He was happy to answer my questions and explain any aspects I didn't grasp. A very positive experience and I happily recommend him.Posted on GoogleTrustindex verifies that the original source of the review is Google. I found Chris to be extremely honest and helpful. He explains things in a step by step manner making you feel comfortable with the process.Posted on GoogleTrustindex verifies that the original source of the review is Google. Aren't all financial advisors the same? No not really! I am not an expert in financial advice, but I am a different variety of career professional who has always used my experience to help people to the best of my ability. This is what I saw in Chris Cornish. This is what you need to know when you choose your financial advisor. Thanks for your time and advice Chris, we'll see you again!Posted on GoogleTrustindex verifies that the original source of the review is Google. Chris was straight away a person who you felt was there to help you with your finances and had no hidden agenda. Made you feel more comfortable about your financial position.Extremely helpful. ThanksPosted on GoogleTrustindex verifies that the original source of the review is Google. Thank you Chris. Our meeting was very productive. We can now see a clear pathway to achieving our future financial security. We felt comfortable and confident with you and your financial services We will be recommending your business to our family and friends. Lovely to meet you. Anthony&Lisa.Posted on GoogleTrustindex verifies that the original source of the review is Google. Our meeting with Chris was informative and easy to follow. We are downsizing and sought a financial appraisal. A few discrepancies that we were unaware of were pointed out and guidance given. The 'Downsizer Contribution to Superannuation' options were explained and excellent direction given. Very impressed with his understanding, delivery, manner and every confidence in Chris. Thank you!Posted on GoogleTrustindex verifies that the original source of the review is Google. Chris kept everything simple and his confirmation of our pathway was very reassuring ...Would highly recomendVerified by TrustindexTrustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
Committed to
partnering with you
for years to come
Our Goal
Above all, we always put our clients interests first.
We aim to be the leading independent financial planners in Perth for self-funded retirees and those striving for a self-funded retirement.
To provide the best advice by truly understanding our client’s objectives, by being independent and by having few limitations on the products/solutions we can access.
To operate with the highest level of integrity by eliminating product sales, commissions, percentage based fees, and the one-size-fits-all approach.
To provide the best service by being professional, available, discreet, and responsive to our client’s needs.
It would be our honour to partner with you on your journey throughout retirement.
Chris Cornish
MBA (Finance), B. Comm (Econs & Financial Planning),
Adv Dip FS (FP), Dip FS (F/MB mgt), Grad Dip Corporate Governance.
Financial Planner – AR 312021 Financial Services Guide
Adv Dip FS (FP), Dip FS (F/MB mgt), Grad Dip Corporate Governance.
Financial Planner – AR 312021 Financial Services Guide
Chris has an extensive background of over twenty years in the financial services profession and has previously been employed by one of the big four banks and an accounting firm where he ran their financial planning division. He is listed on the Financial Adviser Register.
Chris is a strategies focused financial planner who communicates complex subjects in simple terms. He is a frequent finance commentator on Channel 9 News and some of his segments can be found here.
Accredited in all aspects of advice, Chris continues to keep abreast of changes by attending regular financial planning education seminars, building a professional network of associates, constantly reviewing legislative changes and the opportunities and/or challenges they may present.
