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.
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.
Services
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.
This fee covers an initial meeting with you, the time we take to research your existing situation, determine our independent tailored advice, produce the Plan and then present the Plan to you. Whilst not always required, if we have recommended an investment or superannuation portfolio, in most instances clients do value our Annual Service Agreement.
We are grateful that you have taken the time to visit our wealth management advice website. Whether you are here because you googled "perth financial adviser near me" or because were referred from one of our existing financial advice clients, we hope you now have a solid understanding on the financial planning services offered, our points of difference and our financial advice fee structure.
