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Your Reliable Partner for a Secure Retirement
Cornish Wealth Management is a team of experienced and passionate Perth-based financial planners dedicated to guiding individuals towards a comfortable and secure retirement. Established in 2010, we hold an Australian Financial Services Licence and operate with the highest ethical standards.
What Sets Us Apart
We are independent financial advisors, meaning our advice is unbiased and serves your best interests. We have a transparent financial advice fee structure, charging flat fees rather than commissions, and we never accept kickbacks from any financial institutions.
Our Expertise
We specialise in retirement planning, assisting both those actively planning for retirement and those already in retirement. Our services include:
- Retirement planning and strategies:
- Assessing your financial situation and retirement goals
- Developing a tailored plan for maximizing your superannuation contributions
- Choosing the right investments for your retirement savings
- Planning for the withdrawal of your superannuation in retirement
- Superannuation and investments:
- Guiding you through the complexities of superannuation legislation
- Exploring various investment options to align with your financial goals
- Regularly reviewing and adjusting your portfolio for optimal performance
- Financial planning for retirees:
- Maximizing your government benefits
- Addressing age-related financial concerns
- Creating an estate plan that aligns with your retirement goals
Driven by Knowledge and Transparency
We stay updated on the latest industry trends and regulations to provide you with the most informed guidance. We operate with open communication and transparency, providing clear explanations about your financial plan and costs involved.
Our Commitment
At Cornish Wealth Management, we are committed to:
- Client-centered approach: We prioritize your needs and goals, working collaboratively to find solutions that best suit your circumstances.
- Integrity and ethics: We adhere to the highest ethical standards, upholding the trust our clients place in us.
- Continuous improvement: We constantly learn and evolve, constantly seeking ways to enhance our services and provide you with the best possible outcomes.
Customer Feedback on Avant Financial Planning Services
Positive Feedback
The majority of customers have expressed satisfaction with the service provided by Avant Financial Planning. Key aspects include:
- Honest and Independent Service: Clients appreciate the honest approach and independence from banks, which allows for tailored recommendations based on their needs and preferences.
- Personalized Attention: Avant is praised for putting clients' interests first and providing personalized attention to their financial planning needs.
Negative Feedback
There are no negative comments provided in the given reviews. All customers have expressed satisfaction with the service and attention they received from Avant Financial Planning.
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