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LET US WORK WITH YOU TO ACHIEVE YOUR FINANCIAL FREEDOM

LET US WORK WITH YOU TO ACHIEVE YOUR FINANCIAL FREEDOM

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FINANCIAL SERVICES

wealth

Wealth Creation and Growth

We work with lots of clients who know they want to take steps towards wealth creation but don’t know where to start.

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retirement

Retirement

It is imperative that people planning their retirement do some work to establish their cost of living and what other goals they have for retirement.

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asset protection

Family and Asset Protection

Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy.

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superannuation

Superannuation

Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning. Contact us today on 5777 3355.

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GPS PROGRAM

The GPS Program is driven by a passion for helping clients do something today that will get them where they want to be tomorrow.

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debt

Debt

When we talk about debt, we predominately talk about setting up efficient ways to manage your mortgage. We help people weigh up the best way to borrow.

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estate planning

Estate Planning

There’s more to estate planning than wills and superannuation beneficiaries. It’s about your financial legacy and what you want to achieve.

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aged care

Aged Care

Did you know that with the recent reforms to aged care, you may be up for $350,000 to enter an aged care facility, if and when the time comes?

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LEARN ABOUT OUR

GPS PROGRAM

The GPS Program is driven by a passion for helping clients do something today that will get them where they want to be tomorrow.

CORE SERVICES

GPS Cash Flow Program

The GPS Program helps you to do something today that will get you where you want to be tomorrow. We work with you to help determine where your money is going, what position you are in, and how you can achieve your personal finance goals.

Financial Planning Advice

Our services are built on the premise that no one has the same needs or circumstances and that a hands-on, customised approach to financial planning, advice and support is the only way to achieve the best outcome.

Mortgage Broking/Lending

In addition to our financial planning and important cash flow work, here at Fennell West we also operate a qualified mortgage broking service that specialises in home loans, refinancing and construction loans.

About Us

Fennell West was established to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.

With us, you don’t get handballed from the lending adviser, to the superannuation adviser, to the insurance adviser to the taxation adviser. We make managing your personal finance simple and straightforward.

Learn more

CORE SERVICES

GPS Cash Flow Program

The GPS Program helps you to do something today that will get you where you want to be tomorrow. We work with you to help determine where your money is going, what position you are in, and how you can achieve your personal finance goals.

Financial Planning

Our services are built on the premise that no one has the same needs or circumstances and that a hands-on, customised approach to financial planning, advice and support is the only way.

Mortgage Broking/Lending

In addition to our financial planning and important cash flow work, we also operate a qualified mortgage broking service that specialises in home loans, refinancing and construction loans.

About Us

Fennell West was established to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.

With us, you don’t get handballed from the lending adviser, to the superannuation adviser, to the insurance adviser to the taxation adviser. We make managing your personal finance simple and straightforward.

Learn more

MEET THE TEAM

We work side-by-side with you to help you achieve your financial freedom.

From managing debt to investments, superannuation,
retirement planning and personal cash flow, we help you get on track and stay there.

LATEST NEWS

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Finding the right financial adviser is simple if you just follow a few easy...

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Fives minutes with … David Jackson

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A LITTLE HELP CAN GO A LONG WAY

Just as a good coach will support you to be at your best, the...

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COMMUNITY

We strive to be good corporate citizens and play an active role in supporting community groups, clubs and events.

COMMUNITY

We strive to be good corporate citizens and play an active role in supporting community groups, clubs and events.

TESTIMONIALS

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