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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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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Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy.
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Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning. Contact us today on 5777 3355.
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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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There’s more to estate planning than wills and superannuation beneficiaries. It’s about your financial legacy and what you want to achieve.
show moreThe GPS Program is driven by a passion for helping clients do something today that will get them where they want to be tomorrow.
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.
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.
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.
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.
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.
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.
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.
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.
Finding the right financial adviser is simple if you just follow a few easy...
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Just as a good coach will support you to be at your best, the...
Read moreWe strive to be good corporate citizens and play an active role in supporting community groups, clubs and events.
We strive to be good corporate citizens and play an active role in supporting community groups, clubs and events.
“Fennell West was the first point of contact for our small business start-up. Ryan worked very closely with our team to make our dreams become a reality. We continue to have Fennell West supporting us in building our company and achieving our business and personal goals.”
“We find using Fennell West’s services is a really positive move for our family. They take the pressure off us when sorting through the financial side of things, which has been a big weight off of our shoulders. Ryan always makes the process very transparent and works with you ensure you are working towards your goals. All staff are friendly and super helpful, and it is very reassuring knowing you have a point of contact if any issues or changes arise. We couldn’t recommend highly enough.”
“Fennell West has helped us achieve our long and short-term goals with realistic and effective solutions. We own a small business and have a young family so it can be tough to find balance. Shane understands this and our financial structure accommodates this from paying bills to making sure mum and dad get a fab night out occasionally too!”
“We entrusted our financial future to Fennell West over two years ago and have been more than happy. The process of becoming a SMSF was made so much easier thanks to their expertise.”
“They take out the guess work and put you on the right track. I recommend Fennell West to all my family and friends.”
“We are so grateful to Shane and the team at Fennell West for their ongoing down-to-earth and expert advice. Not only can we now sleep at night, knowing that our finances are in the best hands … we can now dream big of what the future may hold for our young family of 5! Apparently a boat is on the horizon! One day!”
19 Pike Street, Camperdown, Victoria, 3260
58 Hesse Street, Colac, Victoria, 3250
255 Moorabool Street, Geelong, Victoria, 3220
118 Koroit Street, Warrnambool, Victoria, 3355
