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ABOUT US

Fennell West was established in 2015 to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.

There is a mistaken belief that financial advisers only work with people who are well-off, with a focus on growing their existing wealth. This school of thought assumes people who are not well-off do not need a financial adviser. Many of our competitors focus almost entirely on this side of the industry.

When people think about Fennell West, however, they can be assured that a key focus is on cash flow – whatever your financial position. Fennell West puts the spotlight on cash flow to help you plan for wealth, lifestyle and retirement.

Fennell West will advise you on important matters such as superannuation, property investments, shares and insurance – but cash flow comes first.

If you’re not managing cash flow you can’t do any of the other things successfully.

The partners and staff of Fennell West have moved through various stages of life where their financial focus has had to evolve. From paying off credit cards and loans, to saving for first house deposits, to having that first mortgage, to getting married and starting families. We know it’s critical to plan well, execute, monitor and amend your plan regularly.

This experience and ability to relate to clients who are going through similar stages in life, ensures that our focus is always on helping others get their finances set up for life.

It is an approach that has seen Fennell West continue to grow and expand. With four offices now in Camperdown, Colac, Geelong and Warrnambool, we are helping more and more clients to get on track and stay there.

ABOUT US

Fennell West was established in 2015 to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.

There is a mistaken belief that financial advisers only work with people who are well-off, with a focus on growing their existing wealth. This school of thought assumes people who are not well-off do not need a financial adviser. Many of our competitors focus almost entirely on this side of the industry.

When people think about Fennell West, however, they can be assured that a key focus is on cash flow – whatever your financial position. Fennell West puts the spotlight on cash flow to help you plan for wealth, lifestyle and retirement.

Fennell West will advise you on important matters such as superannuation, property investments, shares and insurance – but cash flow comes first.

If you’re not managing cash flow well enough then you can’t do any of the other things successfully.

The partners and staff of Fennell West have moved through various stages of life where their financial focus has had to evolve. From paying off credit cards and loans, to saving for first house deposits, to having that first mortgage, to getting married and starting families, it’s critical to plan well, execute, monitor and amend your plan regularly.

When it came to establishing a level of service for Fennell West it was important for the directors, as successful 30-something year-olds ourselves, to focus on helping others get their finances set up for life.

Fennell West remains passionate about helping people to get on-track and stay there. There is nothing we love more than seeing our clients achieve their goals.

Meet the team
fennell west partners

With us, you don’t get handballed from the lending adviser, to the superannuation adviser, to the insurance adviser to the taxation adviser.

WHAT WE DO

Fennell West’s 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.

We build real relationships with our clients and manage the whole process personally.

Another thing that sets our service apart is that we don’t charge based on your net worth. A lot of advisers base their fees around a percentage of your superannuation total for example.

We work out your current financial position, where you want to be and talk through our fees based on your individual needs to ensure that everything we do adds value.

Sometimes the industry gets in its own little world and thinks everyone understands what are some pretty complicated strategies and functions of the finance system.

Because we don’t charge by the hour, we take the time to help you learn about and understand the philosophies we’re using to help you achieve and take ownership of your financial freedom.

Our focus is on seeing the equation from your perspective. We work with you to help determine where your money is going, what position you are in and how you might improve that through modifying the way you think and spend.

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’s 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.

We build real relationships with our clients and manage the whole process personally.

Another thing that sets our service apart is that we don’t charge based on your net worth. A lot of advisers base their fees around a percentage of your superannuation total for example.

 

We work out your current financial position, where you want to be and talk through our fees based on your individual needs to ensure that everything we do adds value.

Sometimes the industry gets in its own little world and thinks everyone understands what are some pretty complicated strategies and functions of the finance system.

Because we don’t charge by the hour, we take the time to help you learn about and understand the philosophies we’re using to help you achieve and take ownership of your financial freedom.

Our focus is on seeing the equation from your perspective. We work with you to help determine where your money is going, what position you are in and how you might improve that through modifying the way you think and spend.

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.

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