Financial Planning

Wealth Creation & 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

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 & Asset Protection

Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy. Don’t leave it too late.

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Superannuation

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

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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

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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Cash Flow, Not Budgeting

At Fennell West, we hate putting people on a ‘budget’ – we prefer to talk to our clients about their cash flow and where their money has gone.

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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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how can we help you?

Contact us at the Consulting WP office nearest to you or submit a business inquiry online.

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.

Chase Harty
Chace Harty
Director, 56 Bricks