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OUR CORE 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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