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WEALTH CREATION AND GROWTH

Transitioning from a single source of income to actively seeking wealth with multiple sources of income can be a daunting time.

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

It begins with a relationship, communication and thorough personalised planning. We ensure our clients understand the strategies we use to create wealth opportunities.

Turning bad debt, such as a home loan that is not tax deductible, into good debt such as an investment property, which is tax deductible, is one example.

When we talk about clients who are successful, financially, they generally have their employment income and at least one other source of income.

Whether that’s equity in another business, an investment property, a share portfolio or something else depends entirely on the individual’s circumstances.

More often than not, someone with active wealth aspirations has a goal to acquire assets that at some point in time will allow them to fund an income that improves their lifestyle.

It might be they want to reduce or cease their employment, for a spouse to drop their job or even early retirement.

At Fennell West it starts with getting cash flow right and then running at a profit.

At that point when you have reliable data around your financial position, you might decide to pay the mortgage down more or do something else with that money such as commencing your wealth creation.

WEALTH CREATION & GROWTH

Transitioning from a single source of income to actively seeking wealth with multiple sources of income can be a daunting time.

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

It begins with a relationship, communication and thorough personalised planning. We ensure our clients understand the strategies we use to create wealth opportunities.

Turning bad debt, such as a home loan that is not tax deductible, into good debt such as an investment property, which is tax deductible, is one example.

When we talk about clients who are successful, financially, they generally have their employment income and at least one other source of income. Whether that’s equity in another business, an investment property, a share portfolio or something else depends entirely on the individual’s circumstances.

More often than not, someone with active wealth aspirations has a goal to acquire assets that at some point in time will allow them to fund an income that improves their lifestyle. It might be they want to reduce or cease their employment, for a spouse to drop their job or even early retirement.

At Fennell West it starts with getting cash flow right and then running at a profit. At that point when you have reliable data around your financial position, you might decide to pay the mortgage down more or do something else with that money such as commencing your wealth creation.

WANT TO BUILD WEALTH WHILE MAINTAINING YOUR LIFESTYLE?

CONTACT US

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help guide them on the path to financial freedom.

TRUST

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

RESULTS

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

WHY CHOOSE US

You can trust Fennell West to work in partnership with you to achieve your financial goals.

EXPERTISE

Our experience, knowledge and passion ensures clients get the most up-to-date and accurate advice to help guide them on the path to financial freedom.

TRUST

Trust, discretion and understanding are at the heart of everything we do at Fennell West as we work in partnership with our valued clients.

RESULTS

Fennell West has a proven record of delivering life-changing results to people wanting to take control of their financial future and reap the benefits.

OTHER FINANCIAL SERVICES

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. Don’t leave it too late.

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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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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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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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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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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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