By Shane West and Ryan Fennell, Directors
We established Fennell West to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.
Unfortunately, there is a mistaken belief that financial advisers only work with your existing wealth, to grow your wealth further and that if you are not well-off you wouldn’t need a financial adviser. Many of our competitors focus almost entirely on this side of our industry.
When people think about Fennell West however, they can be assured that a key focus of ours is on cash flow – whatever your financial position. We’re the guys putting the spotlight on cash flow to help you plan for wealth, lifestyle and for retirement.
We advise you on superannuation, property investments, shares and insurance as well, and that’s all important – but at the end of the day cash flow comes first for us. If you’re not managing cash flow well enough then you can’t do any of the other things successfully.
We’ve both moved through various stages of life where our financial focus had to evolve. From paying off credit cards and loans, to saving for our first house deposits, to having our 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 building a level of service for our firm it was important to us, as successful 30-something year-olds, to focus on helping others get their finances set up for life.
We’re passionate about helping people get on-track and stay there.