50+
YearS Of
Success
Work.
GUIDING YOUR
WEALTH JOURNEY
With us, you don’t get handballed from the lending adviser, to the superannuation adviser, to the insurance adviser to the taxation adviser.
Our Approach
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.
Tailored Solutions
We build genuine, long-term relationships with clients, managing every process step personally. We ensure tailored solutions and consistent communication, focusing on client satisfaction and success.
Financial Strategies
Sometimes the industry gets in its own little world and thinks everyone understands the somtimes complicated strategies and functions of the finance system.
We take the time to help you learn and understand the philosophies we’re using to help you achieve and take ownership of your financial freedom.
Our Core Services
Financial Expertise, Tailored to Your Needs
GPS CASH FLOW PROGRAM
The GPS Program helps you to do something today that will get you where you want to be tomorrow. We work with you to help determine where your money is going, what position you are in, and how you can achieve your personal finance goals.
FINANCIAL PLANNING ADVICE
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 to achieve the best outcome.
MORTGAGE BROKING & LENDING
In addition to our financial planning and important cash flow work, here at Fennell West we also operate a qualified mortgage broking service that specialises in home loans, refinancing and construction loans.
Why Choose Us
Your Pathway to Financial Success
WEALTH CREATION & GROWTH
We work with a lot of clients who know they want to take steps towards wealth creation but don’t know where to start.
FAMILY & ASSET PROTECTION
Family and asset protection is a complex area that requires attention and planning as part of your overall financial strategy.
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.
SUPERANNUATION
Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning.
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.
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.
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.
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?
Happy Clients
Building Financial Futures, One Client at a Time
Ryan Fennell and the team at Fennell West, have provided an amazing level of client service throughout my time working with them over the last few years.
Ryan has helped me set realistic goals and implemented helpful strategies/tools to reach my goals on time, without having to compromise my lifestyle too much. It’s also been great to celebrate milestones with Ryan along the way, which has encouraged further action to the next goal!
Highly recommended.
We were headed toward retirement and still had no idea how we were ever going to retire with the lack of super and loans still in place. Catherine showed us many things we would never have known if we did it alone.
We have noticed a huge difference in our super in just a year. Saving money is an awesome feeling.
I would recommend Fennell West to everyone.
When we first contacted Jarrod Owen at Fennell West, we were running blind towards retirement, not knowing how we were going to cope. Jarrod has helped us make life changing decisions in a clear and caring way, including goal setting, financial planning and working within an achievable budget.
Thanks to Jarrod we now have peace of mind knowing where we are at now and what the road ahead is likely to look like.
We highly recommend Fennell West.
I had the need recently to change my Superannuation broker.
It was recommended to me that I see Jarrod Owen at Fennell West. He made me feel comfortable and was able to speak to me on my level. He made sure I was aware of every stage of the process he was doing.
I was very impressed with his staff also. Dealing with the professionalism of David was also a comfort.
I cannot recommend Fennell West highly enough, even though this company was a 2 hour round trip away and I live in a major city. I would not get this quality of service elsewhere as nothing was too much trouble and they were always so helpful.
Our Partners
Leading the Way to Financial Freedom
RYAN FENNELL
Partner & Financial Adviser
Shane west
Partner & Financial Adviser
jarrod owen
Partner & Financial Adviser
DAVID JACKSON
Partner & Practice Manager
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