About Us

About Fennell West

Your Pathway to Financial Success

Established in 2015, Fennell West focuses on personal cash flow, essential for financial freedom. Many believe financial advisers only serve the wealthy, focusing on growing existing wealth, but Fennell West challenges this by emphasizing cash flow for all financial standings.

They help clients plan for wealth, lifestyle, and retirement, offering advice on superannuation, property investments, shares, and insurance, with cash flow as the main focus. The team’s firsthand experience managing different financial stages—paying off loans, saving for a house, and starting families.

This client-centric approach has fuelled their growth, expanding to four offices in Camperdown, Colac, Torquay, and Warrnambool, helping more clients achieve financial stability.

Fennell West’s commitment to cash flow management ensures clients are well-equipped to handle their finances successfully, breaking the misconception that only the wealthy need financial advice.

What we do!

Simplifying Finance, Empowering You

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.

We build real relationships with our clients and manage the whole process personally.

Another thing that sets our service apart is that we don’t charge based on your net worth.
A lot of advisers base their fees around a percentage of your superannuation total for example.

We work out your current financial position, where you want to be and talk through our fees based on your individual needs to ensure that everything we do adds value.

Sometimes the industry gets in its own little world and thinks everyone understands what are some pretty complicated strategies and functions of the finance system.

Because we don’t charge by the hour, we take the time to help you learn about and understand the philosophies we’re using to help you achieve and take ownership of your financial freedom.