GPS PROGRAM
What is the GPS Program?
Your Pathway to Financial Success
Where do you want to go?
This question is at the heart of Fennell West’s GPS Program – a proven system that has helped countless families achieve financial freedom.
You tell us where you want to go and we guide you there by putting you back in control of your finances.
The process is simple – Goals, Plan, Success. That is, set your goals, stick to our expert plan and enjoy the success. Rather than talk about budgeting, we focus on working together to get your cash flow right.
The GPS Program guides you on the path to a prosperous future so you can enjoy the things in life that really matter.
Goals, Plan, Success
Where do you want to go?
GOALS
The GPS Program is straightforward and easy-to-follow. You set financial goals and we guide you towards achieving them. We focus on seeing things from your perspective and then working side-by-side with you to help determine where your money is going, what position you are in and how you might improve that through changing the way you think and spend. The overall goal is to put you in a greatly-improved financial position so you can do the things you want such as buying a home, starting a family, paying off your mortgage sooner, education, going on holidays or making investments.
PLAN
Having a solid plan around your finances makes controlling debt and saving money simple. Not only does this give you financial peace-of-mind but can reduce pressure and stress on your family and professional life. Through the GPS Program, we work with you to understand your specific needs and build a customised plan to suit your circumstances. We ensure your plan is easy to understand, simple to stick to, and will deliver results.
SUCCESS
The philosophy driving the GPS Program is our passion for helping clients do something today that will get them where they want to be tomorrow. No matter what your financial position, you can be assured that we will take the time and put in the effort so that you will achieve success. Whatever you want out of life, however you define success, achieving financial freedom will help get you there.
Our Core Services
Financial Expertise, Tailored to Your Needs
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
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
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
Fennell West can guide you with your superannuation investments, ensuring adequate retirement planning.
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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
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
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
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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