OUR CORE SERVICES
What We Offer
Wealth Management for Every Stage of Life
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
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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Our Team is Here to Help You
