core services
Estate Planning
Achieve Your Financial Freedom
What will happen to your assets when you are gone? Do you have any concerns about who could lay claim to your estate?
Who will make the important decisions if you are unable to?
Because we work closely with our clients and gain such a good understanding of their circumstances, we believe we’re best placed to help you answer these questions and get prepared.
Various studies suggest that less than half of Australians have a Will.
But there’s much more to estate planning than Wills, powers of attorneys and superannuation beneficiaries.
It’s about your financial legacy and what you want to achieve should you pass away.
One area where estate planning can get very complicated is when it intersects with aged care planning.
If for example a couple have left everything to each other and one passes away, the other person would inherit all the assets, potentially lose Centrelink benefits and their aged care fees would likely soar.
This is just one example of how estate planning can be impacted by the need for additional support and care as people get older.
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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