core services
Retirement
Achieve Your Financial Freedom
Retirement should be one of the most exciting times of your life. You’ve worked hard and it’s time to enjoy the fruits of your labour. So how much do you need to survive?
This is an important question, but it’s not as important as ‘how much do I spend now?’.
Pre-retirees are one of the most common customers of our ‘cash flow’ service. 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.
Once we work out your spending habits, your retirement plans and goals, it’s easy to formulate how much money you’ll need to enjoy life on a passive income.
When your employment income is gone, you’ll need a pool of assets to draw on and superannuation is a big one for most people.The balance between running your investments through your superannuation for taxation benefits and maximising your Centrelink entitlements can be tricky.
With the Government-assisted pension age getting further and further away there is more emphasis on people being able to stand on their own two feet.And if you’re planning on retiring before you’re 60, you’ll need a plan for how to get across the gap to when you can access your superannuation entitlements and Centrelink.
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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