core services
Superannuation
Achieve Your Financial Freedom
A lot of people are under the impression that they have no investments, but inside a superannuation portfolio, everyone is invested in property, shares, term deposits and more.
A common misconception is that superannuation funds are one-size-fits-all and that you get one off-the-shelf and ‘it is what it is’.
The reality, however, is there are a plethora of different investment options available for everyone inside their own existing funds
– let alone other funds.
It’s a matter of setting up your fund so that you can maximise your retirement benefit.
Putting aside small amounts all the way through your working life is generally much easier than trying to put a lot away in the last 10 years, but everyone is different, and we are careful to tailor client’s contributions to best suit their financial goals and objectives.
We always ensure our clients know what the investment philosophy is for their retirement fund. It’s important to be well informed and a good test is whether you could explain the philosophy of your fund to someone else if they ever asked.
If you think you haven’t paid enough attention to your superannuation over the years, take some comfort knowing that you are not alone.
It is one of the most overlooked and disregarded possessions people have.
Particularly relevant to the current generation is the location and consolidation of multiple superannuation accounts. You might have had a job at school, then at university and might have had two, three or even four full-time jobs since.
Unless you’ve been diligent along the way, you most likely have multiple accounts and are paying multiple sets of fees.
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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