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Fennell West was established to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom.
Unfortunately, there is a mistaken belief that financial advisers only work with your existing wealth, to grow your wealth further and that if you are not well-off you wouldn’t need a financial adviser. Many of our competitors focus almost entirely on this side of the industry.
When people think about Fennell West, however, they can be assured that a key focus is on cash flow – whatever your financial position. Fennell West are putting the spotlight on cash flow to help you plan for wealth, lifestyle and for retirement.
Fennell West advise you on superannuation, property investments, shares and insurance as well, and that’s all important – but at the end of the day cash flow comes first. If you’re not managing cash flow well enough then you can’t do any of the other things successfully.
The partners and staff of Fennell West have moved through various stages of life where their financial focus has had to evolve. From paying off credit cards and loans, to saving for first house deposits, to having that first mortgage, to getting married and starting families, it’s critical to plan well, execute, monitor and amend your plan regularly.
When it came to building a level of service for Fennell West it was important, as successful 30-something year-olds, to focus on helping others get their finances set up for life.
Fennell West are passionate about helping people get on-track and stay there.