Fennell West

About

Fennell West was established in 2015 to bring a new level of focus to personal cash flow – the most important factor in the pursuit of financial freedom. There is a mistaken belief that financial advisers only work with people who are well-off, with a focus on growing their existing wealth. This school of thought assumes people who are not well-off do not 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 puts the spotlight on cash flow to help you plan for wealth, lifestyle and retirement. Fennell West will advise you on important matters such as superannuation, property investments, shares and insurance – but cash flow comes first. If you’re not managing cash flow 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. We know it’s critical to plan well, execute, monitor and amend your plan regularly. This experience and ability to relate to clients who are going through similar stages in life, ensures that our focus is always on helping others get their finances set up for life. It is an approach that has seen Fennell West continue to grow and expand. With four offices now in Camperdown, Colac, Geelong and Warrnambool, we are helping more and more clients to get on track and stay there.