Fennell West in Camperdown, Victoria | Financial planner

Fennell West

Locality: Camperdown, Victoria

Phone: +61 3 5557 3355

Address: 19 Pike Street 3260 Camperdown, VIC, Australia

Website: http://www.fennellwest.com.au

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• Financial planner

25.01.2022 Cheers to the long weekend We hope you have a lovely extended break with the people you love most and with a few very warm days coming up maybe a trip to the beach is in order? We highly recommend beautiful Lady Bay in Warrnambool.... #FennellWest #FinancialFreedom

24.01.2022 Because we don't start working until our coffee does Happy Monday to all of our clients, collaborators, family and friends. The Fennell West team wishes you a great week ahead!... #FennellWest #FinancialFreedom

24.01.2022 : Ryan is an experienced Financial Adviser who holds a Bachelor of Commerce from Deakin University and is a Certified Financial Planner. Based in our Geelong office, he spent 3 years working in Geelong & Colac, 8 years working in Melbourne, most recently spending 5 years with the Public Trustee of Victoria.... Ryan genuinely enjoys helping provide clients with clarity and confidence around decisions about their financial future. He is excited about growing the Fennell West business in his home town and continuing to build connections in the local community. Ryan is married to Melissa, has a young son Jude and is a sports-loving Geelong Cats supporter. In his spare time he enjoys spending time with family and is a keen golfer. He says the best piece of advice he has been given is to, Work smarter, not harder. Cash Flow & Debt Management Wealth Creation & Growth Financial Planning Aged Care Retirement Planning Geelong High School Deakin University Bachelor of Commerce, Financial Planning & Finance Certified Financial Planner Financial Planning Association ' . #FennellWest #FinancialFreedom

23.01.2022 How lucky we are to share this beautiful country #FennellWest #FinancialFreedom

21.01.2022 : Jo joined the Fennell West team in July 2019 as a Finance Associate. Prior to joining Fennell West, she spent 10 years working in the banking industry. Jo says her interest in finance was sparked when she realised she could help people in need when it came to their banking needs. ... She describes her role as both challenging and extremely rewarding. Residential Home Loans Asset Finance Car Loans Catholic Regional College #FennellWest #FinancialFreedom

21.01.2022 : Rachael joined Fennell West in December 2018. She has worked in the Financial Services Industry since 2007 where she has spent time as a Risk Client Services Administrator and Co-ordinator. Rachael is married to Mick and has three children Jarryn, Bodhi and Jaymi. Some of her hobbies include netball, basketball and catching up with friends.... Her favourite piece of advice she has been given is: When you change the way you look at things, the things you look at change! Financial Planning Centrelink Risk Insurance Investments & Super Cert I & II in Office Administration ' . #FennellWest #FinancialFreedom

19.01.2022 That's the dream Wishing all of our clients, collaborators and friends a great weekend. #FennellWest #FinancialFreedom

17.01.2022 ? Like anything, sometimes it’s important to take a moment and assess your situation. With hundreds of different types of loans in today’s market, it is important to ask yourself if your loan is outdated or whether it is still the best option for you.... We know the market thoroughly and can often save our clients hundreds, if not, thousands of dollars in interest every year. ' . #FennellWest #FinancialFreedom

17.01.2022 All three of our partners - Ryan, Shane and Jarrod - are embedded in the Camperdown and Colac areas, and as such, a local focus, strong sense of community and a desire to form long-lasting relationships was something that was important for all. This local focus has been maintained throughout the business as Fennell West has grown into four locations encompassing Camperdown, Colac, Geelong and Warrnambool.... [Image via Colac Otway Shire] #FennellWest #FinancialFreedom

13.01.2022 An important part of our workplace culture is encouraging our staff to stay active, which is not only important for physical health but mental health too. There are lots of ways you can incorporate physical activity into your work day - from walking or riding to work to taking the stairs - and we also encourage our staff to get involved in local sports, classes and other activities. What are your favourite ways to get active?... #FennellWest #FinancialFreedom

12.01.2022 A little something to think about over the weekend #FennellWest #FinancialFreedom

11.01.2022 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. Read more: http://fennellwest.com.au/services/superannuation/ ' . #FennellWest #FinancialFreedom

10.01.2022 Goodbye 2020... Hello 2021! #FennellWest #FinancialFreedom

10.01.2022 Life is for living, not worrying about! Happy Hump Day #FennellWest #FinancialFreedom

10.01.2022 There have been some significant premium increases on insurance held through industry superannuation funds due to the number of clients who have had their insurance cancelled through inactive/low balance legislation, so now is a great time to undertake an insurance 'health check'. ? .... Get in touch today for more information. #FennellWest #FinancialFreedom

10.01.2022 ? There have been significant premium increases on insurance held through industry super funds due to the number of clients who have had their insurance cancelled through inactive or low balance legislation. This means that it is the ideal time for an insurance health check!... Get in touch to learn more #FennellWest #FinancialFreedom

09.01.2022 : For the month of November we held an in-house fitness challenge with our four offices split into two teams and all physical activity recorded by time spent. Here is the final tally:... : 187 hours & 02 minutes : 191 hours & 57 minutes [That's Geelong and Colac against Camperdown and Warrnambool, for those playing at home!] Congratulations to and special mention to Pete Williamson [pictured] for logging the most activity in total at 44 hours & 56 minutes. #FennellWest #FinancialFreedom

09.01.2022 For month of November we are holding an in-house fitness challenge with our four offices split into two teams, and including any form of physical activity - be it yoga, walking, golf, cricket, running or a home-gym session - with all activity to be recorded by time spent. The team with the most hours of physical activity logged by November 30 will be crowned the winner!... With one week to go here is where the teams currently sit: : 141 hours & 38 minutes : 136 hours & 18 minutes [That's Geelong and Colac against Camperdown and Warrnambool, for those playing at home!] Who are you backing in? #FennellWest #FinancialFreedom

08.01.2022 : Kelsey commenced her role as a Financial Planning Associate with Fennell West in February 2020. Prior to that she has worked in advertising and administration. Kelsey says her interest in finance was sparked when her family commenced Fennell West’s GPS Program and experienced its benefits first-hand.... A busy mum to three children, in her spare time she loves catching up with friends and family, as well as going out for coffee. Kelsey says her favourite piece of advice is: Always treat people the way you would like to be treated. Cash Flow Colac High School Got a question for Kelsey? Post it in the comments below. #FennellWest #FinancialFreedom

08.01.2022 It's going to be a hot one day Please stay cool, stay safe and if you plan on hitting one of the region's beautiful beaches, please do your part with regard to COVID-19 restrictions. #FennellWest #FinancialFreedom

06.01.2022 Where do YOU want to go? This question is at the heart of Fennell West’s GPS Program a proven system that has helped countless families achieve financial freedom.... You tell us where you want to go and we guide you there by putting you back in control of your finances. , , . That is, set your goals, stick to our expert plan and enjoy the success. Rather than talk about budgeting, we focus on working together to get your cash flow right. The GPS Program guides you on the path to a prosperous future so you can enjoy the things in life that really matter. More details here: http://fennellwest.com.au/gps-program/ #FennellWest #FinancialFreedom

06.01.2022 Food for thought #FennellWest #FinancialFreedom

06.01.2022 Although we are now off and running for 2021 we took the time to reflect on a crazy year and asked our staff: "What was the biggest lesson you learnt in 2020?" This one is from Financial Planning Associate Pete Williamson #FennellWest #FinancialFreedom

05.01.2022 We asked our staff: "What is the biggest lesson you learnt in 2020?" This one is from Finance Broker Jane Vaughan #FennellWest #FinancialFreedom

04.01.2022 Our services are built on the premise that no one has the same needs or circumstances and that a hands-on, customised approach to financial planning, advice and support is the only way to achieve the best outcome. ' . #FennellWest #FinancialFreedom

02.01.2022 Having originally worked together at the same firm in Colac, Ryan, Shane and Jarrod '' . They identified a number of gaps in the offering of existing financial advisory agencies and institutions, and looking for a balance not available in their current roles, Ryan and Shane took the plunge in 2015, and launched Fennell West in Camperdown. An agency that from the very beginning was dr...iven by a more holistic, relationships-based and solutions-focused approach to financial advice and wealth management, they set out to achieve their 'one point of trust' model, setting them apart from the perceived 'hand-ball' culture that for so long existed within the financial services industry. With Jarrod joining the team, and all three partners being firmly embedded in the Camperdown and Colac areas; a local focus, strong sense of community and desire to form long-lasting relationships were important for all. This local focus has been maintained throughout the business as Fennell West has grow into four locations, encompassing Camperdown, Colac, Geelong and Warrnambool. #FennellWest #FinancialFreedom