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Fenwicke Financial Services

Fenwicke Financial Services is a professional financial planning firm. We help clients take control of their financial affairs so that they can live life with the balance they desire. For us, success is about the size of your life not the size of your balance sheet.

We are investment specialists, however this is only a small part of our offering. We help clients to:
•    Clarify their values and future vision
•    Assist and protect their families
•    Protect and enjoy their lifestyles
•    Achieve financial comfort
•    Plan for expected and unexpected change
•    Build a legacy

Fenwicke Financial Services provides advice to a broad range of clients from young professionals and sports people through to self funded retirees.

The firm’s principal, Jim Fenwicke, is a member of the Financial Planning Association of Australia (FPA) and advice is provided with honesty, fairness, diligence, competence and at all times placing client’s interests first.

Jim was recognised for the quality of his practice in 2011 being awarded the FPA Best Practice Awards Associate Financial Planner Professional – National Winner.



www.pointwealth.com.au

Fenwicke Financial Services is part of the Point Wealth Advisers which is licensed by Genesys Wealth Advisers Limited AFSL 232686


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