Fenwicke Financial forms deep and enduring relationships with clients, working with them to take control of their financial affairs, to reduce sources of financial stress, and to increase their sense of financial security and prosperity.
Fenwicke Financial is a professional financial planning firm based in North Sydney. 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 just the size of your wallet.
What We Do
2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around
Introduction The past financial year saw solid returns for investors but it was a story of two halves. While the December half year was strong as global share markets moved …read more
Trade war risks are escalating – but a negotiated solution remains most likely
Introduction The threat of a full-blown trade war has escalated in the last few weeks with the G7 meeting ending in disarray over US tariffs on imports of steel and …read more
Financial Planning Association Best Practice Award for Certified Financial Planners – NSW winner 2014
The Financial Planning Association is the peak body for financial planners in Australia and at the November 2014 annual conference Jim was named as the NSW winner of the Best Practice Award for Certified Financial Planners. The process involved a review of advice given, adherence to the Code of Ethics, a review of my business model and fee structure as well as some client testimonials. Jim is very proud of this achievement and the confirmation that the service he provides is best practice within the financial planning profession.
New Practice of the Year – 2013/14
Fenwicke Financial, as a member of Lumix Wealth, was named the National Winner of the 2013/14 Financial Wisdom New Practice of the Year beating about 15 other practices in the process. It was very satisfying to see how we measured up to the award criteria and reinforced our belief that we are efficiently and reliably providing a valuable service to our clients.
Financial Planning Association Best Practice Award for Associate Financial Planners – National winner 2011
Associate Financial Planners are members of the Financial Planning Association who are studying to become Certified Financial Planners. This award offers recognition that the winner is operating a professional financial planning practice of the highest standard.
Jim provides excellent advice that is tailored to your actual circumstances. He takes the time to determine what your needs are and to identify important issues and opportunities you may not have considered (but you need to). He is proactive and professional and I have no hesitation in recommending his services.
~ Michael Sharp
I must admit my share portfolio was a mess. I found Jim’s advice invaluable. He was instrumental in helping me understand that a good portfolio covers a diverse group of shares and some cash in case of emergencies or for good buying opportunities. I am now much more confident and understand my options and my portfolio much more fully.
~ Nellie Dawes
Jim’s approach to our financial situation was extremely thorough and left us feeling confident and in safe hands. He created easy accessibility to our portfolio, allowing an up-to-date snapshot of our finances online. Also, regular contact from Jim helps us to tweak our investments in response to the moving markets. While no one can predict the future, we are very comfortable with the current situation.
~ Robin Freedman and Lori Flekser
Jim brought all of our financial matters into order, so now we can easily see where we stand. He’s also got a good understanding of our risk profile and financial goals. I’m confident in Jim’s advice, because he explains clearly why it makes sense in the broad scheme of our current position and future goals.
Jim was very pro-active in helping Fiona and I step back and look at the bigger picture of our finances and where we wanted to head with our investments. We now have a much clearer understanding of what we need to focus on to reach our family goals. In addition, it is very comforting to know that if the worst happened we have comprehensive contingencies in place and a trusted adviser who does and would continue to look after our families best interests.
~ Wayne Spice
Jim is a smart, honest, straight forward advisor who is completely trustworthy and insightful to individual circumstance. We have found his advice to be complete, accurate and optimal in our investments. He treats our money as his own. Nobody is more trustworthy and diligent and we would recommend him to anyone wanting the most from their investment dollar.
~ Brad & Danah Pillinger
Jim single-handedly has radically impacted my view of the financial planning industry. Upfront he is clear about the methods he use, about his views on risk diversification and about his determination to create a strategy and stick to it. He listens carefully and is able to bring clarity to his client’s jumbled thinking, rationally dealing with suggestions, and in an inclusive manner coming to mutually agreed goals. He is focused on the long term, while at the same time making provision for major cash inflow or outflow requirements.”