Welcome to
Fenwicke Financial

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.

CONTROL – BALANCE – SUCCESS

Control: We will help you to organise your financial affairs, we will help you to expand your financial knowledge and investment acumen and we will help you convert your goals and dreams into a financial plan to put you truly in control of your financial destiny.

Balance: Balance is the key to happiness. In lots of areas of life achieving balance is simply about good decision making; buying a healthy lunch, walking instead of catching the bus, socialising rather than watching TV. In other areas money is needed; saving a little each week for a holiday or saving throughout your life to facilitate a well-funded retirement. We will work with you to identify where more balance is needed in your life and help you put in place a plan for achieving this balance.

Success: Success is personal. For us success is about the size of your life and not just the size of your wallet. We work with clients to help identify what success in life is and put in place a plan for achieving this success.

What We Do

Tailored Advice

We spend time getting to understand your circumstances and objectives and provide advice that is tailored specifically to you.

Our Process

Our process is designed so that you are fully informed every step of the way.

Our Specialties

Fenwicke Financial is qualified to provide advice across the broad range of financial planning topics and has access to high quality technical research.

Our Clients

Our clients are linked by the common desire to improve their financial situation by implementing a financial plan.

Blog

CARE Australia Walk in Her Shoes

16.10.2017

We are taking the CARE Australia Walk in Her Shoes challenge from 16-29 October 2017! Our team, the Sole Mates, will be aiming to raise a combined total of $4,500 …

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The US Federal Reserve starts quantitative tightening

28.09.2017

Introduction The US Federal Reserve provided few surprises following its September meeting. While it left interest rates on hold, it confirmed that it will begin what it calls “balance sheet …

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Awards

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.

Sponsorships

Fenwicke Financial is a proud sponsor of the Sydney University Football Club

 

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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.

~ Anon

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.”

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~ Dale Druckman