Take control of your finances

Financial advice that will change your life.

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.

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Helping you to take control to achieve balance and success

Control

We will help you to organise your financial affairs, expand your financial knowledge and investment acumen and convert your goals and dreams into a financial plan to put you 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, like buying a healthy lunch. In other areas money is needed, like saving a little each week for a holiday. We work with you to identify where balance is needed and help you put in place a plan.

Success

Success is personal. At Fenwicke Financial success is about the size of your life, 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.

Hear from our clients

Tailored advice

Financial planning is much more than recommending good investments – it’s about truly working out what is important to you and putting in place a plan to make it happen. It’s personal, it’s educational, it’s ongoing and like most good things in life, it takes some effort.

Hear what our clients have to say about their experience with us.

Dale Druckman

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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