Working with a small number of select clients, the staff at Fenwicke Financial help clients to:
- Make confident investment decisions
- 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
Jim is the member of the Boutique Financial Planning Principals Association which gives us access to the knowledge and experience of other financial planning professionals, which assists us with strategy formulation, portfolio construction and management.
Fenwicke Financial operates under its own Australian Financial Services Licence which put our clients in the enviable position of having a relationship with a small business that cares deeply about them and the outcomes they achieve. Fenwicke Financial engages in a range of support services from market leading companies in vital areas such as investment research and technical support to help us stay abreast of continual changes in tax, superannuation and aged care.
The firm's principal, Jim Fenwicke, played with the club from the mid 80's to the mid 90's, and understands that success comes from good planning, passion, hard work and being part of a great team. At Fenwicke Financial we understand that supporters and past players of this great club have carried forward the same high standards and work ethic on display at SUFC into their business and professional careers, and like SUFC have achieved great success. While everyone has a different definition of success, a common element will be the balance achieved between one's career and family/social life. At Fenwicke Financial we work with our clients to take control of their finances so that they can live life with the balance that they desire. We invite players, past players and supporters of the club to call us to arrange an obligation free chat to discover if we can create a financial plan to help restore the balance to your life.