Jim is passionate about helping people to achieve their lifestyle goals and life ambitions. Modern living distracts people from what is really important to them, and robs them of the time needed to make increasingly complex financial decisions. Jim works with clients to build the financial resources they need to achieve a better balance between what they have to do and what they would prefer to do.
I have been very happy with the advice and management that Jim has provided to get my financial affairs, insurance and estate matters sorted.
Jim is great to deal with. Honest, trustworthy and after each meeting I leave feeling that I am in safe hands and that he really cares about our investments.
Jim is an excellent adviser who tailors his advice to your particular needs and goals.
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.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2009
- Years of experience 13
- Graduate Diploma of Applied Finance and Investment
Fenwicke FinancialSuite 2620 Level 26, 100 Mount St
North Sydney, NSW 2060
- 9:00am – 5:00pm Monday – Friday
Fenwicke Financial Services Pty Ltd