Financial Advice

Why get financial advice?

Let’s work together and create a plan that make your dreams achievable.

  • What is it you really want to do?
  • When do you want to do it?
  • How much will it cost?
  • Can you afford it now?
  • If not now, when will you be able to afford it?

Financial Advice Services.

We aim to guide you towards achieving your life goals and ensuring financial security for your retirement. Our approach is designed to seamlessly transition you from your working years to retirement, ensuring the economic well-being of your family with thorough preparation.

A robust financial plan entails preparing for unforeseen circumstances, ensuring your family, assets, and income are safeguarded. Insurance plays a vital role in providing this protection, offering peace of mind in times of uncertainty. Let’s discuss how we can improve your financial security together.

A lot of our clients opt for a self-managed super fund (SMSF) to invest their superannuation. Our financial planners offer strategic investment advice for your SMSF. We have accredited expertise at every level: investment, taxation, and administration.

We’re here to assist you in making informed decisions when it comes to investing in managed funds, superannuation, and property that align with your goals and priorities. Let’s find the options that make the most sense for you.

As part of our financial planning process, our financial advisors take the time to understand your current financial situation. We’ll chat with you to figure out your investment goals and how much risk you’re comfortable with. Then, we’ll build a custom investment plan just for you.

No matter where you are in your career journey – whether you’re climbing up the ladder, easing into retirement, or already there – we’ve got your back. Let’s work together to craft a superannuation strategy that suits your situation and makes sure you get the most out of your benefits.

Many people don’t realise they could be saving big bucks with some smart debt-reducing strategies. We’re here to help with that. Whether it’s finding ways to trim down existing debt or setting up a budget to smooth out those cash flow hiccups, we’ve got your back. Our goal? To hook you up with a plan and structure that’ll help you crush your financial goals. Let’s chat about it.

Our team of Centrelink financial advisors are equipped to help a wide range of individuals, including youth, students, unemployed individuals, families, carers, parents, individuals with disabilities, and retirees, in maximising their government benefits. Our approach ensures that we maximize these benefits without compromising on any other long-term wealth creation strategies.

Our Centrelink Financial Planners can help:

  • Maximise your retirement benefits and entitlements:
    – Aged Pension
    – Seniors Health Card
  • Gain entitlements for the Low-Income Health Care Card
  • Family Tax Benefits, Paid Parental Leave 

Our financial advisers specialise in helping families transition a loved one from home or hospital into aged care. We evaluate your unique aged care needs and see exactly how we can help you ease the burden, minimise aged care fees and maximise social security benefits.

Estate planning tends to be one of those things people push aside or avoid thinking about, but it is something everyone should tackle and get sorted.

No matter where you’re at, we’re here to help. Our financial advisors can assist with various services tailored to your needs. It’s all about making sure your wishes and interests are safeguarded. Let’s work on it together.

Meet the Team.

Sam Rawson Principal | CA Accountant

Harro Wennrich

Certified Financial Planner CFP©

Sam Rawson Principal | CA Accountant

Jeremy Morrison

Certified Financial Planner CFP©

Sam Rawson Principal | CA Accountant

Jared Casement

Certified Financial Planner CFP©

Naf Goris

Naf G

Operations Manager

Suzanne Wood

Client Services Manager

Jenny McLellan

Jenny McLellan

Receptionist and Administration

Life Stages.

We recognise that over your lifetime, the focus of your financial goals will change, and with this, so will your financial strategies. We’ll help tailor a plan and provide you with sound advice so you are ready for the life stages ahead of you.

Wealth
Starter

Ages 18 – 35

Starting a savings plan

Protecting your income

Managing your debts

Buying your first home

Wealth
Accumulator 

Ages 30 – 45

Protecting your family

Building a portfolio

Paying for education

Building superannuation

Wealth
Maximiser

Ages 40 – 60

Setting retirement goals

Reducing your tax

Estate planning

Managing your super

Wealth
Manager

Ages 60+

Funding your retirement

Centrelink entitlements

Aged care

Making savings last

Book a Discovery Meeting.

Our Discovery Meeting is designed to help you see your potential. It’s a great chance to speak with an expert financial planner and explore your options and strategies.

  • We get to know you.
  • Understand your dreams and goals.
  • Action list after your session.

What our clients say.

“Wouldn’t have a roof over my head.”

I have known Harro since it was recommended (after taking-out a hefty mortgage as a single mother) that I see a financial advisor. It was the best advice I could have ever heeded. Harro consolidated my superannuation, set me up with one of the best Income Protection and TPD policies available, along with some Trauma cover. Thank goodness I did! In 2015, just a year after Harro had organised all of my finances I was diagnosed with a debilitating, incurable and progressive disease! Money and financial support was one thing that I need not worry about, as Harro had this sorted. I could focus on my diagnosis without financial stress, as he managed the claims keeping me in the loop on a regular basis.

I wouldn’t have a roof over my head and been able put food on the table if it weren’t for the advice that Harro had provided me. Today, 5 years on I still see Harro. He helps me with my tax & ongoing financial advice, and is always ringing me just to see how I am. I’d hate to think where I would be (or if I’d even still ‘be’) if it weren’t for his hard work, knowledge, dedication and compassion. I couldn’t recommend him enough.

Sam

"Meticulous."

We couldn't be happier with the financial advice we have received from Harro at First Wealth. Harro is meticulous, professional and a pleasure to deal with, looking forward to a long and rewarding relationship for us and Harro.

Mark 

"Very pleased."

We have been very pleased with Jared Casement would have no hesitation in recommending FAW to other parties interested in self-managed super funds, or in fact, in seeking financial advice during their working lives and as they prepare to transition into retirement.

John

"Caring and Understanding."

Outstanding advisor, Jeremy Morrison thank you. Caring, understanding, professional and providing outstanding advice and ongoing support. We couldn’t have been in safer hands as we transition to retirement and look forward with confidence to financial security over the coming years.

Angela

"Happy and Comfortable."

Jared Casement has provided us with Self-Managed Super Fund advice for over 10 years, during which time we have appreciated his advice and heeded same to our steady benefit. Our Fund is travelling well, and we are very pleased with our position after the 12-year life of our fund.

Very happy and comfortable with Jared and First Avenue.

John and Daphne

"Financially Savvy."

My husband and I have used Harro Wennrich through all steps of our financial life cycle to date including when we bought our first investment property, our family home, our superannuation funds and more recently our estate plan.

We highly recommend using Harro Wennrich and First Avenue Wealth for professional, financially savvy and strategic advice. Not to mention, Harro and the team are approachable, responsive and open to answering all your questions.

Sheeren

"Peace of Mind."

Harro’s genuine concern, empathy and professional understanding for my illness were welcomed at a very tough time and his professional approach to all matters relating to the processing of the claim was expedited without delay.

He contacted the insurers on my behalf and promptly followed through with all queries and concerns I may have had with utter clarity and thoroughness. All of which gave me peace of mind when it was most needed. '

Steven

Your first avenue to peace of mind.

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