North West Financial Services

About Us

North West Financial Services (NWFS) is a trusted financial planning firm established in 1998. We provide personalized financial planning and investment services to individuals and families across Australia.

Our team of experienced financial planners will work with you to assess your financial goals, identify potential risks and opportunities, and develop a comprehensive plan to achieve your financial aspirations. We believe in building strong relationships with our clients and working collaboratively to achieve your financial independence.

Background

Our journey began in 1998 as Irwin Financial Services, providing financing solutions. In 1999, we expanded our services to include investment advice, recognizing the need for holistic financial planning. Throughout the years, we have merged with like-minded practices and adopted the name North West Financial Services in 2002.

Advisers

Our expert team of financial planners have extensive experience in various aspects of financial planning, including:

• Investment planning and portfolio management
• Retirement planning and superannuation
• Estate planning and risk management
• Wealth creation and preservation
• Family wealth planning

Services

We offer a range of services tailored to meet your individual needs, including:

• Investment planning and portfolio management: We will create a diversified portfolio tailored to your risk tolerance, goals, and financial situation.
• Retirement planning and superannuation: We will guide you through the complexities of retirement planning, ensuring you maximize your superannuation contributions and understand your options upon retirement.
• Estate planning and risk management: We will help you create a comprehensive estate plan and identify potential risks to your financial security.
• Wealth creation and preservation: We will develop strategies to maximize your wealth and protect it from financial setbacks.
• Family wealth planning: We can assist you in planning for the financial future of your family, including asset protection and succession planning.

Our Approach

Our advice process is client-centered and involves:

1. Understanding your needs and goals: We will take the time to understand your unique financial situation, goals, and anxieties.

2. Identifying potential risks and opportunities: We will conduct a comprehensive review of your financial situation to identify potential risks and opportunities to achieve your goals.

3. Developing a personalized plan: We will work with you to create a customized financial plan that aligns with your needs, goals, and values.

4. Implementation and review: We will implement your plan and provide regular reviews to ensure it remains effective as your life and financial circumstances change.