FINWEST WEALTH MANAGEMENT

SERVICES

These are the services we have been helping clients with for many years.

Risk Protection

Are you and your family protected if something unforeseen should happen

Superannuation

Do you know where your super is and where it’s invested? Why not let us help you take control of it.

Retirement Planning

Are you on track to meet your retirement goals? Do you know how much you need in retirement?

Investment Planning

Would you like to invest but are unsure where to start? Would you like help to decide how to invest?

About Us

Come and meet the team
We are able to help you no matter you need

Finwest Wealth Management provides high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. The first step is to understand your goals, aspirations and current financial situation. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to fulfil your objectives. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position – including your income, assets, investments and liabilities.

THE FINWEST ADVISERS

The adviser team at Finwest is made up of
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Andrew Hartshorn

Senior Adviser
Andrew has been providing advice to clients since 2007 and in this time has been able to help many clients achieve their financial goals.
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Brett Crabb

Senior Adviser
Brett specialises in retirement planning advice, as well as advice to young professionals and investors hoping to build and protect wealth for their future and family.
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Chloe Langdon

Financial Adviser
Chloe has extensive experience in financial services, commencing her career at National Australia Bank in 2006.
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Dion Weerasekera

Financial Adviser
Dion’s career in financial services started following the completion of a Bachelor’s degree with a Finance major. Initially starting as a Paraplanner, Dion developed a strong technical knowledge which quickly resulted in him being promoted to an adviser role with ANZ wealth.
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Brian Heinrich

Financial Adviser
Brian started his career in financial services in 2012, beginning with risk insurance and progressing to Financial Planning with AMP in 2013. During this time, he has built many close relationships with clients.

Testimonials

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