Unit 23/11 Preston Street,Como, WA, 6152
Pennywise Investments has 2 offices servicing their clients
Bunbury : Servicing clients in the South West region of WA this office is located in the heart of Bunbury in Carey St. Client parking is right at the front door for your convenience.
Specialising in advice based planning, we utilise the most unique interactive software tools that, aided with professional advice has our clients at the forefront in investment strategies. We are not product based and able to ensure our clients receive advice on various investment strategies such as property purchases, gearing, superannuation and salary packaging.
Our unique retirement modelling tools ensure clients are on track with their desired retirement lifestyles.Request a callback Book an appointment
Jeff has been a senior adviser for over 25 years. His extensive knowledge and experience has been achieved by working as a bank adviser, non-aligned adviser and business owner and now with the dealer group Infocus, still owning his own business. He has helped many clients achieve their financial goals through his knowledge of pre-retirement, retirement, aged care, estate planning and Centrelink.