Finwest Wealth Management

07/05/2026

Personal Concessional Contributions 🗓️
As the end of the financial year approaches, it’s important to understand how personal concessional contributions can benefit you.

EOFY (End of Financial Year) is the deadline for when personal contributions must be received by your super fund to count toward the current financial year (ending 30 June).

Key features of personal concessional contributions:
- You can contribute your own money to super and claim a tax deduction.
- Reduces your taxable income.
- Contributions are generally taxed at 15% inside super, often lower than personal tax rates.
- Helps grow your retirement savings in a tax‑effective environment.

How do you claim?
- You must lodge a Notice of Intent to Claim a Tax Deduction with your super fund.

Important Things to Note:
- You must receive confirmation from your super fund before you lodge your tax return.
- Contribution caps and eligibility rules apply.

Claiming contributions can help reduce tax today, while increasing your retirement savings for the future. 💡

We are here to help! Contact us on 9355 2133 or email us at [email protected].

This information is general advice only and does not take into account your objectives, financial situation or needs. You should consider whether it is appropriate for you and seek personal advice before acting.

22/04/2026

This month marks two years since Finwest moved offices to South Perth. This change has brought fresh energy, a great location, and plenty of memorable moments along the way. 🎉🎉
To celebrate the milestone, the team came together for a great lunch at Meat & Wine Co 🥩🍷. A perfect way to reflect on the journey so far and what’s ahead.
Here’s to continuing to grow and thrive in our South Perth home. 🏡

20/01/2026

We’re proud to share that we have partnered with Zero 2 Hero, a charity dedicated to empowering young people with the tools, courage, and support they need to look after their mental health and the wellbeing of those around them.

As a team, this partnership is deeply meaningful.

Mental health is something each of us has been touched by personally, through the people we love, and through the clients we support. Working in insurance and financial services, we often stand beside people in some of their most challenging moments. We see the pressures families face, the emotional weight of uncertainty, and the importance of strong support systems.

For Christmas last year, Finwest made a donation to help fund resources for Zero 2Hero’s Hero High School workshop programs that equip students with resilience, confidence, and life-changing mental health education.

Supporting the wellbeing of the next generation is something we truly believe in, and we’re honoured to play even a small part in the incredible work Zero 2 Hero brings to our community.
Making an impact today for the heroes of tomorrow.

Although we are well into the start of 2026, we hope everyone had a safe, joyful, and connected Christmas season, and that this year brings plenty to smile about.

— The Finwest Team 🏘️

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10/12/2025

12/09/2025

~MEET THE TEAM~.
Meet Jemma 🌸
She is our receptionist. She is your first point of contact for any queries and always here to help!
One fun fact about Jemma is that she is allergic to avocado 🥑

14/04/2025

Happy Easter everyone 🐣
Our office will be closed from Thursday 17th of April at 4:30pm and
re-opening on Tuesday 22nd of April at 8:30am.

14/04/2025

We're hiring!
We're looking for a motivated and passionate Financial Adviser to join our amazing team. If you're driven to deliver great outcomes for clients, or know anyone who is, we'd love to hear from you. 🙂

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18/02/2025

Meet the Finwest Team! :)

https://www.finwest.com.au/meet-the-team

15/01/2025

A belated wrap up of our end-of-year festivities! 🎉

It was a special week for Finwest as we were able to have our entire team together in person for the first time. Daylene, our amazing colleague, joined us all the way from the Philippines & Shane, a long term member of the Finwest family, flew in from Queensland. 🌟

We set off on a wine tour through the beautiful Swan Valley, enjoying the region's finest wines and scenery for our Christmas Party. The laughter and camaraderie flowed just as freely as the wine! 🍷

Daylene & Shane had the chance to experience a taste of the Perth lifestyle visiting the iconic Kings Park, Caversham Wildlife Park & South Perth foreshore. Shane also experienced his first sunset over the beach!

Grateful for the opportunity to connect and collaborate in person while also celebrating and making memories together!

We wish you all a prosperous 2025.