North West Wealth Management

08/01/2026

Join North West Wealth Management (NWWM), a boutique financial advice firm dedicated to providing tailored, plain-English advice to individuals and families in regional Australia. Established in 2010, we specialise in superannuation, investments, personal insurance, and aged care advice.
💼 Position: Client Service Manager (or Financial Planning Assistant)
📍 Location: Tamworth, NSW
🕒 Employment: Full-time or Permanent Part-Time (Office-based)
💰 Salary: negotiable
About the Role
We’re looking for a proactive, detail-oriented professional to take ownership of the back end of our practice and help shape processes, policies, and client experience. You’ll work closely with two client advisers and two support staff to ensure seamless implementation of advice and strategies.
Key Responsibilities:
✔ Provide high-level support to advisers
✔ Prepare and process client documentation
✔ Implement advice across multiple platforms
✔ Manage workflows and client service agreements
✔ Contribute to process improvements\
About You
✅ Minimum 2 years’ experience in a similar role preferable
✅ Xplan experience preferred (not essential)
✅ Strong client service focus and relationship-building skills
✅ Excellent communication and time management
✅ Proficient in Microsoft Office
Why Join Us?
✨ Small, values-based team
✨ A role you can truly make your own
✨ Supportive environment focused on collaboration and success
Ready to take the next step?
Send your cover letter and resume to James Smith at [email protected]
Please do not phone in the first instance.
Learn more about us at www.nwwm.com.au http://www.nwwm.com.au

11/12/2025

We’re Hiring! Client Service Manager – Tamworth NSW

Join North West Wealth Management (NWWM), a boutique financial advice firm dedicated to providing tailored, plain-English advice to individuals and families in regional Australia. Established in 2010, we specialise in superannuation, investments, personal insurance, and aged care advice.

💼 Position: Client Service Manager (or Financial Planning Assistant)
📍 Location: Tamworth, NSW
🕒 Employment: Full-time or Permanent Part-Time (Office-based)
💰 Salary: negotiable

About the Role

We’re looking for a proactive, detail-oriented professional to take ownership of the back end of our practice and help shape processes, policies, and client experience. You’ll work closely with two client advisers and two support staff to ensure seamless implementation of advice and strategies.

Key Responsibilities:
✔ Provide high-level support to advisers
✔ Prepare and process client documentation
✔ Implement advice across multiple platforms
✔ Manage workflows and client service agreements
✔ Contribute to process improvements\

About You

✅ Minimum 2 years’ experience in a similar role preferable
✅ Xplan experience preferred (not essential)
✅ Strong client service focus and relationship-building skills
✅ Excellent communication and time management
✅ Proficient in Microsoft Office

Why Join Us?

✨ Small, values-based team
✨ A role you can truly make your own
✨ Supportive environment focused on collaboration and success

Ready to take the next step?
Send your cover letter and resume to James Smith at [email protected]
Please do not phone in the first instance.
Learn more about us at www.nwwm.com.au http://www.nwwm.com.au

📌 Please note: This is an office-based role to maximise teamwork and communication.

North West Wealth Management builds dedicated relationships with your family and business by providing high quality, tailored financial advice you can trust.

15/11/2024

Who do you know that is looking for a tree change? We are looking for our next adviser and you might know them! If you or someone you know wants to move to Tamworth and enjoy all the amenities without the cost of the city, then get in touch.

https://www.seek.com.au/job/80123047

11/10/2024

We are excited to be presenting at this workshop coming up in Tamworth at the end of October, discussing off-farm investing, wealth creation and tax planning strategies. The workshop is now open to all farmers so if you are interested, jump on and register before it is booked out.

23/09/2024

The Government has introduced legislation to implement changes to the aged care system in response to the recommendations of the Aged Care Taskforce. This includes the way in which resident fee contributions and accommodation payments are calculated for residential aged care services. The changes will generally apply to new care recipients from 1 July 2025. Lee-Anne Parker is an Aged Care Accredited specialist in our office, so for more information visit our website https://www.nwwm.com.au/insights/residential-aged-care-changes or call the office.

The Government has proposed a number of changes to the support available for ageing Australians at home, as well as in residential aged care services. The changes will apply from 1 July 2025.

09/09/2024

📉 Navigating the Rising Cost of Living in Australia 📈

As the cost of living continues to rise, many Australians are feeling the pinch. From everyday expenses to long-term financial goals, the impact is being felt across the board. Here’s how it’s affecting key areas:

💸 Spending Decisions: With prices on the rise, many are re-evaluating their spending habits. Prioritizing essentials and cutting back on non-essentials has become the norm.

🏦 Savings: The ability to save has been challenged, with more income being directed towards covering basic needs. It’s crucial to find ways to maintain a savings buffer, even if it’s smaller than before. Covid savings are expected to run dry by Christmas.

🏡 Mortgage Repayments: Higher living costs can make it tougher to keep up with mortgage repayments. Reviewing your mortgage terms and seeking advice can help manage this burden.

At North West Wealth Management, we’re here to help you navigate these challenges. Our team of experts can provide tailored advice to help you make informed decisions and secure your financial future.

📞 Visit our website today to learn more about how we can support you during these times www.nwwm.com.au

03/05/2024

A timely reminder as we come toward the end of the financial year. As always, talk to our team or your own financial adviser to get the full story.

02/04/2024

Simple but proven tips to be a successful investor. As always, call the office if you want more information.

18/03/2024

Life is filled with changes. But with preparation and good advice, you may be able to manage the changes more effectively to minimise the stress.

Read the article to find out more and reach out to our team for further advice.

Life is filled with changes. But with preparation and good advice, you may be able to manage the changes more effectively to minimise the stress.

14/03/2024

Relax with a cuppa and catch up on the latest in our Financial Focus - Autumn 2024 Edition.

Relax with a cuppa and catch up on the latest in our Financial Focus - Autumn 2024 Edition.

04/03/2024

Second marriages may present additional financial challenges when balancing day-to-day expenses with implications for aged care funding.

Read more in the article below and reach out to our team to find out how we can help you.

Second marriages may present additional financial challenges when balancing day-to-day expenses with implications for aged care funding.