Telephone: 08 9791 9113
Email: pwi@pennywiseinvestments.com.au
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Kingsace Pty Ltd ABN 82 083 163 697 t/a Pennywise Investments is not endorsed by, affiliated or associated with Pennywise Wealth Management.”

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Pre Retirement


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Transition to Retirement


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• Maximising Government Benefits
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Aged Care


• Having that difficult conversation
• Assessments and Applications
• Evaluation of Financial Options
• Maximisation of Assistance and Minimisation of costs
• Financial and Estate Planning

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Unit 1/14 Carey St, Bunbury WA 6230
Telephone: 08 9791 9113
Facsimile: 08 9791 9114
Email: pwi@pennywiseinvestments.com.au
P.O Box 1376, BUNBURY WA 6231


Information published on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs. Kingsace Pty Ltd ABN 82 083 163 697 t/a Pennywise Investments is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, who holds an AFSL and Australian Credit Licence No. 236523.

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