Welcome to Norwest Investment Services, where we offer personalized financial planning services tailored to your specific needs. Whether you are a small business owner, wealth accumulator, planning for retirement, or already retired, our goal is to understand your unique financial situation and work with you to establish realistic and achievable goals through careful planning. With over 10 years of experience, Stephen Barratt is a reputable and honest financial planner who is dedicated to helping clients navigate the complexities of financial markets and secure their savings and retirement plans.
Established in 2002, Norwest Investment Services initially provided financial planning services to clients of accounting firm R&G Consulting Pty Ltd. While maintaining a close working relationship with R&G Consulting, we have expanded our client base to include referrals from various sources, including existing clients. Stephen Barratt, the driving force behind Norwest Investment Services, brings over 30 years of experience in the financial services industry, specialising in financial planning since 2002. As a CERTIFIED FINANCIAL PLANNER® practitioner and a member of the Financial Planning Association of Australia, Stephen is committed to delivering expert financial advice to help clients achieve their financial goals.
As a corporate authorized representative of Lonsdale Financial Group Limited, Norwest Investment Services is dedicated to providing comprehensive financial planning services to clients in the Parramatta and north-west Sydney areas. Our philosophy revolves around building long-term relationships with clients, understanding their financial aspirations, and developing tailored strategies to help them achieve financial security and success. Contact us today for a complimentary first meeting with Stephen Barratt to kickstart your journey towards financial well-being.