We understand you have a lot of choice in regard to where and how your wealth is managed, including doing it yourself. We also understand that we live in a very busy world, where your time is precious. This leads many to seek a long term relationship with a professional financial advisor.

It is a privilege to be able to assist clients in sustaining and enriching both their wealth and their life. We work to be knowledgeable about you and your family’s situation. We are your guide when you need us, here to help you navigate the many choices you have, allowing you to focus on those relationships and interests you value most deeply.

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Testimonials

"Darren Farwell has been providing trusted financial advice to me and our family for almost 25 years. Throughout, he has been knowledgeable, understanding, attentive, creative and patient. With this in mind, Darren manages our portfolio to suit our personal retirement plan and strategy, which we continue to update on a regular basis." Dale, 2015

"With my planned retirement just five years away, market ups and downs and unexpected changes at work had me really concerned, but I didn't feel I had the time to deal with it at all... Working with Farwell Wealth management took the worry off our shoulders"
S & H Fitzel

Your Personal RoadMap

Your RoadMap to Retire on Your Own Terms™ is all about you. It is your personal long term strategy that we follow and monitor closely so that you can maintain your lifestyle and enjoy a comfortable retirement .

Financial and Lifestyle Objectives   Financial & Lifestyle Objectives

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We work closely with you to establish and regularly update your personal written statement of Financial & Lifestyle Objectives.


Strategic wealth plan   Strategic Wealth Plan

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Based on our knowledge of you and your family we create a strategic wealth plan. Your long-term strategy that we follow and monitor closely so that you can maintain your lifestyle and enjoy a comfortable retirement.


Managing your investment   Managing Your Investments

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We work closely with you to implement a long-term diversified investment strategy and portfolio that will support your financial and lifestyle goals. The returns we generate will be in the top half of the returns available at your level of risk.


tracking your progress   Tracking Your Progress

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We provide you with a progress report that identifies where you are relative to your personal written plan. Ultimately, keeping you on track to meet your goals.





Get Started on Your RoadMap