Services

FINANCIAL PLANNING

FINANCIAL PLANNING
Planning for you Financial is a future, most people have idea but rarely put them in place, at Fawkes we help put your plans in black and white, mentor and guide you to achieve your goals. There are many parts to your financial Planning

GOALS

GOALS
Your future in writing, a place to strive for to achieve and work with a mentor

BUDGETING

BUDGETING
Assist clients to understand where their money is going and look at what we can do to start working toward their goals.

INSURANCE

INSURANCE
The best laid plan can fall to pieces if you are out of action for a period of time. Also protect your family if the worst was to happen and ensure that your family continue to live the life you always wanted for them even if you’re not there. Click Here for More

INVESTMENT

INVESTMENT
Starting with planning for deposit for home, building an education fund for your children. Build an investment portfolio to create second income. Working with our clients to achieve their goals and build an investment portfolio that will start working for them.

SUPERANNUATION

SUPERANNUATION
Build your superannuation for retirement, it should be your largest asset at retirement and we believe strategies that work and are understandable are to key to success. Understand that afew small changes can make a huge difference to the final outcome.

SMSF

SMSF
We assist to establish and manage your Self- managed Superannuation fund. We are experience in establishment and ensure that it is established the right way. Assist with investment strategy and ensure that your fund is working for you. We know that client that look at SMSF want great control, transparency and understanding of how that their retirement is invested.

PRE-RETIREMENT PLANNING

PRE-RETIREMENT PLANNING
Planning for retirement does not start a year out from when you look to hang up the boots. Planning should start when you get your first pay slip. This means long term, as most don’t start this early we look to work with client at any stage to start making a difference to your retirement plan. Utilise strategies that will make a different to your retirement outcome. For example Transition to Retirement and Salary Sacrifice.

MENTORING & EDUCATION

MENTORING & EDUCATION
A key to any good relationship is the ability to learn and gain a great understanding of where your money is and how it is invested. The ability to ask questions and get straight answers, have information provided to you in a form that you understand. This is a key to our philosophy to ensure that our client are clear on what and where their money is held.

AGED CARE

AGED CARE
Ensuring that correct strategies are used to once you have chosen to that next step into aged care and have the strategies and options presented so you can make educated chose on what is the best options. Ranging from

ESTATE PLANNING

ESTATE PLANNING
Ensuring that you affairs are in order and that you have right structure in place so you estate is distributed as you see and not by someone either (like that government). We will work with solicitor to have things in place to ensure that your wishes are what you want.