Understanding you

We take the time to understand your unique financial situation and create a personalised solution just for you.

Advice

We take the time to fully understand your financial goals, helping you reach where you want to be – with clarity and confidence.

Monitoring

We actively monitor your financial situation, providing peace of mind and keeping you informed of opportunities to stay on track toward your goals.

Reach you goals

We work alongside you to achieve your goals and help set new ones along the way. Let’s start planning your financial future today.

An investment in knowledge pays the best interest...

– BENJAMIN FRANKLIN

Our Mission:
“To turn your financial dreams into reality.” – Stuart Mangion

How?
With expert advice, education, and exceptional service.

Your success starts with the right guidance and knowledge. We help you make informed, thoughtful decisions—not impulsive ones. During uncertain times, we provide peace of mind and support you every step of the way toward achieving your goals.

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With years of hands-on experience, our expertise ensures you receive top-tier financial guidance tailored to your needs.

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Our team is here
to help.

Our Services

We’re committed to providing our customers with a broad range of services offering a strategic solution to financial management.

Financial Planning

Bringing it all together! We collaborate with you to understand your goals and create a personalized plan to achieve them.

Risk Management

We take the time to understand your unique situation and provide tailored protection, ensuring you’re covered if you’re temporarily or permanently unable to work.

Our services include personal risk insurance coverage (Life, TPD, Income Protection, and more). Plus, we collaborate with trusted general insurance brokers to safeguard your assets.

Superannuation

We help you invest and manage your superannuation, ensuring it’s aligned with your goals and risk comfort level.

Self-managed Superannuation Fund

If you want full control over your retirement, we can help you set up and manage your SMSF, giving you the freedom to run the show.

Estate Planning

We ensure you’re fully prepared for the unexpected.

Working closely with solicitors, we help communicate your financial wishes clearly and ensure you have not only a will but also a Power of Attorney in place.

Strategic Investments

As part of our ongoing review process, we recommend investment strategies tailored to your needs.

From simple savings accounts for deposits to more complex strategies designed to reduce tax and maximize growth opportunities, wherever possible, we ensure the right approach for you.

Insurance Planning

We help you plan for life’s uncertainties, ensuring you can continue to achieve your goals, no matter what comes your way.

Investment Tax advice

While we’re not accountants, we can help you understand the benefits of tax deductions and coordinate with your accountant to ensure you’re maximizing the benefits you’re entitled to.

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CHAT WITH US FOR YOUR BEST FINANCIAL SOLUTIONS.

admin@fawkesfs.com.au

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Team Members

250
+

Happy Clients

Infinite

Investment Opportunities

95
%

Customer Retention

The financial wizards in our team

Stuart Mangion

Financial Adviser

Director/Lead guy Investment Guru

Marissa Vuk

Customer Services Guru

Insurance Wiz

Linda Peick

Personal Assistant

Keeper of Schedules

Guru of Calendars And Timing

News from our blog

PO Box 4317 Bay Village NSW 2261
Call us 1300 764 252
Call Us: 1300 764 252