Services

Our Comprehensive Range of Services

Financial Planning

Planning for your financial future is key, and at Fawkes, we help bring your plans to life. We mentor and guide you every step of the way to ensure you achieve your financial goals.

Goals

Your future, clearly defined in writing—a roadmap to guide you toward success, with a dedicated mentor by your side.

Superannuation & SMSF

Let’s build an asset larger than your home, giving you more options for a secure retirement.

We’re here to make a lasting difference in your financial future.

Or, if you prefer more control, we can help you establish and manage your SMSF for a personalised retirement strategy.

Investment

Whether you’re building a deposit for a home

or seeking an alternative to super,

we tailor solutions specifically to meet your needs.

Personal Insurance

We assess your needs and help you secure the right coverage. If the unexpected happens, we’re here to support you through the claims process.

Mentoring

A key part of our role is to guide you through the world of investments, clearing up misconceptions and helping you make informed decisions.

Estate Planning

We help ensure your wishes are in place in case the unexpected happens. We’ll connect you with the right solicitor and assist in setting up beneficiaries for your super, giving you peace of mind.

Professional Relationships

As part of our commitment to you, we connect you with trusted professionals. Through our established relationships with accountants and mortgage brokers, we ensure you have the right expertise by your side.