Services

Our Umberlla of Services

Financial Planning

Planning for you Financial is a future, Fawkes we help put your plans in black and white, mentor and guide you to achieve your goals.

Goals

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

Superannuation & SMSF

Let’s make a asset large than your home so you can have options for retirement

Let us help you make a difference in your future.

Or help establish and manage and SMSF for those that want greater control of their future.

Investment

Building a Deposit for a Home

Or an alternative to Super

We can tailor solutions to meet your needs.

Personal Insurance

We assess and help to get cover for you. If the worst happens we are here to help with the claim.

Mentoring

A core part of our role is to help you navigate the world of investment and remove the myths.

Estate Planning

Setup and ensure your wishes are in place if the worst was to happen

We can connect you with the right Solicitor

And assist with setting up of the Beneficiaries for your Super.

Professional Relationships

As part of our help to you. We connect you with the right people. We have professional relationships with Accountants and Mortgage Brokers.

Our Offer

At Fawkes Financial Services, we will be your trusted partners in shaping your financial future. With over 22 years of experience and a 95% customer retention rate, we work with you to take control of your finances and achieve your goals. Together, we will craft personalised strategies for investment, superannuation, debt reduction, and estate planning, ensuring every solution fits your unique needs. We will mentor you through the complexities of financial planning and connect you with our network of professionals, including accountants and mortgage brokers. At Fawkes, we will help you turn your aspirations into a secure and successful reality.

Get in touch for finance management solutions tailor - Made for you

PO Box 4317 Bay Village NSW 2261

1300 764 252