WHY ENGAGE
WITH FALCON?

Tailored personal financial advice that meets your best interests and demonstrates how you can get ahead
Fair and transparent pricing
A strategy uniquely designed to fit your personal circumstances and goals
No bias to recommend a certain financial strategy or product over another
A relentless commitment and focus on your needs and financial circumstances
A proven process and framework that has helped many clients get ahead financially and will keep you on track

WHY ENGAGE
WITH FALCON?

Tailored personal financial advice that meets your best interests and demonstrates how you can get ahead
Fair and transparent pricing
A strategy uniquely designed to fit your personal circumstances and goals
No bias to recommend a certain financial strategy or product over another
A relentless commitment and focus on your needs and financial circumstances
A proven process and framework that has helped many clients get ahead financially and will keep you on track
Your foundational financial plan (encompassed by a Statement of Advice, or SOA)
Your Ongoing Service Agreement (or Fixed Term Agreement). This generally (but not necessarily) follows the Statement of Advice should you agree to implement the recommendations outlined, and is what we call the second phase of a financial advice engagement.
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