Q: What cities do you serve?

We have offices in Balgowlah Northern Beaches , Dee Why Northern Beaches and Newcastle . However, because our work can be done remotely, we can provide advice no matter where you’re located in Australia.

Question 1

What do Falcon Financial Advisers do?

Accepted Answer

We are a comprehensive financial planning practice for Australian families of all life stages. Whether you are just starting your financial journey or enjoying your retirement, our team of highly skilled and qualified financial advisers can add value to your life by providing the right personal advice to benefit you. This encompasses, strategic wealth and cash flow planning, superannuation and retirement planning advice, personal risk management and insurance advice, business succession and key person strategies, aged care planning and many other key financial planning matters.

We are backed by a large and reputable financial services licensee, Personal Financial Services Limited, which provides us with the depth of scale, systems, support and rigour to ensure you are receiving advice of the highest quality.

Falcon is also part of a broader professional network of accountants, mortgage brokers and general insurance brokers that has helped expand our services if you are looking for more than personal financial advice.

Question 2

How do you charge your fees?

Accepted Answer

For all financial planning, strategy and investment related advice, we work on a fixed fee basis where any advice proposal is determined by your specific needs through a fair and consistent pricing methodology. More on our pricing here.

For any insurance advice we provide, we may be remunerated by way of a commission through any life insurer we recommend. However, we would only consider this if we can demonstrably prove this is in your best interests, and there are many reasons why that may be the case. More on our Insurance Philosophy Here.

Question 3

Is my money safe with a financial adviser and why should I entrust my money with Falcon?

Accepted Answer

We get that directly asking a financial adviser if your money is safe with them is a bit like asking your barber whether you should get a haircut. That’s why we encourage you to take your time and run due diligence before engaging with any financial advice practice. A great place to start is ASIC’s MoneySmart Financial Advice Page, Financial advice - Moneysmart.gov.au. ASIC is Australia’s financial advice regulator, who oversees the licensing and supervision of all retail financial advisers in Australia. Their consumer website provides an objective and comprehensive list of things to consider, in addition to questions to ask a financial adviser. Once you have done some research, we encourage you to meet with a number of advice firms to get a feel for their services, track record and culture to see if they are the right fit for you.

We agree with MoneySmart in that all reputable financial advice firms should have the following:
-listc- -list-An Australian Financial Services Licence (AFSL), with all of their advisers authorised to provide financial advice and an easy to locate Financial Services Guide (FSG) that outlines their services, fee structure and relationships.
Falcon Financial Advisers are authorised by Personal Financial Services Limited and you can access FSG here.-listend- -list-Well qualified advisers who possess the skills and expertise to provide the advice you are seeking.
You can access a financial adviser’s qualifications and disciplinary record (including all Falcon Financial Advisers’) on the MoneySmart Financial Adviser Register Financial advisers register - Moneysmart.gov.au.-listend- -list-A clear set of processes on how your financial arrangements are managed that are transparent and strictly in accordance with your best interests.
This should include a straightforward exit procedure should you decide you no longer wish to work with your adviser.-listend- -listcend-
Whilst financial advice is one of the most heavily regulated industries in Australia (for good reason) and there are many checks and balances to safeguard clients’ money, it is not failsafe. Plus, unscrupulous operators do exist, like in all industries and professions. At Falcon, our business model is fundamentally built on the premise that client trust is our biggest asset and that we can only succeed (and be paid) if we demonstrably meet your best interests and improve your financial wellbeing. That’s why we take our legal, ethical and professional obligations very seriously to foster a culture of excellence and client first principles. We hope that through our consistent efforts, we can be a trusted firm to partner with you.

Question 4

Am I locked into a fixed contract with Falcon if I choose to sign on?

Accepted Answer

Not at all. Should we identify it to be beneficial for you to work with us on an ongoing basis and upon accepting an Ongoing Service Agreement, you have the right to end your agreement any time. In fact, for any agreed ongoing service retainer, we legally need your written and informed consent to maintain such arrangements every 12 months. This places the onus on us to ensure we are continually adding value to your situation for the services we provide and keeping you on track with your long-term goals, ensuring you want to remain a client.

Whilst we ideally aim to work with all of our ongoing clients for the long term, we understand that changes in circumstances mean such arrangements may no longer be necessary or required. That’s why we will support and facilitate any exit once the decision has been made. If you have paid an annual retainer upfront in full, you will also receive a pro-rated refund from the date of termination up to your anniversary date.

It is for this very reason that Falcon Financial Advisers will provide a consistent level of effort, attention and focus to all clients, new and existing. Whilst we are a growing business, and welcoming new individuals and families, you can be comfortable in the knowledge we will never forget our existing long term loyal clients, which can unfortunately happen in larger institutions like banks and insurance companies.

Question 5

What cities do you serve?

Accepted Answer

We have offices in Balgowlah Northern Beaches, Dee Why Northern Beaches and Newcastle. However, because our work can be done remotely, we can provide advice no matter where you’re located in Australia.

Question 6

I’m not located near a Falcon office, can you still help?

Accepted Answer

Falcon Financial Advisers services clients all over Australia. Whilst we love meeting our clients face to face and are also prepared to travel to meet you, we are fully equipped to host remote meetings over Zoom or Microsoft Teams and successfully do this with many of our clients.

Question 7

Who do Falcon Financial Advisers Help?

Accepted Answer

Falcon Financial Advisers love working with those who genuinely need assistance with their financial requirements and are open to receiving professional advice. We have the capability and skillset to provide advice and support to young and established families, small business owners, pre-retirees and retirees.

DEE WHY FINANCIAL ADVISERS HELPING YOU REACH YOUR FINANCIAL GOALS

At Falcon Financial Advisers Dee Why, we strive to support families, professionals and business owners on the Northern Beaches achieve their financial goals.

Why we’re a popular choice as financial advisers on the Northern Beaches

Easy

Personal

Innovative

Transparent Pricing

Our Dee Why office financial planning and financial advice services

Our comprehensive list of available services include:

Through our partners you’ll also have direct access to:

Our Services

Strategic Wealth and Cash Flow Planning

Investment Management and Portfolio Advice

Superannuation and Retirement Planning

Social Security and Aged Care Planning

Personal Wealth Protection and Insurance Advice

Business Succession Planning and Key Person Protection

Intergenerational Wealth and Estate Planning

Complex Financial Advice

Getting to our Dee Why office:

Falcon Financial Advisers Pty Ltd

Trading Hours

Financial Advisers in Dee Why? Sure. We also serve these surrounding areas, as well as many clients around Australia:

FAQs

Ready to talk?

LOCATIONS

BALGOWLAH

DEE WHY

NEWCASTLE