Our Preferred Partners
Financial advice rarely works in isolation. The strategies we build with you touch your tax position, your borrowing capacity, the way your business keeps its books, what happens to your estate, and sometimes the property you are about to buy. Getting those pieces to work together is what turns a good plan into a good outcome.
Financial advice rarely works in isolation. The strategies we build with you touch your tax position, your borrowing capacity, the way your business keeps its books, what happens to your estate, and sometimes the property you are about to buy. Getting those pieces to work together is what turns a good plan into a good outcome.
How we choose a preferred partner
We are deliberately selective. A firm earns a place on this page by demonstrating technical depth in its field, by being properly licensed and insured, and by communicating with clients in plain language rather than jargon. We also look for a cultural fit: partners who take the time to understand the whole picture, who return calls, and who are willing to sit in a joint meeting with us when a decision needs input from both sides.
We review these relationships regularly. If a partner stops meeting the standard we expect, they come off the list.
Accounting
Our accounting partners handle individual and business tax returns, entity structuring, capital gains planning, and year-end compliance for trusts, companies and self-managed superannuation funds. Where a strategy has both advice and tax elements, we are happy to work jointly with them so you are not left to relay information between two offices.
We love partnerships at Eagle Financial. And we’re in it for the long haul, looking out for you and your business and helping you work towards your vision. We focus on;
- Business mentoring to ensure you are focused on the priorities
- Compliance and taxes managed proactively and your assets protected
- Strategies to improve cashflow
- Guidance to run a business that allows time for the most precious moments in life
Mortgage Broking
Our mortgage broking partners assist with first home purchases, refinancing, investment lending, construction finance and commercial lending. They work across a wide panel of lenders, and they are used to dealing with the documentation and cash flow questions that come up when a client is also implementing an advice strategy.
It can be a very daunting process trying to find the right home loan at a great rate and that also meets your personal circumstances. Right Financial takes the stress and hassle away by doing the running around and finding the most suitable home loan at the lowest rate possible.
And it doesn’t stop there. We review your loans annually to make sure you’re always on the most competitive rate possible. All this without charging any advice fees!
Bookkeeping
Our bookkeeping partners provide day-to-day transaction processing, bank reconciliations, payroll and superannuation obligations, business activity statement preparation, and cloud accounting setup and training. They work alongside your accountant rather than duplicating the work.
Reed Accounts Pty Ltd
02 9934 9737
www.reedaccounts.com.au
We offer expert bookkeeping assistance – from the day to day to year end – keeping the financial side of your business accurate, efficient and compliant.
Our extensive experience with businesses of all sizes across a broad range of industries means we can provide the support network best suited to you and your business.
Estate Planning
Our estate planning partners prepare wills, powers of attorney, appointments of enduring guardian, testamentary trusts and superannuation death benefit documentation. We usually brief them on the structures already in place so the drafting reflects the plan you and your adviser have agreed on.
PB Ritz Lawyers is a leading specialist estate planning and succession law firm based in Sydney’s CBD.
Their practice focuses exclusively on wills, estates, probate, estate administration and succession planning, allowing them to provide deep expertise and practical legal guidance tailored to each client’s circumstances.
PB Ritz Lawyers is committed to making complex legal matters clear and accessible, helping individuals and families protect their assets, preserve their legacy and plan confidently for the future. Their personalised approach and specialist knowledge have earned them a reputation as one of Sydney’s most trusted estate planning firms.
As a trusted Falcon partner, PB Ritz Lawyers shares our commitment to helping clients achieve peace of mind through thoughtful planning and expert advice.
Wainwright Legal is a leading local Law Firm, located in Balgowlah.
They have a particular focus on Property Law, Commercial Law, Criminal Law, Employment and Contract Law as well as Wills and Estates.
They pride themselves on making legal matters simple and clear for our clients, whilst paying meticulous attention to the details.
Buyers Agent
Our buyers agent partners help with searching and shortlisting, suburb and price research, appraisal of value, negotiation, and bidding at auction. They act for owner-occupiers and investors, and they are comfortable working to a budget and a set of criteria that we have already tested against your broader plan.
Hallmarq Property Group
0452 588 101
www.hallmarq.com.au/
Level 1 3/31 Carter Road, Brookvale, 2100,NSW
Offices in Sydney & Adelaide
We help home buyers at every stage of their journey, from securing their first apartment to upgrading, downsizing or relocating from overseas. Covering all locations on the Northern Beaches Lower North Shore, we take pride in our excellent local knowledge and extensive network of contacts. To give you the best possible service, we only work with around five clients at a time. This ensures a focused approach and highly favourable outcomes.
Important Information
Our preferred partners are independent businesses. They are separately owned, separately licensed or registered, and responsible for their own advice, work and fees. Falcon Financial does not supervise their services and is not liable for them.
Falcon Financial does not receive a referral fee, commission or other payment from our preferred partners.
Talk to us
If you are not sure which specialist you need, start with us. We will help you work out where the gap is and, if a referral is the right answer, introduce you to someone who can fill it.