falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/services_lifestyle_protection.html
Choosing the right insurance cover can be complex, and the availability and cost of quality cover can vary frequently. Your Falconer adviser can help you navigate the complexities of Life Insurance, Trauma Insurance, TPD (Total/Permanent Disablement) Insurance, and Income Protection. Estate Planning (Wills, Power of Attorney, Testamentary Trusts). Maintaining an up-to-date Will is a good first step, but the right estate plan will also ensure that control and ownership of your assets is passed to your int...
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/services_wealth_creation.html
Creating wealth is an important part of most people’s life plans. For example it may be to reduce your mortgage quickly or to build your retirement savings. Falconer Advisers can help you find the most appropriate path to building your wealth. It starts with simple steps. Discovering your needs and objectives. Setting the time frame for those. Determining your risk profile. Modelling your capacity to save and invest. From there, your adviser develops a strategy specifically suited to your needs. Given re...
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/about_community.html
FALCONER IN THE COMMUNITY. At Falconer Advisers we are proud to be involved in many community activities to raise awareness and funds for charitable and other worthwhile community causes. Local organisations we support include:. Variety the Children's Charity. The Hutchins Art Prize. Supporting the Tasmanian Art Community. Please enjoy our art gallery which features Tasmanian artists:. Authorised Representative of Hillross Financial Services Limited. Site by Hunter Online.
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/about_team.html
My whole working life has been about making a difference and helping my clients to better their financial position. My first job was as a bank officer and it was there I learnt why people get into financial trouble. At the age of 25 I took up an AMP Society agency and I made it my purpose in business to assist and guide my generation into building wealth and protecting themselves by making smart decisions with their money. BEc MBus GDip FP CFP. Every day I use knowledge gained from my academic qualificat...
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/about_company.html
Falconer Advisers is a wealth management firm specialising in SMSFs, investing, financial strategy, retirement, estate planning and wealth preservation. Since 1975, Falconer has engaged with successful individuals and business owners who require an ethical partner to manage and care for their financial destiny. We maintain a low client to adviser ratio, and we only work on a fee-for-service model. Authorised Representative of Hillross Financial Services Limited. Site by Hunter Online.
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/services_my_retirement.html
Falconer can help you establish a plan ahead of your retirement, and then help you manage your financial affairs during your retirement. Your Falconer adviser can help you determine what your priorities will be in retirement, and therefore how you want to live and how best to fund that lifestyle. Retirement planning must be a high priority during your working life, so that goal setting and savings targets become a routine weekly or monthly habit. Falconer will help you find. Site by Hunter Online.
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/services_smsf.html
SELF MANAGED SUPER FUNDS. A Self Managed Super Fund (SMSF) is a superannuation trust that gives you greater control, transparency, and knowledge of your investments. An SMSF can also provide more effective tax planning opportunities, and fixed running costs compared to public funds, while providing the traditional functions of a public fund (accepting contributions, handling rollovers, paying retirement income). Provide advice on your SMSF setup and running costs. Develop your Investment Strategy.
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/about_privacy.html
PRIVACY POLICY and FSG. Falconer Advisers are Authorised Representatives of Hillross Financial Services Limited. Falconer and Hillross understand that privacy is important to our clients. As Falconer Advisers are authorised by Hillross, which is a member of the AMP Group, we are subject to the AMP Privacy Policy. Download our Financial Services Guide. Download the AMP Group Privacy Policy. Authorised Representative of Hillross Financial Services Limited. Site by Hunter Online.
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/about_testimonials.html
I have been proud to have been taking care of my own financial arrangements for many years but was genuinely surprised at what I didn’t know after taking advice from my wealth management team at Falconer. Good advice doesn’t come free but once you are able to see how increased returns rapidly overtake the modest costs, you will never look back. John and Janet Grubb say. Falconer has always and at any time provided solid and friendly advice, reassurance when the market is on the decline and thorough plann...
falconeradvisers.com.au
Falconer Advisers | Specialists in Complex Financial Solutions
http://www.falconeradvisers.com.au/html/news_latest.html
NEWS, ARTICLES and PAPERS. Falconer Advisers achieves FPA Professional Practice status. FPA Budget Wrap Up 2016. FPA Calls for Full Compensation of CBA Clients. FPA Welcomes CBA Compensation Commitment But Calls for More. Oliver's Insights: Sept 2015 - Australian Economy. Oliver's Insights: Dec 2014 - Review of 2014 and Outlook for 2015. Oliver's Insights: Oct 2014 - The end of US Quantitative Easing. Oliver's Insights: June 2014 - Share Market Risks. View From The Hill: Feb 2015. Site by Hunter Online.