Solution F Wealth Management
Solution F Wealth Management is a privately held Australian boutique advisory firm founded in 1996 and based in Bungendore, providing wealth management, estate planning, and retirement advice to individual clients with a 1-10 employee footprint.
- Company typePrivate
- Founded1996
- HeadquartersBungendore, Australia
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Solution F Wealth Management does
Solution F Wealth Management is a privately held, boutique financial advisory firm founded in 1996 and headquartered in Bungendore, Australia. The firm provides wealth management solutions, estate planning, and retirement advice to individual clients, operating in the small-scale segment of the Australian financial advisory market with a reported headcount of 1-10 employees. Its service orientation centers on personalized financial planning rather than asset management scale or institutional mandates.
The firm's business model is consistent with a fee-based advisory practice serving private clients, though no specific pricing models, fee schedules, AUM figures, or revenue mechanics are disclosed in the available data. No products, proprietary technology, distribution channels, partnerships, or customer logos are documented in the input. The firm's web presence (solutionf.com.au) is currently non-operational, returning a default cPanel error page that indicates an IP change, server misconfiguration, or hosting migration — an unresolved infrastructure issue that limits ability to verify current offerings, team composition, or operating status.
No funding rounds, M&A activity, regulatory actions, leadership changes, certifications, or AI/technology capabilities are documented. Ownership structure, management team, subsidiaries, and parent-company relationships are not disclosed in the available source material. As a result, the firm's current scale, revenue trajectory, and strategic direction cannot be triangulated from the input.
Solution F Wealth Management firmographics
Firmographics- Name
- Solution F Wealth Management
- Website
- https://solutionf.com.au
- Company type
- Private
- Founded year
- 1996
- Headcount range
- 1–10 employees
- Short description
- Solution F Wealth Management is a privately held Australian boutique advisory firm founded in 1996 and based in Bungendore, providing wealth management, estate planning, and retirement advice to individual clients with a 1-10 employee footprint.
- Ownership category
- akta.pro rank
Solution F Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industry
- Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)
Keywords
Where Solution F Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Bungendore
- HQ country
- Australia
- HQ region
- Oceania
Markets served
Solution F Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Solution F Wealth Management product offering
Product offeringCore offering
Solution F Wealth Management is a boutique wealth management firm based in Bungendore, Australia, founded in 1996. It provides personalized wealth management solutions, estate planning, and retirement advice to clients, operating with a small team of 1-10 employees. The firm's focus is on tailored financial guidance for individual clients seeking to grow, preserve, and transition their wealth.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Solutions
- Estate Planning
- Retirement Advice
Companies that use Solution F Wealth Management
Customer profileIdeal customer profiles1 record
Solution F Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Solution F Wealth Management competitors and assessment
Company assessmentRegional players
- Wilson Asset Management: Wilson Asset Management is an Australian boutique investment manager providing listed and unlisted investment strategies to wholesale and retail clients. Comparable as a similarly sized Australian boutique in the broader wealth/investment space.
Broad incumbents
- BT Financial Group (Westpac): BT Financial Group is Westpac's wealth division offering financial advice, superannuation, and retirement planning to Australian retail customers. Comparable as a bank-affiliated incumbent offering the same wealth and retirement advice services.
- Insignia Financial (IOOF): Insignia Financial is a major Australian wealth and advice group encompassing MLC, IOOF, and platforms. Comparable as a broad incumbent in the Australian wealth management and retirement advice space.
- AMP Financial Planning: AMP is one of Australia's largest wealth managers with a vast financial advice network, superannuation, and retirement products. Comparable as the dominant incumbent providing overlapping wealth and retirement advice services to Australian consumers.
Direct peers
- Synchron (Insignia Financial): Synchron is an Australian financial advice and accounting network offering wealth management, superannuation, and retirement advice. Directly comparable as a similarly positioned Australian advice business targeting retail and small-business clients.
- Shadforth Financial Group: Shadforth is an Australian financial advisory firm offering wealth management, superannuation, and retirement income advice to retail clients. Comparable as a similarly positioned full-service Australian advice business.
- Godfrey Pembroke: Godfrey Pembroke is an Australian boutique-style financial advice group within the AMP Advice network providing wealth, retirement, and estate planning services. Comparable as a retail/HNW advice brand with similar scope of services to Solution F.
- Count Financial (Count): Count operates a large Australian financial adviser network providing wealth, retirement, and estate planning to individuals and small businesses. It is directly comparable as an Australian retail wealth advisory franchise serving similar mass-affluent and HNW clients.
Emerging players
- Netwealth Group: Netwealth is an Australian technology-led wealth platform providing portfolio management and managed accounts to advisers and their clients. Comparable as an emerging digital-first wealth management competitor reshaping fee structures in the Australian market.
- Praemium: Praemium is an Australian-headquartered wealth platform providing managed accounts, SMA technology, and portfolio administration to advisers. Comparable as an emerging technology-enabled wealth management player that competes for the same adviser-driven Australian client base.
Market position
Strengths1 record
Weaknesses4 records
Competitive moat1 record
Key risks4 records
Key highlights4 records
Customer concentration
Solution F Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Solution F Wealth Management leadership team
Management profileNumber of profiles
Solution F Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Solution F Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Solution F Wealth Management
What does Solution F Wealth Management do?
Solution F Wealth Management is a boutique wealth management firm based in Bungendore, Australia, founded in 1996. It provides personalized wealth management solutions, estate planning, and retirement advice to clients, operating with a small team of 1-10 employees. The firm's focus is on tailored financial guidance for individual clients seeking to grow, preserve, and transition their wealth.
When was Solution F Wealth Management founded?
Solution F Wealth Management was founded in 1996. It employs 1 to 10 people.
Where is Solution F Wealth Management based?
Solution F Wealth Management is headquartered in Bungendore, Australia, in the Oceania region.
Who are Solution F Wealth Management's main competitors?
Wilson Asset Management is listed as a regional player. Broad incumbents are BT Financial Group (Westpac), Insignia Financial (IOOF) and AMP Financial Planning. Direct peers are Synchron (Insignia Financial), Shadforth Financial Group, Godfrey Pembroke and Count Financial (Count). Emerging players are Netwealth Group and Praemium.
Does Solution F Wealth Management have an API?
No public API is recorded for Solution F Wealth Management.
What industry is Solution F Wealth Management in?
Solution F Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAEABAF, Retirement Plan Participant Advice & Managed Accounts. Its NAICS code is 52394 and its SIC code is 6282.