Eclipse Financial Management

What Eclipse Financial Management does

Eclipse Financial Management Pty Ltd is a privately held Australian financial advisory firm founded in 2009 and headquartered at 315 Main Street, Mornington, Victoria. The firm operates as a Corporate Authorised Representative of Eclipse Licensee Pty Ltd (AFSL No. 517759) and delivers personalised financial planning services to individual consumers and families across Australia, with a single physical office in Mornington and an aspirational international reach claim from the founder. The team comprises approximately 9-14 staff, including 3-4 qualified financial planners and supporting administrative and practice management roles, with co-founders Shane Casey (Principal Adviser, 30+ years of experience) and Kathryn Casey (Co-Owner & Board Adviser) leading the firm.

The firm's core offering is organised around six interconnected service areas: Wealth Creation, Wealth Protection, Portfolio Management, Retirement Planning, Aged Care, and Estate Planning. These are complemented by four online financial calculators (Mortgage, Retirement Savings, Saving, Retirement Age) that support client self-modelling. Eclipse does not disclose any proprietary technology platform, API, AI capability, or software product; service delivery relies on standard financial planning tools and a four-step consultative process (Know You, Personalised Plan, Implementation, Ongoing Guidance). The firm segments its target market into four personas — Builders (early career and family formation), Growers (mid-career wealth accumulation), Enjoyers (retirees), and Supporters (later-life and aged care) — and tailors advice to each segment.

Revenue is generated through professional-services fees for advisory work, with no publicly disclosed fee schedule, AUM, revenue figure, or pricing tier. Distribution is sales-led via face-to-face consultations supported by a content-marketing funnel (Insights blog, email newsletter, SEO, Facebook). Customer acquisition leans on referrals, testimonials, and educational content rather than channel partners or digital marketplaces. The firm shows no external institutional investment, no funding history, and no M&A activity.

Name

Eclipse Financial Management

Legal name

Eclipse Financial Management Pty Ltd

Website

https://eclipsefm.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Short description

Eclipse Financial Management is a privately held Australian financial advisory firm based in Mornington, Victoria, providing personalised wealth creation, protection, retirement, aged care, and estate planning services to individuals and families across four life-stage segments, operating under AFSL No. 517759 via Eclipse Licensee Pty Ltd.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Wealth management advice
• Retirement planning
• Estate planning services
• Aged care advisory

Headquarters

HQ city

Mornington

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Revenue is generated through financial advisory fees for personalized financial planning services including wealth creation, wealth protection, portfolio management, retirement planning, aged care, and estate planning. Services are provided through Authorised Representatives of Eclipse Licensee Pty Ltd.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Eclipse Financial Management provides personalized financial planning and advisory services to individuals and families across Australia, covering wealth creation, wealth protection, portfolio management, retirement planning, aged care, and estate planning. The firm operates as a Corporate Authorised Representative of Eclipse Licensee Pty Ltd (AFSL No. 517759) and delivers advice through a four-step engagement process supported by online financial calculators. Services are tailored to four client life-stage segments: Builders, Growers, Enjoyers, and Supporters.

Product overview

Eclipse Financial Management is a financial advisory firm offering a unified suite of personalized financial planning services. The core offering comprises six interconnected service areas: Wealth Creation, Wealth Protection, Portfolio Management, Retirement Planning, Aged Care, and Estate Planning. These services are supported by four online financial calculators (Mortgage Calculator, Retirement Savings Calculator, Saving Calculator, and Retirement Age Calculator) that help clients model financial scenarios. The firm also segments its clientele into four life stages—Builders, Growers, Enjoyers, and Supporters—and tailors its advisory approach to each segment's specific financial needs and objectives.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Creation Financial advisory service focused on growing client assets through investment strategies, superannuation optimization, cash flow management, and debt management to build long-term prosperity, for individuals and families across Australia.
• Wealth Protection Risk management and insurance solutions including life insurance, income protection, trauma insurance, and total and permanent disability (TPD) cover to safeguard clients and their families.
• Portfolio Management Investment portfolio creation and ongoing management tailored to client risk tolerance, goals, and timeframes, including asset allocation, diversification, performance monitoring, and tax efficiency.
• Retirement Planning Comprehensive retirement advisory covering superannuation strategies, transition to retirement (TTR) strategies, pension and income streams setup, and Centrelink age pension advice.
• Aged Care Financial guidance for aged care including housing options, accommodation costs (RADs/DAPs), care fees management, government benefits maximization, and asset protection planning.
• Estate Planning Estate planning services including wills and testamentary trusts, powers of attorney, wealth transfer strategies, and estate tax planning to ensure smooth wealth distribution.

Quantifiable outcome

• 10-year return on RIAA-certified responsible investment products: 13.9% vs 9.19% for rest of market

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Bridges Financial Group: Bridges Financial Group is an Australian privately owned financial advisory firm offering holistic financial planning, wealth creation, retirement, and estate services to individuals and families, closely comparable to Eclipse in size, scope, and lifecycle-based advice model.
• Shadforth Financial Group: Shadforth is an Australian financial advisory firm providing wealth creation, protection, retirement, and aged care advice to individuals, with a comparable six-service holistic proposition and a similar mid-market client focus.
• Fitzpatricks Private Wealth: Fitzpatricks is an Australian privately held financial advisory firm offering wealth creation, portfolio management, retirement, and estate planning advice, directly comparable to Eclipse in its personalised, full-service advisory approach.
• Morgans Financial: Morgans is an Australian private wealth advisory and stockbroking firm offering financial planning, portfolio management, and retirement advice — overlapping with Eclipse's holistic planning services while also offering execution capabilities.
• Ord Minnett: Ord Minnett is an Australian private wealth management firm offering financial planning, investment management, and retirement advice to individuals and families, comparable in its holistic, advice-led approach.
• Hewison Private Wealth: Hewison Private Wealth is an Australian boutique financial advisory firm focused on retirement planning, wealth creation, and aged care — closely aligned with Eclipse's mid-market, life-stage-segmented advice offering.
• DPM Wealth Advisors: DPM Wealth Advisors is a privately held Australian financial advisory practice providing retirement, superannuation, and aged care planning for individuals — comparable in its mid-market client focus and specialisation in late-life advice.

Broad incumbents

• Count Financial: Count Financial is one of Australia's largest advice networks, offering financial planning through a large network of authorised representatives; broader and more scaled than Eclipse but offering the same comprehensive financial planning services to retail clients.
• AMP Financial Planning: AMP is a major Australian wealth manager operating a large financial planning advice network across superannuation, investment, and retirement products; overlaps with Eclipse's full-service advisory proposition but at significantly greater scale.
• Insignia Financial: Insignia Financial (formerly IOOF) is one of Australia's largest wealth management groups, operating multiple advice brands across financial planning, superannuation, and portfolio management — a broad incumbent comparable to Eclipse in service scope but operating at national scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/eclipsefinancialmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Eclipse Financial Management