Falcon Financial Advisers

Name

Falcon Financial Advisers

Legal name

Falcon Financial Advisers Pty Ltd

Website

https://falconfa.com.au

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Falcon Financial Advisers is an Australian comprehensive financial planning practice serving individuals, families, and small business owners across all life stages through three NSW offices and national remote advisory capability.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Fee-Only Advisory (FSAEAAAL), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Wealth management advice
• Retirement planning
• Investment advisory
• Personal financial advice

Headquarters

HQ city

Balgowlah

HQ country

Australia

HQ region

Oceania

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Initial Financial Planning Fees: Fixed-fee pricing for comprehensive financial plans, payable in two instalments (50% upfront, 50% on plan presentation). Fee ranges vary by client segment: Young and Established Families $3,850–$6,600; Small Business Owners $4,400–$8,800; Pre-retirees and Retirees similarly tiered. Scope ranges from limited super/insurance plans to full comprehensive financial plans. For superannuation advice, fees may be deducted directly from the superannuation balance.
2. Ongoing Service Retainers: 12-month service retainers payable monthly via direct debit or from managed investment/superannuation accounts. Four service tiers: Starter from $292/month, Intermediate at $550/month, Advanced at $1,250/month, and Insurance Only with no ongoing fees. Fees are customised to each client's circumstances and adjusted annually with informed client consent. The firm explicitly avoids percentage-based asset fees, applying only a limited investment factor.
3. Insurance Commissions: Commission-based remuneration for insurance advice, where Falcon may receive up to 66% of the first-year premium and up to 31% per year thereafter on life insurance policies placed. Commissions are only accepted when demonstrably in the client's best interests, fully disclosed in the financial plan.
4. Execution Only / Ad Hoc Advice: Hourly-rate ad hoc advice at $350 per hour for clients not under a formal service agreement, covering one-off events such as estate execution assistance or aged care transitions. A monthly option at $350/month is also available.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Falcon Financial Advisers is a comprehensive financial advisory practice selling personalised Statement of Advice (Initial Financial Plan) and ongoing monthly retainer services to Australian individuals, families, and small business owners across all life stages. Coverage spans wealth and cash flow planning, investment management, superannuation and retirement planning, social security and aged care, personal risk protection/insurance, business succession and key person protection, intergenerational wealth and estate planning, plus complex advice (Employee Share Schemes, UK pension transfers, debt recycling).

Product overview

Falcon Financial Advisers is a comprehensive financial planning practice offering a unified suite of advisory services rather than a software product. The core offering comprises Strategic Wealth and Cash Flow Planning, Investment Management, Superannuation and Retirement Planning, Social Security and Aged Care Planning, Personal Wealth Protection and Insurance Advice, Business Succession Planning, and Intergenerational Wealth and Estate Planning. Additional specialized services include Complex Financial Advice covering Employee Share Schemes, UK Pension Transfers, and debt recycling strategies. The company structures its services into two main phases: an Initial Financial Plan for new clients (Statement of Advice) with pricing tiers based on client type ($3,850-$8,800), and Ongoing Service packages for existing clients with monthly retainers ranging from $292-$1,250. A dedicated Next Generation sub-brand serves younger clients earlier in their financial journey with tailored pricing.

Differentiator

Problem solved

Functional benefit

Products and services

• Initial Financial Plan (Statement of Advice) A comprehensive initial financial plan and Statement of Advice for new Australian clients, available in tiered pricing ranges by segment — Young and Established Families $3,850-$6,600; Small Business Owners $4,400-$8,800; Pre-retirees and Retirees within comparable ranges — covering wealth accumulation, investment management, superannuation, retirement, insurance and estate planning.
• Ongoing Service Package — Starter 12-month retainer from $292/month providing full implementation, setup, management and administrative support of recommended financial arrangements, yearly service and investment management package, basic secure client portal subscription, and one formal progress meeting per year. Suitable for young families and retirees with simple advice requirements.
• Ongoing Service Package — Intermediate 12-month retainer at $550/month including all Starter features plus the pro secure client portal with live banking and investment data feeds, 1-2 formal progress meetings per year, coordination with accountant, mortgage broker and solicitor network, and liaison with Centrelink/DVA including nominee portal access.
• Ongoing Service Package — Advanced 12-month retainer at $1,250/month including all Intermediate features plus two formal progress meetings per year, strategic review of financial arrangements and financial modelling at least every two years, annual meeting with accountant for tax planning, and bespoke specialist projects such as Employee Share Schemes and additional tax entity investment planning.
• Ongoing Service Package — Insurance Only Insurance advisory service with no ongoing service fees; commission-based on insurance cover placed (up to 66% of first-year premium, up to 31% per year thereafter). Includes annual review of policies and cover levels and assistance lodging insurance claims. Suitable for clients without urgent wealth planning needs.
• Execution Only / Ad Hoc Advice Hourly ad hoc advice at $350 per hour or a flat $350/month rate for clients without a formal Ongoing Service Agreement, covering one-off events such as estate execution assistance or aged care transitions.
• Next Generation Service Tailored financial advice service for children and grandchildren of existing Falcon clients, focused on building strong financial foundations, improving confidence and financial literacy, and providing practical guidance as life and career evolve. Operates under a different fee model to the main advisory service.

Quantifiable outcome

• Financial plans are designed to pay for themselves through tax-effective strategies and/or savings on product fees versus prior arrangements, with benefits compounding over the plan's life.
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Personal Financial Services LimitedcoreStrategic or Co-development PartnerPersonal Financial Services Limited (AFSL 234459 / ABN 26 098 725 145) is Falcon Financial Advisers' licensed principal — the authorised financial services licensee under which Falcon operates. Falcon Financial Advisers Pty Ltd is a Corporate Authorised Representative (001307949) of Personal Financial Services Limited. The licensee provides the firm with institutional scale, systems, compliance support, and regulatory rigour, ensuring advice meets the highest quality standards.
• Eagle FinancialminorGTM or Marketing PartnerEagle Financial is an accounting firm that is part of the broader professional network that Falcon is part of. Eagle Financial shares office locations with Falcon (Balgowlah and Newcastle) and generates cross-referrals for clients needing accounting services alongside financial advice.
• Right FinancialminorGTM or Marketing PartnerRight Financial is a mortgage broking firm in the professional network with Falcon. The firm generates cross-referrals for clients who need mortgage financing in conjunction with financial planning advice.
• bib.com.auminorGTM or Marketing Partnerbib.com.au is a general insurance broking firm in the broader professional network with Falcon, generating cross-referrals for clients who need general insurance alongside personal financial advice and wealth protection planning.
• Reed AccountsminorGTM or Marketing PartnerReed Accounts provides bookkeeping services accessible through Falcon's Newcastle office and partner network. The firm is referred to clients needing bookkeeping support alongside their financial advice.
• Nest Coworking SpaceminorOthersFalcon Financial Advisers' Newcastle office is located within Nest Coworking Space at Level 2, 180 King Street, Newcastle NSW 2300. The coworking arrangement provides professional meeting facilities and a central Newcastle CBD location.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Shadforth Financial Group: Large Australian financial advisory firm offering comprehensive financial planning, wealth management, and superannuation advice. Comparable as a holistic advice provider serving individuals and families across life stages, though significantly larger and more established than Falcon.
• Ord Minnett: Australian private wealth advisory firm offering investment advice, portfolio management, and superannuation services to high-net-worth individuals and families. Comparable in delivering comprehensive advice across life stages, with a focus on wealth management.
• Morgans Financial: Australian full-service wealth management firm offering financial advice, stockbroking, and portfolio management. Comparable in providing comprehensive financial planning to individuals and families, though with a broader investment banking and wealth platform.
• AMP Advice: One of Australia's largest financial advisory networks, providing comprehensive financial advice, superannuation, and retirement planning. A broad incumbent with overlapping service offerings though distributed across a much larger adviser network.
• Macquarie Wealth Management: Large Australian financial institution offering comprehensive wealth management, investment advisory, and superannuation services. Comparable in target client base and advice offerings, though operating at vastly larger scale across institutional and retail segments.

Direct peers

• Sequoia Financial Group: Mid-sized Australian financial advisory and accounting services network offering holistic financial planning to individuals, families, and small business owners. Closely comparable to Falcon in target segments and service breadth, though larger and more diversified.
• Count Limited: Australian financial advice and accounting network supporting independent financial advisers. Comparable in serving comprehensive financial planning needs for SMB and family clients, with a similar licensee-style model and fee structures.
• GFM Wealth Advisory: Independent Australian financial advisory firm offering comprehensive financial planning, investment advice, and superannuation services. Directly comparable to Falcon in size, service scope, and target client base of professionals, families, and small business owners.
• Hewison Private Wealth: Independent Australian private wealth advisory firm offering comprehensive financial planning, investment management, and retirement advice. Similar in delivering holistic, fee-based advice to individuals and families across Australia.
• Affinis Financial Planning: Independent Australian financial advisory firm providing strategic financial advice, investment management, and superannuation planning. Similar in offering holistic, fee-based advice to professionals, business owners, and families across life stages.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/falconfa

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Falcon Financial Advisers