Brand profile · Financial Services

Solution F Wealth Management

Solution F Wealth Management runs a Financial Services operation from Bungendore, New South Wales. Ownership is privately held; it publishes at solutionf.com.au. It holds two addresses on record, all in Australia. It self-reports a headcount band of 2–10. Tagged superannuation, wealth management and smsf. It is listed alongside one similar brand, in Financial Services.

Profile live Privately Held Founded 1996 1 office country

Key facts

Founded
1996
30 years
Office countries
1
2 addresses
Company type
Privately Held
self-reported
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Description

Solution F is a boutique financial planning practice working across Canberra and Kiama to provide an all-encompassing wealth management solution, both for individuals seeking to accumulate wealth and self-funded retirees.

Our objective as financial planners is to plan, protect and prepare so:

  • your super is on track for your retirement.
  • your investment portfolio is up and running.
  • your family is covered in case you are injured or sick.
  • your investments are protected through your retirement years.
  • your comprehensive estate plan is in place.

At Solution F, we know it’s impossible to pick the market, and asset allocation, rather than stock selection, is more important in determining long-term performance. Rather than gamble with your money, our proven wealth management strategy is to invest it in diversified asset class portfolios.

Our unique financial planning approach, based solely upon proven principles of investing, enables our clients to immediately benefit from reduced management fees, tax savings and maximum diversification, resulting in enhanced performance.

We are not tied to any particular product or company and, like industry funds, we do not charge commissions on our super and investment portfolios.

Specialties

All 8 specialties
  • Financial Planning
  • Wealth Management
  • Estate Planning
  • Superannuation
  • SMSF
  • Retirement Planning
  • Life Insurance
  • Defined Benefit Superannuation

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU16 Rutledge Street; Bungendore, New South Wales 2621Primary
  • AUPo Box 506; Bungendore, New South Wales 2621

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Spending power

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Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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FAQ

Where does Solution F Wealth Management have offices?

Two addresses on record, Australia only. Primary: 16 Rutledge Street, Bungendore, New South Wales 2621.

What does Solution F Wealth Management list as its specialties?

Eight tags on the brand's own list, among them superannuation, wealth management and smsf.

Which companies are listed alongside Solution F Wealth Management?

1 profile lists Solution F Wealth Management as a peer — 42nd percentile in Financial Services. It lists one peer of its own. ELEVENTEN Advisory lists it back.

What is Solution F Wealth Management's website?