Health, Wealth
& Happiness

Get the financial advice you need to live the life you want.

The best financial advice for every life stage in Melbourne, Brisbane and Adelaide

Consolidating Wealth And Planning Retirement

You've done all the hard work building wealth. Getting financial advice now is crucial to maximising your retirement income. Downsizing, career change, aged care for parents, empty-nesting, or dream travel - we're here to help you plan with confidence.

Building Wealth, Career And Family

Working hard, parenting, renovating, doing the things you love and enjoying career success. Good financial advice now means protecting your income, balancing assets and debt, and maximising your superannuation to build wealth in these peak earning years.

Getting Started With Money

Life is busy and fun. You might be starting a business, loving work life, creating travel memories and investing in property, ETFs or shares. Getting good financial advice and support early can make a real difference to building wealth sooner through the power of compounding.

Client happiness means everything to us.

So we ask our clients after every review meeting to rate their happiness with us. What we discovered makes us pretty happy too.

are highly satisfied with their adviser
would refer us to family and friends

How financial advice changed Tony's life.

Tony Weston talks about the role of financial advice in his life

Achieve your financial goals faster with expert advice.

Our clients are hard-working professionals with serious careers, big passions and busy lives. They don't have the time or interest to watch every market move or keep track of every change in superannuation, tax or investment legislation. Instead, they trust us to build a sustainable financial plan and grow their wealth as life changes.

Whether you need to plan for retirement, set-up a Self-Managed Super Fund, protect your income, build a high-performing investment portfolio or manage the impacts of an inheritance, divorce or redundancy; our six pillars of advice will ensure every base is covered.

Goal Setting
Goal Setting
Income & Budgeting
Income & Budgeting
Assets & Debt
Assets & Debt
Your Financial Legacy
Your Financial Legacy

Learn about our six pillars of advice

Financial advice services that make life easier.

The research is clear, goals-based financial advice improves overall wellbeing and makes life better. People under advice have a better of control of their finances, greater peace of mind and more confidence to achieve their goals. What’s not to love? The sooner you get started, the sooner you’ll experience the benefits.

brings greater peace of mind
better control of finances
helps achieve financial goals

Our financial advisers are experienced, highly qualified and here to help.

Our diverse team of financial advisers are some of the best in the business. Many have been with us for over 10 years and have been long-term partners on their clients' financial journeys.

Meet the team to see who could be a good fit for you, request a chat or book time in their diary to meet.

financial adviser and client

Book an initial meeting to see how professional advice can help you achieve your financial goals.

1. What would you like to discuss most?

2. Choose your nearest FMD office

3. Let's find you the right adviser

4. Let us know a few more details and we'll be in touch to arrange a meeting soon.