Peter Gerner's experience with an FMD financial adviser was positive from the start
Peter Gerner talks about the confidence and trust he has in the personal financial plan created for him by his FMD adviser. He credits his consistently well-performing investment portfolio with the stability he has experienced, both for himself and his partner, as well as their children.
13 March 2020
Monica and Paul Doman face a bright future thanks to financial planning
Monica and Paul tell us about the financial and investment strategies and support they received from their adviser, Aaron Hitch, that helped them take control of their money, get on track to achieving their retirement goals, and filled them with optimism about their future.
13 March 2020
Tony Weston says he is comfortable with retirement thanks to financial planning
FMD client Tony Weston talks about his comfort with the R-word (retirement) thanks to professional financial advice, and the role his FMD adviser played in helping him navigate complex circumstances while building a strong financial future.
13 March 2020
Mary and Trevor Parks talk about the value of financial advice and a good adviser
Mary and Trevor Parks candidly discuss the areas in which they needed the help of a professional financial adviser. They consider their FMD adviser's services to be an integral part of their health, wealth and happiness.
13 March 2020
Financial considerations during career transition
According to Australian Bureau of Statistics, 272,500 Australian positions were made redundant in 2019. It’s hard to see family, friends or colleagues go through unexpected career change, but seeking good financial advice and looking at all the options can turn a tough situation into a financial opportunity. From goal setting and budgeting to superannuation and investments, these are the essential factors to consider while making financial decisions during career transition. FMD Financial Advisers, David Batchelor and Jason Calleja, share key insights into spotting the financial opportunities in redundancy.
20 February 2020
Part 3: Protect your wealth with appropriate insurance
Don't let your insurance cover lapse if your job is made redundant. Protecting your wealth with the right type & amount of cover is most important now. FMD's financial planners and redundancy planning advisers, David Batchelor and Jason Calleja share tips on how to review your insurance plan.
2 February 2020
Part 5: Review your assets and explore an offset account
Use your redundancy payout to pay off debt immediately? That may not be the best use of your money. Here's why you could consider an offset account instead. Financial advisers, David Batchelor and Jason Calleja weigh in about the importance of reviewing your assets and making considered decisions during stressful times.
3 March 2020
ACB Melbourne 2019 panel discussion highlights
At FMD Financial's Annual Client Briefing event in Melbourne on 5th December 2019, attendees were treated to a lively and informative panel discussion with FMD Investment Committee Chairman, Richard Dahl and Director and Senior Adviser, Mike Reynolds. They were joined by Anthony Doyle of Fidelity International, while Senior Adviser, Rohan Gulasekharam moderated the discussion which centred around investing in today’s climate of big events and bigger news headlines.
9 February 2020
FMD Investment Committee: COVID-19 Market Insights
It's been a turbulent ride on global markets since the onset of COVID-19, but FMD portfolios are weathering the storm and are well placed for the future. CEO, Lee Wapling, Investment Committee Chair, Richard Dahl and Director, Mike Reynolds discuss the impact of COVID-19 on financial markets and how portfolios have responded, as well as taking a look into the future for investors.
22 April 2020
The Health, Wealth and Happiness Profiler
At FMD financial we're on a mission to get more people on the road to Health, Wealth and Happiness, so we created Australia's most satisfying financial profiler. Soon you'll discover your net worth and get your own personal balance sheet to see a true picture of your financial position. Watch this video to know more.
6 March 2020
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