Jeremy McPhail
Jeremy McPhail

Head of Investment


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Investing in the next generation

It has been a big year for products and partnerships that support FMD's commitment to investing in the health, wealth and happiness of the next generation.

Our online investment platform, Rev Invest, has given people under 35, who may be starting their wealth building journey - or saving for that all-important first home deposit - an opportunity to access portfolios backed by the expertise of the FMD Investment Committee, even if they don’t need financial advice services yet.

For clients who want to give the gift of investing to a child or grand-child this Christmas, there’s still time to take advantage of our Family and Friends $100 Sign-up Bonus, on offer here until 31st December.

Our Rev Invest portfolios are finishing the year positively and we’re looking forward to welcoming more new investors in 2024.

Rev Invest Portfolio Performance to end November 2023

i.Performance data current as at 30 November 2023 ii.Past performance is not a reliable indicator of future performance, and the above information is of a general nature only and should not be considered as personal financial advice that takes into account your individual objectives, needs or circumstances. iii.The Model Portfolio (Springboard, Balanced, Pure Growth, Good Citizen and Global Leaders) returns are calculated using the net asset value at the start and end of the specified period after all fees have been deducted. Distributions are assumed to have been reinvested whilst no allowance has been made for tax. The inception date(s) for the model portfolios are November 8, 2022.

The financial education your kids didn't get at school

For those not yet ready to invest, but keen to boost their money knowledge, savings and credit score, we've partnered with the team at Flux Finance, developers of a popular app designed to do just that.

Flux have already helped 350,000 Aussies win at money and now there's an FMD version of the app focused on building investment knowledge.

Watch this short video from Flux Co-founder, Brett Joffe, about the benefits of joining the Flux community.

So, if you’re getting together with kids, nieces and nephews over the holiday period, spread the word about the FMD Flux app. Like most apps, there are some premium services which attract a subscription fee, but anyone can get started with high quality money management news and education for free.

Think of it as our gift to the young adults in your life.

They can download the Flux app here and start winning at money.

General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977. Rev Invest Pty Ltd is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977.