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Trust is at the heart of good financial advice

The Royal Commission continues to expose the poor conduct occurring in the banking and finance industry and we’re glad the Commission is giving a voice to those impacted. Though ...

Posted by Lee Wapling

Economic Snapshot: A tale of two halves- June 2018

To use a well-worn sporting analogy, the 2017/18 financial year was a feature of two halves. The Summary The first half: 2017 saw a general swing among global investors towards risk assets [...

Posted by Richard Dahl

Invest today to live the life you want tomorrow

High quality professional wealth management advice is something we take seriously and our clients know it sets us apart. Building wealth sooner is the best way to live the lifestyle ...

Posted by Lee Wapling

The secret to consistent investment returns

We all understand that certain sectors of the market do better during particular stages of the economic cycle than others. However, trying to pick the timing of a market rotation – ...

Posted by Lee Wapling

Tools & calculators

  • 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.

    Get Started
    The health, wealth and happiness profiler

Videos

  • What to expect from a first meeting with an FMD adviser

    What to expect from a first meeting with an FMD adviser

    It’s hard to know what to expect from a first meeting with a financial adviser, but getting your questions answered is worth it. Clients usually say ‘We wish we’d done it sooner!  We’ll cover the cost of the first meeting, to ensure FMD and your chosen adviser is right for you (duration: 2:02)

  • What to expect from the Health Wealth and Happiness financial profiler

    Get a picture of your financial position in 15 minutes using our quick and convenient online questionnaire. 
    You'll  receive a personal balance sheet, see how your super is tracking and discover your net worth. You can also book a meeting with an FMD adviser to review your detailed personal report.  We pick up the tab for the first meeting so there's nothing to loose and plenty to gain! (duration: 1:28)

    What to expect from the Health Wealth and Happiness financial profiler
  • Stop guessing and start planning your retirement now

    Stop guessing and start planning your retirement now

    We have the experience, financial modelling tools, and planning and investment expertise to show you how to make the most of your money and live the life you want.