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Economic Snapshot: Global equity markets rally

Global equity markets rose 3.1% in June, with a 7.6% return for the quarter. The rally included growth stocks, the IT sector, banks, retailers, small caps, REITs, and materials.

Posted by Richard Dahl

Young professionals feeling the squeeze

We are witnessing a significant shift in generational wealth accumulation and concerns that the next generation could be the first since Federation to be worse off than their parents.

Posted by Cameron Sicker

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.

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    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.