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Our formula for investment success

They say there's no formula for success, but with years of experience offering personalised investment advice and now with over $1 billion of funds under management, our investment committee has learned ...

Posted by Richard Dahl

Preparing for the emotional shock of retirement

Retirement is something people often wait for all their working lives, yet few consider how they will spend their time once the freedom to do whatever they like wears thin. ...

Posted by Lee Wapling

The changing role of Australian grandparents

Changing role of Australian grandparents The generation of free thinkers who changed the world are now busy transforming retirement into the very antithesis of a slowing lifestyle. For Australia's 5.3 million ...

Posted by Craig Williams

How will the 2015 Federal Budget affect you?

Last week’s federal budget announcement has been assessed as unfair by some and with many measures still blocked in the Senate, it means it is nuanced with good and ...

Posted by David Batchelor

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.