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Living your best financial life in 2023

It’s that time of the year when make new financial goals, promise to leave bad habits behind and recommit to a positive financial future. 

Posted by Dominic Kwok

More women taking charge of their finances

Everyone can benefit from financial planning, but women often have different career and lifestyle goals and circumstances to men, and different triggers for seeking advice.

Posted by Nicola Beswick

How happy are we in 2022?

In its 10th anniversary year, the 2022 World Happiness Report provides an insight into the happiest countries in the world.

Posted by Anna Fogarty

Are the stars aligning for downsizers?

Register for our property webinar for the latest insights into residential property markets and find out why the stars are aligning for downsizers. Family and friends of clients welcome to join.

Posted by Jason Calleja

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.