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Our new-look website is making it easier for clients to find information and news and easier for those new to FMD to meet our advisers, ...
In a month characterised by shifting sentiments and global economic resilience, the Reserve Bank of Australia (RBA), at its second meeting for the year, opted ...
While the hit TV series Succession depicts more of a Murdoch-style dynasty than the average successful Australian family, it does highlight the drama and tension ...
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 ...
With busy lives and growing distances between homes, it’s easy to feel out of touch with friends and loved ones. Family gatherings such as ...
When the time comes for a loved one to move into aged care, there are lots of complex and emotional decisions to be made, not ...
When we launched Rev Invest almost a year ago, our vision was to create a simple, accessible and affordable direct investment platform to help more ...
Something we don’t always think about when we are fit and well, is whether someone we trust could act on our behalf legally and ...
Introduction The Federal Treasurer Jim Chalmers took 31 minutes to announce his first full year budget for the Albanese Labor Government last night as he tried ...
The Financial Planning Association of Australia (FPA) recently partnered with Fidelity International to conduct research to measure the benefits and value of working with a ...
It’s that time of the year when we make new financial goals and promise to leave bad habits behind. Whether it’s failing to ...
Everyone can benefit from financial planning at key life stages, but women often have different career and lifestyle goals and circumstances from men, and different ...
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name ...
The link between financial wellbeing and peace of mind has never been clearer, and more people then ever realise that in order to sleep well ...
Being stuck at home in endless COVID-19 lockdowns has given many people time to think about their financial future, if new enquiries to our advisers ...
Being in the advice business for 20 years, we’ve learnt a lot about what motivates people to seek good advice, and how much bad advice ...
Budget 2021-22 follows on from the last Budget’s theme of getting Australia through the pandemic and promoting economic growth and employment. The Australian economy ...
There are more thresholds, caps and restrictions to manage than ever before when it comes to superannuation and Self-Managed Super Funds and more complexity lies ...
Covid-19 has led to widespread business and employment uncertainty. Typically, in times of recession, lower skilled workers bear the brunt of the economic impact, but ...
When it comes to separation and divorce, couples are plunged into the overwhelming situation of having to make decisions that will affect themselves, their families ...
Evidence is mounting that pandemic pressures helped drive Australian divorce applications to their highest level in over a decade, as more people reevlauate their relationships ...
Every day we receive calls from clients facing a change of life circumstances that significantly impacts their finances. It could be unexpected career change or ...
Useful links × Some useful website links relating to COVID-19 Australian Government Department of Health – facts and resources regarding COVID-19 Treasury – key economic response to COVID-19 ...
With job advertisements falling from their September 2022 peak and the economy slowing after rapid interest rate rises, more companies are expected to follow the likes ...
Latest ASIC research adds to the growing body of evidence around the high value of financial advice. *Over 80% agreed that planning their financial future made ...
Super regulations are always changing - there have been 43 legislative and regulatory changes in Self-Managed Super alone in the last five years! (1) While super may ...
The old adage that people are more likely to change their partner than their bank may not be true for much longer. In the coming ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
In their Retirement Income Report based on a survey of 7,305 Australians over the age of 40, Australian research firm, Investment Trends, revealed that only 46% of Australians ...
Most people believe there is a right time to seek financial advice – close to ‘retirement age,’ with a good amount of money to invest and ...
Updated on 4 June 2019: The information contained in this article is accurate for the financial year 2019-20 If your role has been made redundant, you don't ...
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 ...
There comes a time when the kids move out, you’re ready to travel or you’re getting older and the family home starts to ...
Are you Queensland born and bred? I grew up in Warsaw, Poland and came to Australia in 1999. I first lived in Adelaide where I began ...
Article update: The Basic Daily Fee and means-tested care fee mentioned in this article are as per The Department of Human Services' revised aged care ...
One of the most satisfying things about providing high quality, personal financial advice is helping people follow their passions beyond work. Vice-President Alzheimer's Australia, Tony ...
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name ...
Research shows 46% of employees worry about their finances and that worry can stop them achieving at work and feeling positive about their job. It's a ...
In September 2015 a study conducted by the Financial Planning Standards Board in association with the Financial Planning Association (FPA) found 70 per cent of Australians did ...
It’s been 15 years in the making, but the vision which inspired FMD founders Greg Fagan, David Murray and Adam Davenport to build a relationship-driven, ...
Many people in their 30s and 40s are already concerned with their ability to save, achieve financial goals and adequately grow their superannuation for the ...
There may not be a formula for creating health, wealth and happiness, but nearly two decades of providing personalised financial advice to clients across Melbourne, ...
Financial markets are back in the headlines for the wrong reasons. A variety of concerns has led to a level of volatility that hasn’t ...
People aged 65 and over are our nation’s fastest growing age group and one million Australians already receive Aged Care – a figure set to soar ...
Is it time to get a plan?The focus around the 14th Annual Financial Planning Week this year is aimed at educating Australians on what ...
We recently got talking about the reasons why people avoid seeking financial advice. Here are our top six. 1. You can do it yourself The thousands ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
The title 'financial adviser' is often misunderstood. This is partly because the title is used to describe advisers that work for - or are affiliated ...
With change on the horizon, early preparation and sound financial advice has never been more important to managing aged care with confidence. From July 1, 2014, changes ...
The end of September marked the end of yet another AFL premiership season (well done, Hawks!) and the NRL Grand Final between the South Sydney ...
We’ve spent the last 12 years helping clients build, manage and protect their wealth and we look forward to remaining your trusted partner on the ...
