It was the late 90's, compulsory superannuation had made investment strategies relevant to every high-earning professional, and the financial advice industry in Australia was booming.
Three successful young advisers were working for a market leading firm that was growing fast and chasing profits. Greg Fagan, David Murray and Adam Davenport (FMD!) loved providing sound, personal advice to successful people. They weren't interested in the new 'sell your stuff to everyone quickly and move on' model the big name companies were pushing.
They knew people who valued advice wanted a personal relationship with their adviser that lasted the distance. They wanted one person to talk to about everything, from super to their mortgage, to insurance and Wills. So one night over beer and pizza, they hatched a plan “Let's go and start our own boutique firm that has the highest values from day one.” Their hunch about the importance of relationships and values was right, because those clients who supported this new business in 2001 are still our clients 18 years later.
FMD was born in between the tech crash of 1997 and the World Trade Centre attack in 2001 and grew with our clients surviving the GFC in 2007. We know all about prospering in the face of change or uncertainty and staying the course in the search for health, wealth & happiness.