Please note
Due to a global Microsoft outage on 13th November, phone and email communications to FMD offices and staff are unavailable. If you need to reach us urgently, please contact 0429 326 055.
Get the financial advice you need to live the life you want.
You may find the answers to these questions useful when deciding to meet with an adviser.
Successful people are used to handling their own finances, but you may reach a point where financial management becomes too complex or time consuming and the consequences of financial mistakes far-reaching. At this stage it's wise to turn to a professional adviser who can help you build and protect wealth over the long-term.
If you value receiving expert advice (perhaps you're an expert in your field!) you know the importance of sitting down face-to-face to solve problems or improve your position. Our advisers don't give advice over the phone to new clients because we have a duty of care to consider your overall situation. That's best done in an initial consultation at our offices in Melbourne, Brisbane or Adelaide. We'll pick up the tab for the first meeting!
Much like a personal trainer or career coach, your FMD adviser will help you set financial goals and hold you accountable. So you need to be ready to improve your financial position. If you are time-poor, have unresolved financial or investment decisions, need to plan for retirement or are facing lifestyle or career change, seeking advice can be a great relief. Many of our clients are successful executives or business owners who value expert financial advice so they can focus on what they do best.
The title 'financial adviser' is often misunderstood, partly because it is used to describe advisers that work for or are affiliated with banks or superannuation funds. FMD Financial is not owned by or affiliated with another financial institution, and we charge a fee for service based our clients' individual needs. When choosing an adviser look for someone qualified and experienced, who is happy to offer client references. Choose someone you like and feel comfortable talking to. Over time they will become an important person during life's biggest challenges, like redundancy, divorce or the death of a loved one.
Our clients know quality advice is an investment in the future and they partner with us for the long-haul because their investment pays off. We're committed to being open and transparent about our fees and what you can expect from our advice process so more people can experience the confidence and that comes from getting good advice.
Australian Government Department of Health – facts and resources regarding COVID-19
Treasury – key economic response to COVID-19
Australian Taxation Office – COVID-19 support available
Centrelink – for those who expect to receive assistance if affected by COVID-19
Business.gov.au - Information and support for businesses affected by COVID-19
Due to a global Microsoft outage on 13th November, phone and email communications to FMD offices and staff are unavailable. If you need to reach us urgently, please contact 0429 326 055.
You've done all the hard work building wealth. Getting financial advice now is crucial to maximising your retirement income. Downsizing, career change, aged care for parents, empty-nesting, or dream travel - we're here to help you plan with confidence.
Working hard, parenting, renovating, doing the things you love and enjoying career success. Good financial advice now means protecting your income, balancing assets and debt, and maximising your superannuation to build wealth in these peak earning years.
Life is busy and fun. You might be starting a business, loving work life, creating travel memories and investing in property, ETFs or shares. Getting good financial advice and support early can make a real difference to building wealth sooner through the power of compounding.
So we ask our clients after every review meeting to rate their happiness with us. What we discovered makes us pretty happy too.
Ed Barlow
Tony Castellano very obliging & easy to follow..
Margaret Moller
I 100% recommend FMD (and particularly Anna) for any financial planning services. She goes above and beyond to provide a great service.
Glenn Guy
I've only just retired and am a new customer at FMD Financial. Both Aakesh and Olivia have made the onboarding process straightforward and I feel like I've learned quite a lot in the process. I deeply appreciate the patience, care and attention to detail with which Aakesh and Olivia have dealt with my specific and somewhat unique situation and aspirations.
Colin Park
Olivia and Aakash were most helpful and informative, can't recommend them more highly. Their expertise made the whole process clear and straightforward.
Alana Guy
I've used Jimmy at FMD (previously Hatch FS) for several years. Jimmy has been assisting with finding me a better deal on my mortgage and has taken the time to understand what is important to me. It's a pleasure dealing with Jimmy and I'm grateful for his assistance. Would recommend!
John Shackleton
For almost 20 years Adam Davenport has become our friend at FMD. He and his team provide a great service.
Mark Davis
FMD provides through/brilliant financial advice and investment solutions to mazimise my superannuation goals. Very happy with the staff who have a focused idea of what is best for your needs and requirements. Highly recommend FMD.
Jenny Levkovich-Geduld
We had such a great experience with Jimmy Wong. He was incredibly knowledgeable, kind and thoughtful, and made the whole mortgage process feel so much easier than we expected. Jimmy was always happy to answer our questions, explain things clearly and make sure we understood everything. He’s also genuinely funny and easy to talk to, which made the whole experience even better. We really felt like Jimmy cared about getting the best outcome for us and went above and beyond to help. We couldn’t recommend him highly enough and would definitely use him again! Thank you Jimmy for everything, we are beyond grateful for you!
Miriam Ho
Andrew Goh is an exceptional professional in his field. His explanations are easy to understand and his knowledge is trustworthy. He is friendly and of a warm nature. I have recommended Andrew and they are very happy with him.
Kathy Barber
We have been incredibly impressed with Andrew and the support he has provided us in managing our super and planning for our future. Andrew has a real talent for taking what can feel like complex financial information and making it easy to understand. He has helped us move from the security of a regular salary to genuinely seeing how our super can provide that same sense of confidence and security in retirement — without having to compromise on the lifestyle we want. He has helped us feel confident about building towards the retirement we’re looking forward to: one with the freedom, flexibility and financial security to enjoy plenty of adventure and make the most of the years ahead. Andrew is always willing to ask the hard questions, explain things clearly and keep us fully abreast of what is happening and why. We really value the way he takes the time to understand our goals and makes sure our financial planning stays aligned with them. Most importantly, Andrew genuinely cares about getting the best outcome for us. He has always treated us brilliantly, with professionalism, honesty and a personal approach that gives us great confidence in our decisions. We couldn’t recommend Andrew highly enough to anyone looking for a financial planner who can make the complex simple, truly understand what matters to you, and help turn your financial goals into a confident plan for the future.
Melinda Barrie
Fantastic service and fast follow up. I highly recommend FMD Financial for all your finance needs!
DAVID KENDALL
FMD Financial has been my trusted adviser for many years. The sound and strategic advice I received several years ago is now providing invaluable support to my family and me at a time when we need it most. Andrew Goh and the team at FMD have always been readily available, whether by phone or email, to provide guidance and support. It is a great comfort knowing that Andrew and the team are always there when we need professional advice and reassurance. Thanks, FMD
Vina Huynh
Jimmy was incredibly patient and supportive throughout the entire process, especially with me being a very overwhelmed first home buyer with a million questions! He always took the time to explain things and reassure me, no matter how many times I asked. When an issue came up with the bank on settlement day, he even left a conference early and worked with his team to have everything sorted within 30 minutes, which I really appreciated.
Shane Shookry
Professional, unbiased, transparent, and well informed.
J
My husband and I got in touch with FMD Services to get an idea as to how we should manage our finances as we were approaching our retirement. Our experience with FMD Financial was excellent. Aakash and Arunabh gave valuable, clear advice right through out the period we were in contact with them. They were professional, prompt and caring and was able to customize the advice that suited our needs. We received very good advice which were always supported with facts. Aakash and Arunabh were always prompt in responding to our queries. We felt that our needs were well looked after. We are very grateful to Aakash, Arunabh and FMD team for their excellent service. We wish both Aakash and Arunabh all the very best. They are an asset to any organisation they work for. Thanks Aakash and Arunabh! Jayanthi and Kapila
Zoe Alberts
Jimmy was amazing! He met a very difficult loan approval timeline and turned everything around extremely quickly. His communication was perfect and I couldn’t have asked for a better experience navigating something I didn’t have much knowledge about. Jimmy took the time to explain to me why he was recommending the things he did, and that filled me with confidence when making my decisions.
Elvio DiZane
We have found that our current financial position has been greatly enhanced from our dealings with Martin Hawkins and his Team at FMD.
Shira Appelboom
I would wholeheartedly recommend Tim Gaspar if you are after a trustworthy, reliable and efficient mortgage broker. Tim turned around my loan in record time with no fuss, taking the stress out of purchasing a property. He is professional, highly experienced and genuinely cared about what was in my best interests. Highly recommend - you will be in safe and caring hands!
Chloe Eagles
I couldn’t recommend Andrew Goh highly enough. He has been absolutely outstanding and always seems to have a solution for every challenge you’re facing or a goal you’re wanting to achieve. You’re met with zero judgement—just a listening ear, genuine compassion, and an incredible wealth of knowledge to help guide you. We are forever grateful for everything Andrew has done for us. Thank you for your unwavering support, kindness, and dedication. We will continue recommending Andrew Goh and the team at FMD.
John Turner
Easy to understand communication, honest and listens to our needs and expectations
Tania H
We’re totally happy with Andrew’s management of our finances. I trust him implicitly.
Brett Archer
We’re to start , we have been dealing with Rebecca and in recent years David from FMD. Like many superannuation has felt like something that you have to do and at that point in time struggle to see the benefits for a number of years now Rebecca and David have been working with us to help us get to the point where we were able to retire it’s not until you need the Service you realise it is invaluable advice that they have been giving you for a number of years however it’s not until you need to retire. You understand the value of having a good financial planner that being said a good financial planner is exactly what Rebecca is. We are now in a position where we have been able to retire, albeit somewhat semiretirement for me and I can confidently say that should we not have engaged the services of FMD or to be more precise, Rebecca I doubt that we would be in the position that we are in the position that we will be in the future
Zoe Van Cuylenburg
Andrew at FMD financial is the best! I have been with him for the last 6-7 years and could not be happier. Highly recommend Andrew Goh!
Patricia Mary Ryan
Particular appreciation and thanks to my FMD adviser, Andrew Goh, whose expertise and advice are invaluable in keeping my financial plan on track in what is often a volatile market.
Teresa Townsend
My mother and I have used the services of FMD for many, many years now and we have always been totally satisfied with the service that Andrew Goh has provided to us. We would be more than happy to recommend him and FMD to any one who enquires as to who we use to handle our finances
Danny McCarthy
I have been working with Andrew from FMD for a number of years, almost 20, and have always enjoyed our meetings. He is always well prepared and more than helpful in all aspects of the services they provide. I would recommend FMD to my family and colleagues.
Ruth Nicholls
My experience with Nick Stanley of FMD continues to be most satisfactory. As my advisor of many years Nick continues to understand my needs and desires. His explanations are clear and easy for me to understand. The management of my portfolio and pension is excellent with reliable advice. Annual reviews are a pleasant experience. I am glad to have FMD continuing to manage my affairs and have confidence I am being looked after well.
Helen Goodman
My husband and I have been the recipients of very trustworthy, enjoyable, reliable, and carefully executed financial planning advice for some years, initially from Bentley Klein, and subsequently into FMD, a move carefully orchestrated by Bentley in his brave facing of his untimely death. Andrew Goh ably acted as our main contact during this transition, until we were allocated to Karl Hunting. We have been working with Karl now for 6 years, and we could not recommend him highly enough. Karl’s level of service, interest, intelligence, knowledge, humour, and overall general care we think is unsurpassable. There is no concern, big or small, we can’t bring to our meetings, and we leave feeling listened to, understood, gently guided and more informed. We have only recently touched on the wider services of FMD, when one of our sons needed some initial advice in the property area. However, we know some of what else is available within the firm, and may, in future, use these services in conjunction with Karl, such as issues requiring attention around aged care. We could not be happier with the service and care we receive from Karl, and FMD.
David Safstrom
We met with Tony Castellano today,who has been working with us for several years now. Our discussions are always productive and his advice is relevant and useful. We would have no hesitation in recommending Tony’s professional advice.
Fiona Hartung
Karl has absolutely been brilliant steering my husband through parents retirement, through to aged care and then the passing of Dad. The family could not thank you enough for your sound guidance and support.
Neil Buder
Having little idea on how to prepare for retirement we were very fortunate to meet Danial Acardiou (Adelaide office) man years ago. Daniel's outstanding communication and solid understanding of the financial services sector has allowed us to transition into retirement in a muche better position than if we had just allowed our super to sit in a fund. Being so unfamiliar with investing, entitlements etc, it is very apparent Daniel (& the Adelaide team) are highly knowledgeable professional, who make interactions with the office easy and pleasurable
Peter Hopkins
John was very helpfull full of information.
Kelvin Walsh
FMD, and Andrew in particular, have helped me plan for a sustainable retirement aligned with my aspirations. Andrew has been fantastic in helping me balance current and future needs, and made these discussions and decisions clear and easy to navigate.
Gregory Best
We were extremely fortunate to be recommended to contact Karl Hunting by a family friend when we had to navigate the Services Australia labyrinth to access an Aged Care home. Karl's knowledge and understanding of this process is unparalleled. Karl guided us with expert advice and recommendations, working quickly with an empathy and understanding of what we were having to manage. I have no hesitation recommending Karl to you.
Robert White
We count ourselves extremely fortunate to have worked with Rebecca Poynton over recent years. Rebecca has not only provided excellent, timely, financial guidance & advice, she has taken an active interest in our lives to ensure our strategic plan meets our current & future life goals. She is a thorough professional, respectful, courteous & always pleased to see us! No doubt she makes all her clients feel the same way. We cannot recommend her & FMD highly enough! Rosie & Rob White
Denis Dacey
Anna Oudendijk at FMD Brisbane is our Advisor. She is amazing - responsive, knowledgeable and a very sincere, delightful person. We could not be in better hands!
Henry Lieshout
FDM Financial exel in providing an excellent service, prompt advice, honest feedback. Darren Gulasekharam is the best adviser we have had. A total professional and competent adviser with great communication skills. Highly recommended.
Terry Butefisch
Daniel Arcadiou, our Financial Advisor has been managing our investments now for 13 years and has kept us well informed with excellent communication, as to market changes and portfolio management. On a personal level Daniel is a vibrant friend, full of energy and solid information to handover in our partnership, handling our financial affairs in our retirement. Thankyou Daniel
Kelly Stevens
Andrew Goh has provided me with sage advice and recommendations. I trust him and his team. He follows up on requests and is prompt and punctual at all times. He keeps me on track with what i need to do at my end. Highly recommend him.
Ben Cook
Endre is incredibly knowledgeable about the life insurance space - and great to deal with too. Thanks for all your help and guidance. ???? recommend.
Janet Etty-Leal
FMD have provided much more than managing my Super Fund: they have been available consistently to advise and support me with sorting out financial 'curve balls' in life. David Batchelor and his wonderful colleagues are an awesome team! Managing finances is not a key strength. Consequently, I deeply appreciate the outstanding service provided by FMD. Their generosity, care, expertise and kindness give me peace of mind and a deep sense of security. I whole-heartedly recommend FMD to anyone seeking expert financial management.
Mike Duell
Tim at FMD Financial was very supportive of our recent home purchase. He guided us through the whole process while being professional, knowledgeable and accessible. All the characteristics of an advisor for an important life decision. I highly recommend Tim and his team.
Trevor Saldanha
Darren at FMD Financial was fantastic to deal with. He is professional, courteous, knowledgeable and genuinely helpful — exactly what you want when making important financial decisions. He explains things clearly, takes the time to understand your situation, and makes the whole process feel easy and reassuring. We’ve always had a great working experience with Darren and wouldn’t hesitate to recommend him/FMD Financial to anyone looking for trusted financial advice.
Pierre Blenderbuss
I've used Tim Gaspar (at FMD) for a few significant financial situations and he and the team have always come through with my best interests at heart. They are supportive, transparent and professional. I can't praise them highly enough for helping with me and my family's financial future.
Geoff Edwards
Amdrew is always helpful and constantly keeps us updated on our investments in easy understandable communications
Jon Dawson
Highly recommend Jon Silcock Finance Adviser from FMD Financial. Professional, friendly and always offering good advice on financial matters. Have dealt with Jon over the past 20 years plus.
Danny Sgro
Jimmy is fast, proactive and empathetic. He is also very knowledgeable and efficient. Thank-you so much!
Shiro Sgro
If you’re looking for a reliable and trustworthy financial adviser, I highly recommend Jimmy Wong from FMD. He has supported us on multiple occasions, and each experience has been exceptional. Jimmy is highly professional, extremely efficient, and truly committed to delivering the best outcomes for his clients. Every process we’ve gone through with him has been smooth, well-explained, and completely stress-free. We will continue to seek his guidance in the future. Highly recommended Jimmy.
Paul
Jimmy Wong at FMD is not only a great mortgage broker who is professional, responsive, efficient, polite and a gun who gets the job done with zero fuss, he is in fact, the best person I have ever dealt with in my entire life of dealing with service professionals. I cannot recommend Jimmy any more, he is the best at his job and if you go with him you will be extremely happy.
Mark Sarachik
Unbelievably efficient and in tune with my financial requirements. Tim Gaspar demonstrated insights to my requirements that were truly impressive. I have no hesitation in recommending their services.
Bruce Butler
Very good, explained in simple terms.
Stephen Weston
Would recommend Andrew Goh @ FMD FINANCIAL for advice on all money matters, he has been looking after my superannuation for a few years now and it’s still growing.
Judy De Haan
Andrew at FMD is an outstanding financial advisor. I can highly recommend him to anyone wanting expert Financial advice. He has been looking after me and my family for many years.
Trevor Collette
Excellent review undertaken today with Andrew Goh. All necessary aspects were comprehensively covered. Andrew made complex finance so simple.
Noelene Bunn
Andrew answered all questions to our satisfaction. He was well versed in our financial situation. He has responded quickly to any of our queries or requests during the year. We have been very happy with Andrew as our financial advisor. Ron and Noelene
James Bill
Andrew at FMD manages my parents super. His communication and attentiveness has been amazing. I would recommend the business, particularly Andrew, to anyone who was looking for a managed super portfolio.
John Sevald
Thanks, Andrew Goh, for your ongoing help and support. It is important to us to be able to believe and trust in the person that is advising us on our financial journey. Everything was explained so that we understood.
Don Porter
Megan was very good to us. She explained various financial facets very well. In our case, her advice was very relevant
James Kennard
Very thorough and very dedicated to their customers. My advisor is Andrew and I’d recommend him very highly.
Julie Ford
Darren is so professional yet personable. He has all the information we need and can answer any questions we have. He has been extremely helpful with my pension application. We couldn't recommend him more highly. Julie and Keith.
Andrew Jackson
Our adviser Jason Calleja & FMD are the perfect managers for our Superannuation, past, present & future
Stuart Builder
Highly recommend Andrew at FMD financial for all your retirement goals.
Eric Hansen
Very easy to talk to and understand
Maria Rossitto
Andrew from FMD is very professional and continues to offer good advice. We are very happy with his service and highly recommend him and FMD financial services.
Hilton Rubin
Andrew Goh provides insightful, clear, professional and valuable advice and direction at all times. We value his personal interest and objective advice. Our relationship with Andrew over the past 20+ years speaks volumes for the esteem in which we hold him.
Gordon CASTELLAS
Andrew G has been very informative & attentive to my situation
Ofra Freeman
Andrew Goh from Fnd financials has always been excellent to deal with I have been going to him for many years and am happy with the outcome of his advice
Peter197
Tony has been my financial advisor for over 10 years and has been used by other family members and friends. We all follow Tony wherever he works
Phil Lerner
Andrew Goh was very impressive with his organisation and communication. The meeting was a huge success.
Mick Pope
FMD are a truly professional and trustworthy company We have been with FMD for 20 years and highly recommend them to anyone considering starting. SMSF
Joyleen Poortier
FMD has provided me with strong, reliable and safe advice for over 5 years. They are easily contactable and are always reliable in managing any of my requests. I feel safe in their financial hands for the remainder of my future.
Clare Wilkins
Highly recommend Andrew as their financial planner
Bob Stephens
Thanks to Andrew for his attention to detail and sound advice.
G A
Andrew consistently and proactively spends much of his time upfront planning the best outcomes for my financial position. Over the last decade, Andrew has helped me achieve all of my financial goals (including mitigating my risk profile) and I’m looking forward to partnering with Andrew in the years ahead!
Eddie Taylor
Great personal service from Martin and his team. Listens to what we want/need and then implements the right plan to suit.
Graeme Plaw
We have had the opportunity to be with FMD since day one. Adam and the team have ensured that we continue to have a happy and healthy financial future. Thanks to all for their work behind the scene.
Darryl Pinch
Darryl and I are so lucky to have had Richard Dahl as our Financial Adviser for over 20 years. He has always been available should we have any queries and ensures we are given reliable and the best information for our investments. Richard leads his very loyal and competent team by example and it's always such a pleasure to meet with him and them. We couldn't be happier ! Absolutely the best!
Anne Thornton
Have had a long association with Andrew Goh over the years and respect his fnancial skills and advice. Highly reccommend their services.
Dennis Collard
Andrew Goh is an outstanding communicator. He patiently explains the financial environment and then options available to me in the management of my investment stream, I have every confidence in his advice to me.
Cheryl Wong
My partner and I recently had our first yearly review with our financial planner FMD Financial Services, and we can’t recommend them highly enough. Jason, our financial advisor and his team demonstrated exceptional professionalism and deep understanding of financial matters. They took the time to assess our situation and provided a tailored solution that met our needs transitioning to retirement. What impressed us was their transparency and willingness to explain and educate us throughout the process. They answered all our questions patiently and ensured we felt confident in the decisions we made together. The entire staff are friendly and approachable, and genuinely committed to helping us succeed. Thanks to FMD Financial Services we feel secure about our financial future.
Rick Brown
Very professional and personal service. They genuinely care about you and ensure you have an individualised and successful portfolio.
Andrew Friend
If you want comprehensive financial advise then look no further than Andrew Goh at FMD. One of the most thorough financial planners that you will ever come across.
Bernadette Masterson
We are so pleased with the service we receive from Andrew Goh at FMD. He is always so pleasant and available for us when we need to contact him with any questions about our portfolio. Thankyou Andrew. Alan & Bernadette Masterson
Kenneth Pryor
We have just completed our annual financial review with our advisor Andrew. He went right through the printed report and made adjustments to some aspects that were setup a decade ago and were no longer relevant. He made sure we had enough cash in our plan to last 2 years for our pension payments in case other investments had downturns avoiding the need sell at poor prices. We have full confidence in our advisor Andrew and would highly recommend FMD to anyone needing financial advice particularly if they are retired as we are.
Yudi Green
We have been with FMD Financial for almost 10 years. Andrew, has been with us from the start and has been absolutely terrific. Andrew strikes the perfect balance of being professional and friendly and we feel that he really understands our situation and lifestyle and provides advice that is meaningful and effective. Thank you Andrew.
Jay Jay
Always receive great advice from Andrew Goh. We have been to see him for many many years and is very knowledgeable with all things around our portfolio. FMD and Andrew are great to deal with and we always look forward to our meetings with Andrew.
Lynda Petrosvki
Andrew Goh is highly knowledgeable and always professional in his role as a financial advisor. I would recommend using his services.
Kevin Wiley
Andrew presented my account details and option in a friendly and professional manor. I'm well pleased.
Nigel Van Cuylenburg
Thanks Andrew for your informative review. I appreciate your honesty and integrity. Great Work
Jo De Jong
I always enjoy my annual review with Andrew Goh. He understands my circumstances and makes me feel as ease when talking through my financials. He is a personable person and someone who makes you feel that you are his number one priority regardless of the investment. His response time is also incredibly quick should I need advice throughout the year, and I am very appreciative of that.
Sharon Brodtman
Andrew always helps to explain, guide and support us in our financial decisions with FMD. He is sympathetic, kind and flexible in fitting in with our needs and is prompt in responding to us.
Don Butler
Andrew was extremely professional and was more than happy to patiently explain reasons why a course of action should be taken. He communicated with me at my level. Fantastic service. Thanks
Adam Leach
Been dealing with FMD a number of years now and Andrew Goh has been Very professional and helpful in financial and personal matters. Highly recommend the team as a whole.
Alex Hasker
Andrew G is our man and he is very efficient and getting our affairs in order - highly recommended
Ken Linney
Been dealing with FMD a number of years now and have known Martin for approx 30 years. Very professional and helpful in financial and personal matters. Highly recommend the team as a whole.
James Kennard
Expert, friendly, efficient and understanding. A great desire to work with the client, for the client. Thank you for all the help you gave us, to successfully prepare us for retirement.
Kenneth Pryor
My wife and I have been lucky to have Andrew Goh and Nicola Beswick of FMD Financial as our financial advisors for the past 10 years. All matters are dealt with quickly and efficiently as well as obtaining very satisfactory results under their financial guidance. I have recommended them to other family members who are now happy FMD clients. I would recommend Andrew and Nicola to anyone for financial advice particularly relating to retirement as is our situation.
Don Groom
I have been with Richard Dahl and FMD for more than 20 years since retiring. They (not just Richard, but all their staff) are obliging,excellent to deal with, very knowledgeable, and have always been extremely helpful through every financial and aging decision we have needed. They have understood our circumstances, giving helpful advice for every change we have faced.
Helen Lavery
Very satisfied and happy with the financial advice. Took a lot of weight off my shoulders as given a lot of information to make the best decisions
Stan Murray
Welcoming smile from Helene - Nicola - professional as ever - I as a customer you as an employer are both blessed.
Marc Gorin
Great service and assistance from Andrew Goh. Been with them for over 20 years and I highly recommend him and his team. Well done
Don Clarke
Bec Poynton has great sound advice and is keeping us on track to retirement.
Ron Phillips
We have known Mike Reynolds for many years and we are very satisfied with his knowledge, experience and ability to tailor recommendations to our current situation.
Jacqueline Ots
Expert professional service.
Darryl Gunst
I was surprised that Adam thought about how to help us with our funds that were dwindling down with the new government increase amount to take out. We did not ask for a change or mentioned reduced fees. He supported us with a new concept in managing our finances by offering a service which was more suitable to our changed requirements and able to reduce our fee considerably. After being with FMD for nearly 20 years, and happy with my annual l reports, I recommend FMD as a very respectful and ethical financial service.
Peter Avery
Mike Reynolds has provided us with financial advice from over 20 years. His patience, and quality of advice has been excellent.
Stelios Anastasiou
Tremendous organisation that values their clients and strive to truly achieve the best outcomes for their clients. Very professional an excellent to deal with. If you are after an organisation with the right values, beliefs and integrity then FMD are a great choice.
Cathy Hamilton
Thanks Andrew for being a constant in our lives and looking out for us????
Alan Clarke
Mike Reynolds has the experience and knowledge that I like to receive when my wealth is involved.
Andy T
I interviewed three different Financial advisers and found the most comfort with FMD. My adviser opened my eyes to the potential of my retirement wealth giving me excellent direction as to what I need to consider in the future. Now I have a legal will, adequate insurance protection, a shares portfolio along with a far more lucrative superannuation fund building my future.
Daniel Witherington
I have been working with FMD Financial for the past five years. They are a professional and knowledgeable and they’ve helped me make the most of my money. Lauren Abela is my trusted financial adviser and has been able to help me develop a portfolio of investments that supports the needs of my growing family and my future wealth.
Nicky Postan
Nick Stanley has been so professional and proactive- would highly recommend using him.
Flynns Wines
I initially engaged FMD to help me with investments on my mothers behalf. Jason C help was far and above what I was expecting , with advice from investments to aged care fees to pensions. I have since entrusted my own investments with Jason at FMD and found the service thorough and professional.
Richard King
Very happy
Kerri Rusnak
Recommend! I am overseas and needed advice about managing investments while abroad. David Batchelor and Brenton Marris were very quickly able to provide some great insights and suggestions into an approach. Friendly, down to earth, and clearly experts in what they do, they both explained things in terms I easily understood. I felt empowered and know I will rest well.
Ken Dawson
Great team to work with
Kevin Pope
First class advice
Wayne Turner
Great staff. Explain things that are easy to understand.
Michael Jontef
Karl Hunting is very efficient and provides excellent service in a friendly manner.
Tony Weston talks about the role of financial advice in his life
×Our clients are hard-working professionals with serious careers, big passions and busy lives. They don't have the time or interest to watch every market move or keep track of every change in superannuation, tax or investment legislation. Instead, they trust us to build a sustainable financial plan and grow their wealth as life changes.
Whether you need to plan for retirement, set-up a Self-Managed Super Fund, protect your income, build a high-performing investment portfolio or manage the impacts of an inheritance, divorce or redundancy; our six pillars of advice will ensure every base is covered.
The research is clear, goals-based financial advice improves overall wellbeing and makes life better. People under advice have a better of control of their finances, greater peace of mind and more confidence to achieve their goals. What’s not to love? The sooner you get started, the sooner you’ll experience the benefits.
Our diverse team of financial advisers are some of the best in the business. Many have been with us for over 10 years and have been long-term partners on their clients' financial journeys.
Meet the team to see who could be a good fit for you, request a chat or book time in their diary to meet.
