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Answering these simple questions will help you understand what to consider at this stage of your financial journey and how professional advice can help you avoid costly financial mistakes.
As you look beyond your professional life, you can expect to have more time with family and friends and more time to relax, travel and enjoy life than any previous generation. But what will that lifestyle cost and what can you do to prepare for the financial realities of a longer retirement? After years of hard work, now is about reaping the rewards, slowing down and enjoying other things.
Fill out the above questionnaire to find out how you could benefit from professional financial advice from a qualified FMD adviser. We're experienced, approachable and always here to help!
It looks like you have everything under control and don’t need financial advice right now. Life can get complicated quickly, so should things change visit www.fmd.com.au to meet with an FMD adviser.
It looks like you could benefit from financial advice in some key areas, so don’t put it off any longer. Click the orange button below to book a meeting with an FMD adviser now. When you book you can browse our advisers to choose someone you feel comfortable meeting or we can recommend an adviser for you. It’s entirely up to you! Still not sure? Read on to learn about our advice process and fees, hear from our clients and watch a video about what to expect from the first meeting.
A qualified and experienced financial adviser can help you set goals and ensure you have the right investment strategy to be confident your money will last for the long-haul in retirement. Whether you want to buy a property, travel the world or give to your favourite cause, making the most of your money now puts your retirement goals in reach.
At this stage of life you may also be supporting aging parents in the transition to aged care. This is an area where sound advice based on facts, experience and knowledge is highly valuable as the move to aged care raises complex emotional and financial issues that can be confronting and difficult to navigate. Careful planning is required to balance care costs while retaining maximum pension payments and protecting family wealth.
I turned to Richard Dahl for advice about managing a small portfolio of shares when I was just 21 and working at Mitsubishi. When I got my first well-paid job at 23, I used his advice again to get serious about building my superannuation. My goal then was to retire at 50. I’m now 55 and semi-retired, set to retire fully next year. Richard’s advice has seen us through everything from paying off the house, to the kids’ education and making the most of a redundancy package. Our relationship with Richard has also helped cement our financial goals as a couple. The annual review meeting has kept us on track and it’s been great to see our savings and investment projections turn into reality over the years. After all the hard work and raising two independent daughters, we’ve gone full-circle and now it's time for us again.
FMD’s advice and support was invaluable when retiring from corporate life overseas and returning to Australia. I needed advice on consolidating assets in multiple countries so I interviewed three advisory firms and was most impressed with FMD. After meeting to understand my needs, they committed to putting a detailed plan together in a few short days, and that’s exactly what they did. Many years later, Jason Calleja now works closely with me to manage my money in retirement. I’m very happy with their investment performance over the long haul, but it’s their commitment to their clients that’s truly outstanding.
Anna was unbelievable in helping us navigate a stressful year in the transition to retirement from our own business. In the end, we got a great outcome and we’re eternally grateful for her help. Both Anna and Martin are always there to listen and over the years their advice has been spot on. Now we can relax knowing we’ll have the money we need in retirement. FMD make the financial side of life easy and we trust them implicitly.
I first met David Batchelor when I took a voluntary redundancy five years ago. David helped me move from a defined benefit scheme into a super accumulation fund and plot a path to early retirement. It was refreshing to meet a professional and knowledgeable adviser who was more interested in my needs than their own. Under David’s guidance I now have more money than when I started investing with FMD Financial, even though I’m drawing a comfortable monthly income stream. Life is short and I’m enjoying the retirement lifestyle I want with the confidence my money will last for the long haul. I've met other FMD clients at their regular events and no-one has a bad word to say about them. I'd certainly recommend David and the team to anyone facing redundancy and looking for expert financial advice.
My introduction to FMD 10 years ago facilitated an unexpected life change - to my delight, retirement was a possibility far earlier than expected. The strong relationship built to support my wealth management has given me peace of mind, removed work stress from the equation and contributed greatly to my happiness. I love my life and truly enjoy every day - I don't know how I ever had time for work!
FMD Financial were recommended to me 13 years ago when I became concerned my previous company was not looking after my needs; and tended to chase quick profits which often became exactly the reverse. David Batchelor has been my Funds Adviser since and has delivered great service and communication while operating with integrity. He is backed up by a company structure that includes an active internal Investment Committee (IC) that constantly reviews their overall investment structure including detailed research of individual investment targets. I am totally satisfied with their service and their motto ‘Health, Wealth and Happiness’ has made a very positive impact on my life in retirement.
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. Learn more about our advice process and fees here.
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!
