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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.
You’ve enjoyed your career and family life, but now the kids are getting older and you're thinking about what’s next. Maybe you’re part of a blended family as a result of a second marriage or perhaps you’ve always gone solo on the road less-travelled. Whatever your circumstances, if you’re thinking about retiring in the next 10 years, you have about 120 pay packets to last the rest of your life.
What are you going to do with them?
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 direct excess income to the right mix of investments with the greatest returns so you can benefit from earning compound interest to build wealth and achieve success faster. 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 future 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.
Mum went downhill after Dad died and eventually we decided a care facility was best for her now she is in her late eighties. Mum and Dad’s investments with FMD enable her to be in a place she loves and their support has been invaluable. We had to move quickly to secure a place, so Anna modeled three financial options for us. Her knowledge of the process and paperwork was a huge relief when we had very little time and felt pressured to make a decision. I have great confidence in Anna’s judgement and knowledge of the Aged Care sector and I know I don’t have to worry as FMD have it covered.
Jason Calleja was a source of great comfort as he provided us with all the information we needed to ensure a smooth transition for Dee's mum. He explained the legislation, prepared financial spreadsheets with projected multi-year income and costs, arranged tours of aged care facilities; liaised with Centrelink. Jason continues to be responsive to our ad hoc questions. We have no hesitation in recommending FMD's services when families face these challenging and emotional decisions. Having access to their knowledge of the system and financial modelling enables the family to focus on the wellbeing of the parent.
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!
