At FMD financial we're on a mission to get more people on the road to Health, Wealth and Happiness, so we created Australia's most satisfying financial profiler.
Soon you'll discover your net worth and get your own personal balance sheet to see a true picture of your financial position.
What to expect from a first meeting with an FMD adviser
It’s hard to know what to expect from a first meeting with a financial adviser, but getting your questions answered is worth it. Clients usually say ‘We wish we’d done it sooner! We’ll cover the cost of the first meeting, to ensure FMD and your chosen adviser is right for you (duration: 2:02)
What to expect from the Health Wealth and Happiness financial profiler
Get a picture of your financial position in 15 minutes using our quick and convenient online questionnaire.
You'll receive a personal balance sheet, see how your super is tracking and discover your net worth. You can also book a meeting with an FMD adviser to review your detailed personal report. We pick up the tab for the first meeting so there's nothing to loose and plenty to gain! (duration: 1:28)
Stop guessing and start planning your retirement now
We have the experience, financial modelling tools, and planning and investment expertise to show you how to make the most of your money and live the life you want.
What to expect from a first meeting with an FMD adviser
