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FMD Financial Pty Ltd
       
 
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FMD Financial Pty Ltd
 
 
Overview: 

Health, wealth and happiness is what most of us want from life.

With years of experience behind us, the team at FMD Financial knows good health is a gift and happiness is borne out of individual triumph and endeavour. But wealth – now that’s our business.   

Our personal service has helped hundreds of clients invest with confidence, while taking the right measures to protect their income and assets. They know markets will go up and down, but with FMD as their partner they have a trusted source of knowledge and advice to turn to.

One of the first things you’ll notice when you partner with FMD is there’s a lot of listening going on.  We take the time to understand your personal circumstances and goals, then draw on years of financial knowledge and experience to create a strategy that will help you achieve them.

If there’s one thing our whole team aspires to, it’s excellence in our profession. We know all financial advisers are not equal and you do too. You’ll hear the difference the first time you call us, and see it when you sit down with our advisers. You’ll be impressed by our professionalism, our financial qualifications and how seriously we take our duty of care when it comes to managing your wealth.

Services

Over the years, we’ve realised the subject of financial advice raises lots of questions. If you’re like most of our clients before they partnered with FMD, you may be asking: Where can I find a good financial adviser? Who can I trust? And how can I be sure it’s all worthwhile? You might even be wondering: Do I really need financial advice?

For some of you, it comes with the ambition of youth - when financial rewards may come sooner than expected. The arrival of children can also be a wake-up call; while for others it hits when the kids are older, career goals have been achieved and it’s time to think about the future. Whenever you’re ready to get in the driver’s seat, good financial advice will help you lay down your financial foundations, set financial goals and achieve them while protecting your wealth from life’s unexpected turns.

With years of experience behind us, the team at FMD Financial knows good health is a gift and happiness is borne out of individual triumph and endeavour. But wealth – now that’s our business.   


 
 
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