FM Financial

FM Financial is a reputable and trusted boutique financial services firm dedicated to enhancing our clients' lives through personalised financial advice and solutions. With a focus on building long-term relationships, our team of skilled financial planners strives to simplify complex financial decisions, providing you with financial peace of mind. Our practice has been offering quality financial advice for over 25 years, ensuring our clients receive the best guidance and support in achieving their financial goals.

Our financial planning process addresses various aspects, including wealth creation and investment, personal insurance services, retirement planning, superannuation and SMSF advice, as well as aged care financial advice. We understand the importance of an all-encompassing financial plan, taking into account debt and mortgage solutions to cater to your unique financial situation. At FM Financial, we are passionate about delivering the highest quality financial advice to clients across Australia.

Our Services: Comprehensive Financial Planning Solutions

*Wealth Creation & Investment*

Our financial planners work closely with you to identify suitable wealth creation and investment opportunities tailored to your needs. As your life evolves, so too should your investment strategy. We ensure your investment plan remains aligned with your goals, risk tolerance and overall financial situation.

*Personal Insurance Services*

We believe that protecting your financial wellbeing is as crucial as building it. Our personal insurance services help you understand the necessary insurance coverage and determine the appropriate amounts for life insurance, trauma, total permanent disability (TPD), and income protection. This ensures you and your loved ones are safeguarded against unforeseen circumstances.

*Retirement Planning & Centrelink*

A vital component of any financial plan is retirement planning and Centrelink advice. Our financial advisers work with you to create a tailored retirement strategy, maximising your retirement savings and optimising Centrelink benefits. We aim to provide you with the financial freedom to enjoy your golden years.

*Superannuation & SMSF Advice*

Deciding on the most suitable superannuation fund or establishing a self-managed super fund (SMSF) can be daunting. FM Financial's superannuation and SMSF advice provides you with the knowledge and guidance needed to make an informed choice, ensuring the optimal growth and management of your superannuation funds.

*Aged Care Financial Advice*

Navigating the aged care process and managing Centrelink can be overwhelming. FM Financial's aged care financial advice supports families through this challenging time, offering expert guidance on aged care fees and available government assistance.

Our Team: Professional and Passionate

Our team of financial advisers and support staff are highly skilled, with key areas of expertise. They understand the financial planning process and how best to achieve your financial objectives throughout different life stages. With a commitment to ongoing professional development, our advisers stay at the forefront of industry trends and best practices, ensuring you receive the best advice and support.

At FM Financial, we pride ourselves on building strong relationships with our clients, understanding their unique circumstances, and providing tailored financial planning services to help them achieve their goals.