FMD Financial

FMD's Martin Hawkins and his wife Rhiannon will be walking the Camino di Santiago in September to raise funds and awareness for the MND and Me Foundation. Martin and Rhiannon were inspired by their friend Pat Kinsella, who's bravely battled Motor Neurone Disease for over 10 years. This is Pat's story: https://fb.watch/staKmptA8h/.

Diagnosed with MND aged just 48, Pat decided to complete a marathon in his wheelchair to help raise awareness of his disease. Pat joined Logan River parkrun in Queensland to help with his training, before turning his hand to volunteering, and he has rarely missed a week since.

Motivated by Pat, Martin and Rhiannon’s trek is dedicated to helping find a cure. Support their journey and the fight against MND by donating using the QR code below.

Perfect weather graced the Annual FMD Golf Day at Metropolitan Golf Club. Along with friendly Ambrose competition, competitors also participated in charity activities to raise funds for Big Group Hug. Thanks to CEO, Bernadene Voss, for joining us to talk about the amazing work they’re doing to support vulnerable children and families. On behalf of BGH, Bernadene accepted a generous donation of $10,000 from The Edgar Foundation, a philanthropical trust advised by FMD Financial. Thanks to the generous contributions of attendees, a further $1,055 was raised, which will be matched by FMD, bringing the total to $2110.
Thanks to everyone for a fantastic day!

There are so many times in life where good financial advice makes a huge difference to protecting your wealth, reducing stress and creating peace and happiness.

Protecting income
Planning retirement
Downsizing after the kids leave home
Investing a windfall
Starting again after career change or divorce
Navigating aged care for elderly parents.

Read our five-star reviews, learn how we can help, hear from clients who’ve made the most of their wealth and now enjoy life without money worries. If you’ve got a question, reach out and ask, and one of our team will get back to you. You can even meet and talk to an adviser to see whether you could benefit from fees-based advice that's all about you and your personal financial goals.

FMD Expert Financial Advisers | Free Initial Consultation in Melbourne, Brisbane and Adelaide. Experienced financial advisers in Melbourne, Brisbane and Adelaide. Experts in retirement planning, superannuation, investments, aged care, income protection, wills & estate planning. Read reviews from clients we've supported over 21 years amd book a free

Life is sweet with our Easter raffle to support Big Group Hug, a charity dedicated to helping vulnerable children in our community. Winners took home delicious chocolate hampers put together by our team. It’s double donation day! Anyone who donates to the FMD team tally today will have their donation matched by Big Group Hug supporters. Thanks to everyone who has already given generously. https://www.charidy.com/biggrouphug/94887.

This International Women's Day, we’re thinking about the growing number of women who are living longer and the sisters, daughters and granddaughters who support them in the move to more assisted living or aged care. We see this love and care every day in our role as advisers. Here are some tips to help if you find yourself in this situation with someone special to you.
https://www.fmd.com.au/insights/supporting-a-parent-in-the-move-to-aged-care/

Today marks 20 years since FMD Financial’s Adelaide team launched. Richard Dahl, Megan Freeman and Sylvia Jackson set out with the intention of providing clients with deep and ongoing personalised financial advice. From humble beginnings, we've grown, welcoming new clients and new team members. Along with the original crew, our team includes Principal Financial Adviser Daniel Arcadiou, Financial Adviser Kaye Taing, Associate Advisers Matt Izzo and Jo McKay and Client Services Administrator, Gabi Christoff. Alongside our clients, we've tackled life's milestones and tough decisions. From retirement, investments, or securing financial stability, we’ve been there. But we’re not just financial advisers; we’re community partners, supporting initiatives like the Project Discovery Bike Ride and the SA Variety Bash, giving back to the community that has embraced us.

As we raise our glasses to the past 20 years, we’re excited for the next chapter, dedicated to your health wealth and happiness. To all our clients—past, present, and future—thank you for being part of our story. 🥂🌟

What are you saving or investing for in 2024? Travel, your dream car, a foot on the property ladder? Or something else?

Whatever you're dreaming of next, sound investing can help you get there. Visit https://revinvest.com.au/ to view our latest portfolio performance and get started with reputable product backed by our proven investment team with decades of experience.

Celebrating a stellar 2023, FMD Financial proudly supported the Leukaemia Foundation and cancer and research services, raising over $15,000 through "fun-raising" events like
Run Melbourne, The Great FMD Bake-Off and the Great Postie Bike Ride. Thanks to our amazing team and generous clients!

At FMD, relationships are our foundation. Growing means giving back, and we're committed to supporting causes that matter. Here's to more impact in 2024!

As part of our commitment to the health, wealth and happiness of the next generation, we’ve partnered with Flux, developers of a popular app designed to help young adults improve their credit score, budgeting skills and financial knowledge. Flux have already helped 350,000 Aussies win at money and now there's an FMD version of the app focused on building investment knowledge and introducing more people to Rev Invest, our online investment platform. Download the app here: https://app.flux.finance/learn?promoCode=fmd-2023

What happened to 2023? Suddenly, there's only a few weeks left to reach out to a financial adviser like you’ve been meaning to do all year. Imagine being armed with all the facts and figures you need to plan your next big adventure in life over the summer break.

Here’s what to expect from a first meeting with one of our personal financial advisers. Check out our five star reviews on Google too!

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're proud to announce that FMD's very own Nicola Beswick - Financial Planner has been named as one of the 50 most influential financial advisers in Australia in the Financial Standard FSPower50 awards. This is the third time Nicola has been recognised with this award, leaving no doubt that her professional, principled and empathetic approach is highly valued by her clients. Congratulations Nicola and thanks to all those who supported her nomination!

To celebrate Financial Planning Week, we’re answering your burning questions about financial advice. Who needs it? When should you get it? How does it help? And is seeing a financial adviser worth the investment? You're welcome.

Is a financial adviser worth the investment? Is a financial adviser worth the investment? Financial advice delivers peace of mind in our increasingly stressful lives.

It's Financial Planning Week -the perfect time to remember that financial advice is about so much more than money. Our clients constantly tell us how relieved they are to have a financial plan and how confident they feel about the future. If you want to the feel the same, meet our team and book a chat with an adviser before 2024 arrives! https://www.fmd.com.au/us/ -our-team

Research keeps finding what our team already knows from experience: People who seek financial advice in the lead up to retirement suffer less stress, enjoy a higher quality of life, have more financial confidence and are more satisfied with their wealth. 10 years or less away from retirement? Consider booking a free confidential chat with an FMD adviser. The thing we hear most after a first meeting: "I wish I’d done this years ago!" So start today.

Good financial advice can make you feel great in the lead up to retirement New research about the value of working with a professional financial adviser shows Australians with an active advice relationship are better off in four important ways.

Divorce and separation can take a toll on your family and your finances. Good legal and financial advice can help you face the future with confidence. Talk to our experts.

Navigate divorce or separation with financial confidence Getting good advice to minimise the negative financial impacts of divroce or speration is one of the most important decisions you can make to protect your future and move forward with a positive outlook.

Warm-hearted accolades from colleagues, career and family reflections and a rousing performance of Frank Sinatra’s ‘My Way,' marked FMD Adviser Rohan Gulasekharam’s recent retirement celebration. Congratulations to Rohan on an extraordinary 50-year career where client relationships meant so much. We wish you and your family all the best of health, wealth and happiness in retirement.

Once in a while you get a chance to recognise a true professional; a principled, passionate adviser, an advocate for those less fortunate and positive change maker in the financial advice world. Our very own Nicola Beswick is one of those people. Please take a few minutes to vote for her in the 2023 Financial Standard Power 50 – a list of the most influential advisers in Australia: https://www.financialstandard.com.au/fspower50.

Good luck Beswick!

Sometimes we must feel the fear and have the courage to do something we’re scared of.

Putting this post together has been difficult to do – the self-promotion and asking for your support. It’s not something that comes naturally to me, or I suspect many others. However, today, an unassuming comment from a colleague reminded me I need to do my own self-promotion, and that it’s an important part of standing behind what you believe in.

I genuinely love what I do. Every time I see this picture, it reminds me of a 20-year-old lady who I had the privilege of helping. She had received a TAC payout due to injuries she suffered in a car accident. Those injuries also meant she is unable to work again. To this day I still think about her story and the way life was unfortunately disrupted.

I am also able to think about how what was every day work to us as advisers made a fundamental difference to her in one of the most difficult times of her life, and that every day I want to make sure other people in her situation receive the right advice to make the same difference.

As advisers, the lives we change and the positive impact our profession has on people needs to be celebrated. This is why I do what I do, so please vote so we can keep on working to change the world 😊

Link for you to vote for all of the advisers changing the world is https://www.financialstandard.com.au/fspower50

Career change can be something you plan deliberately or something that happens out of the blue. Good financial advice can answer all your burning questions and make the process more profitable and less stressful by turning a redundancy windfall into a fresh start. Talk to us if you or someone you know is experiencing career change and needs expert financial advice.

Facing career change in your 50s? Good financial advice can help. With redundancies set to increase as the economy slows in response to consecutive interest rate rises, it's reassuring to know that good financial planning can help minimise the impacts of late-career change.

For the latest general advice and insights on everything from investment and wealth building to retirement planning and aged care, get to know our team by subscribing to our YouTube channel https://youtube.com/ or visit fmd.com.au/fmdtv

FMD Financial's Run Melbourne team got up early on beautiful sunny Sunday morning to run, "shuffle" and walk to raise funds for the Leukaemia Foundation. We'd like to thank all of you who have contributed to this worthy cause, and we trust our efforts can make a small difference to supporting the vital work of the Leukaemia Foundation. We're pleased to say that with the help of our generous supporters and the $2000 matched fundraising from FMD Financial, participation in this event has raised $6255 so far. If you'd like to help us improve that fundraising tally for the Leukaemia Foundation, you can donate here: https://runmelbourne23.grassrootz.com/leukaemia/fmdfinancial.

Team FMD are ready to hit the pavement and Run Melbourne this Sunday, 16 July, to raise funds to support the Leukaemia Foundation. Thanks to our generous supporters, we are getting closer to our $3000 target. We'd love your help to hit our goal and help the Leukaemia Foundation navigate the emotional, physical and psychological challenges of a blood cancer diagnosis, treatment and survivorship. Click here to donate: https://www.leukaemia.org.au/make-a-donation/donate/

Congratulations to FMD staff member Arunabh Banerjee for becoming a Provisional Financial Adviser. After an enormous amount of study, Arunabh has now been promoted to Associate Adviser in the FMD team. The dedication required to reach this level demonstrates his commitment to achieving excellence. We couldn’t be more proud to have Arunabh as part of our business and we can’t wait to see what he accomplishes next!

With another financial year behind us, are you on track to achieve your financial goals?

Here’s 5 ways professional advice can help. Don’t put it off another year…

#1. Get clarity on where you stand and where you’re going with our financial modelling tools.
#2. Maximise opportunities to build wealth through superannuation tips and advice.
#3. Plan the transition to a new life stage like career change or retirement with confidence.
#4. Get on the same financial page as your partner and enjoy more relationship harmony.
#5. Look forward the future without financial worries.

Book a free and confidential chat with an FMD adviser and feel confident about your financial future when 2024 arrives. https://www.fmd.com.au/

Almost 60% of 25-35 year olds now rent, with just 40% being home owners. Online investing can help them grow their home deposit faster or build wealth outside of home ownership.

Rev Invest helping a new generation build wealth Our low-cost online investment platform, Rev Invest is designed to help the next generation build wealth, with the confidence of knowing a proven investment team is behind it.

FMD Financial's recent Annual Golf Day was a hit! Participants enjoyed beautiful sunny weather at the Metropolitan Golf Club and donated over $1600 to support the Leukaemia Foundation. FMD matched this amount, raising a total of $3200. Congratulations to all our prize winners and thanks for everyone's generosity. Support FMD’s fund raising efforts at www.fundraise.leukaemia.org.au/fundraiser/fmdfinancial