FMD FINANCIAL PTY LTD

FMD was founded in 2001 by three young financial advisers Greg Fagan, David Murray and Adam Davenport (FMD!) They loved providing sound, personal advice to successful people. They weren't interested in the new 'sell your stuff to everyone quickly and move on' model the big name companies were pushing. They knew people who valued advice wanted a personal relationship with their adviser that lasted the distance. They wanted one person to talk to about everything, from super to their mortgage, to insurance and Wills. So one night over beer and pizza, they hatched a plan “Let's go and start our own boutique firm that has the highest values from day one.” Their hunch about the importance of relationships and values was right, because those clients who supported this new business in 2001 are still our clients 18 years later.

FMD is exactly the right blend of big and small to support your needs. Our 20 advisers develop close relationships with each client to develop a plan to help them achieve their goals across our six pillar of advice – Goal Setting, Income and Budgeting, Asset & Debt, Superannuation, Insurance and Financial Legacy. They are supported by a high skilled implementation team and our research backed Investment Committee. (IC) with over $2 billion of funds under advice. Nothing delivers more peace of mind than knowing you have a plan to grow and protect your hard-earned wealth now and into the future. Our goals-based approach to advice ensures every aspect of your financial wellbeing is considered with the help of your own financial coach. We're privately owned and run by a team of professionally qualified financial advisers with an average of more than 10 years of service.

Yes, we're happy to arrange a virtual meeting or you can come into our offices.