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FMD Financial

Phone: 1300 134 187

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14.01.2022 Does having a financial adviser lead to better mental health? Recent research by global fund manager, Fidelity, found that 89% of Australians receiving financial advice say it has given them greater peace of mind. Read here for more findings.

11.01.2022 Having an updated Will and Estate Plan is the only way to protect your wealth, provide for your family in your absence, and safeguard your financial legacy. COVID-19 has shown us just how much these factors impact our health, wealth and happiness. #willsandtrusts #willsandestates #estateplanning

06.01.2022 Don't let your #insurance cover lapse if your job is made redundant. Protecting your wealth with the right type & amount of cover is most important now. FMD's financial planners and #redundancy planning advisers, David Batchelor and Jason Calleja, share tips on how to review your #insurance plan.

06.01.2022 One of our senior FMD advisers, Jason Calleja, was recently invited by the team at Nicholes Family Lawyers to be a special guest on their popular podcast series. You can listen here as Jason shares his expertise on how a financial adviser can assist people going through separation and divorce.

03.01.2022 FPA - Financial Planning Association of Australia has released new research showing less than 50% of Australians feel in control of their financial position during COVID times. It is particularly challenging for professionals 5-10 years out from retirement or people facing career change because they can't wait for things to improve. They have to take control of their finances now. This video shows how the right advice at the right time can reduce stress and uncertainty. See the FPA research here: https://fpa.com.au/wp-content/uploads/2020/10/FPW_info.pdf

01.01.2022 Navigating the end of a marriage or long-term relationship is an incredibly stressful event. With the added isolation in these times of Covid-19 it's vital that you access the emotional, legal and financial advice you need during this transition.