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While the hit TV series Succession depicts more of a Murdoch-style dynasty than the average successful Australian family, it does highlight the drama and tension ...
Clients often ask us how they can help their kids build wealth faster and share ideas or strategies on becoming more financially savvy, earlier in ...
It has been a big year for products and partnerships that support FMD's commitment to investing in the health, wealth and happiness of the next ...
With busy lives and growing distances between homes, it’s easy to feel out of touch with friends and loved ones. Family gatherings such as ...
When we launched Rev Invest almost a year ago, our vision was to create a simple, accessible and affordable direct investment platform to help more ...
Walt Disney famously had this advice for those striving to create a successful, long-term business “Do what you do so well that people will want ...
Since FMD Financial’s online investment platform, Rev Invest, launched in November 2022, we’ve welcomed a raft of new investors looking to benefit from the ...
When you’re in the peak earning years in your career, your income is one of the most important assets you have, enabling you to ...
It has been two years since the height of the lockdowns and restrictions of the first wave of the COVID-19 pandemic in Australia. Widespread vaccination ...
As households absorb the impact of 12 consecutive interest rate rises and a slowing economy, it’s increasingly clear the pain is not being felt evenly. ...
Over the years we've met a lot of people early in their professional career, who want to invest to build wealth, but don't need our ...
Introduction The Federal Treasurer Jim Chalmers took 31 minutes to announce his first full year budget for the Albanese Labor Government last night as he tried ...
The Financial Planning Association of Australia (FPA) recently partnered with Fidelity International to conduct research to measure the benefits and value of working with a ...
As we come to the end of 2023, we’re proud to announce that, thanks to our dedicated participants and the generosity of staff and clients, ...
It’s that time of the year when we make new financial goals and promise to leave bad habits behind. Whether it’s failing to ...
Everyone can benefit from financial planning at key life stages, but women often have different career and lifestyle goals and circumstances from men, and different ...
Homeowners face plenty of tough choices in challenging economic times. House prices are falling across the country, auction clearance rates are down 15% on the same ...
In its 10th anniversary year, the 2022 World Happiness Report provides an insight into the happiest countries in the world, the progression of the value of ...
The property market has been front and centre in the lead up to the Federal Election, after the RBA raised interest rates by 0.25% in April, ...
Changes to super contribution rules from 1 July may be a great opportunity to revisit your strategy to and boost your super, pre and post retirement. ...
Keen property investors have been watching the phenomenal growth in the Australian property market over the last year and asking: How long can it last? ...
Raising concerns when an elderly parent’s health or wellbeing at home is in decline, is one of the hardest conversations you’ll ever have ...
The link between financial wellbeing and peace of mind has never been clearer, and more people then ever realise that in order to sleep well ...
Being stuck at home in endless COVID-19 lockdowns has given many people time to think about their financial future, if new enquiries to our advisers ...
In our recent Investment Committee (IC) update, we discussed the threat of rising inflation driven by ongoing low interest rates and the likely impact on ...
Changes to government regulations are now in place that will reduce the benefits available on new income protection policies from 1 October 2021. Income protection insurance is ...
Being in the advice business for 20 years, we’ve learnt a lot about what motivates people to seek good advice, and how much bad advice ...
Like every pandemic in history, there is no doubt COVID-19 will have lingering effects on us all. Research has already shown shifts in how we ...
Global interest rates have been trending down for years. In the wake of the global Coronavirus pandemic central banks are expected to continue to keep ...
On Feb 26, 2021 the final report from the Royal Commission into Aged Care Quality and Safety was presented outlining 148 recommendations. The report was subtitled Care, Dignity ...
It is with great sadness that we advise that Bentley Klein, the founder of Axios Financial Solutions, passed away on Monday, 25th January, after a ...
Last year at this time, our team was busy gearing up for what proved to be our largest-ever Annual Client Briefing, which was attended by ...
Evidence is mounting that pandemic pressures helped drive Australian divorce applications to their highest level in over a decade, as more people reevlauate their relationships ...
Coronavirus has brought widespread upheaval and uncertainty to most sectors of the Australian economy and the property market is no exception. With life interrupted for ...
Every day we receive calls from clients facing a change of life circumstances that significantly impacts their finances. It could be unexpected career change or ...
Photo: A great travel memory for Alan, 14th hole at Wolf Creek Golf Course, Nevada, USA. With Victoria once again in lockdown, it's a timely ...
While the popularity of online banking has grown significantly in recent years, over 40 per cent of Australians still visited a branch regularly before Coronavirus restrictions ...
Making financial decisions, particularly important, long-term decisions like buying a house, establishing an investment portfolio, or choosing the right time to retire, can be stressful ...
So much is unclear as we attempt to return to a new normal in Australia and around the world. Will we succeed in avoiding a ...
The FMD team and your adviser can conduct your regular review meeting, or any other meeting as required, in a virtual setting. Here are some ...
In the classic 90’s movie Groundhog Day, Bill Murray’s cynical weatherman, Phil, finds himself stuck in the same day repeatedly when he heads to ...
COVID-19 has upended how people in Australia and around the world work and live. Most of us are working from home, may have reduced income, ...
Adapting your budget to your new reality Daily life has been turned upside down for all of us due to the COVID-19 pandemic and new ...
Useful links × Some useful website links relating to COVID-19 Australian Government Department of Health – facts and resources regarding COVID-19 Treasury – key economic response to COVID-19 ...
With job advertisements falling from their September 2022 peak and the economy slowing after rapid interest rate rises, more companies are expected to follow the likes ...
We continue to receive fantastic feedback about our largest-ever Annual Client Briefing held at the Park Hyatt in Melbourne in December 2019 where we welcomed over 400 ...
Welcome to our new FMD Team Members! 2019 was a big year for FMD with a number of significant changes, including our move to operating under ...
2018-19 was a tough year for Australia’s major banks who faced margin squeeze from lower interest rates, fierce competition in mortgages and customer dissatisfaction ...
With one decade coming to an end and the roaring ‘20s about to begin, FMD was “Looking back to look forward” when more than 400 clients ...
The Australia Talks National Survey (fielded in July 2019) shed light on what Australians are most worried about. When presented with a list of 27 worry factors ...
The Reserve Bank of Australia and the Government may be lamenting the fact that lower interest rates and personal tax cuts haven’t had the ...
The Trump presidency has seen a rapid return to protectionism with the introduction of new tariffs on Chinese goods aimed at lowering net imports and ...
Over the last few years the FMD team has donated thousands of dollars and countless volunteer hours to fundraising activities for worthy causes, and we're ...
Latest ASIC research adds to the growing body of evidence around the high value of financial advice. *Over 80% agreed that planning their financial future made ...
Super regulations are always changing - there have been 43 legislative and regulatory changes in Self-Managed Super alone in the last five years! (1) While super may ...
Updated on 31st July 2019: Since this interview, the Reserve Bank cut the official cash rate by 25 basis points in June and again in July to ...
It’s always hard to take time away from the office and our clients, but once again we were reminded of the benefits of bringing ...
Whenever market volatility increases, concerned investors naturally want to know if they should do anything different to protect and maximise their wealth. As an investor ...
In December 2018, the federal government announced that insurance premiums will see an average hike of 3.25% in 2019. This is not a new story. With these yearly ...
In their Retirement Income Report based on a survey of 7,305 Australians over the age of 40, Australian research firm, Investment Trends, revealed that only 46% of Australians ...
Most people believe there is a right time to seek financial advice – close to ‘retirement age,’ with a good amount of money to invest and ...
Updated on 4 June 2019: The information contained in this article is accurate for the financial year 2019-20 If your role has been made redundant, you don't ...
The Royal Commission continues to expose the poor conduct occurring in the banking and finance industry and we’re glad the Commission is giving a ...
How active management of your super investment builds wealth faster Building wealth sooner is the best way to live the lifestyle you've worked hard to ...
Last week’s headline you didn’t see Australian shares gain more than $60,000,000,000 (that’s sixty billion!) The old newspaper editor's adage is that "bad ...
Are you Queensland born and bred? I grew up in Warsaw, Poland and came to Australia in 1999. I first lived in Adelaide where I began ...
We all understand that certain sectors of the market do better during particular stages of the economic cycle than others. However, trying to pick the ...
Many people are not aware of the full costs of buying a retirement village unit, particularly some of the extraordinary costs that only come into ...
How often do you think about your super balance? Twice a year? Less often? Does it matter, I hear you think? I can’t access ...
They say there's no formula for success, but with years of experience offering personalised investment advice and now with over $1 billion of funds under management, ...
Could technology innovation and demographics be the best investment indicators in a uncertain world? Recently the Australian head of one of the most forward thinking ...
At FMD, we are always talking to our clients and community about the importance of setting financial goals and taking small steps now towards the ...
In September 2015 a study conducted by the Financial Planning Standards Board in association with the Financial Planning Association (FPA) found 70 per cent of Australians did ...
Thanks to all who rode the MS Cycle on Sunday 6th March and to all who donated. We had a fantastic day and it was ...
More research is coming to light that raises serious questions about the long-term investment performance of self-managed super funds (SMSFs). Recent analysis reported in the ...
We interview FMD adviser, Lauren Abela, who works with busy, established professional and entrepreneurial women, passionate about life and gaining confidence around their money. What ...
There may not be a formula for creating health, wealth and happiness, but nearly two decades of providing personalised financial advice to clients across Melbourne, ...
Volunteering has a resounding effect on a community, and as it happens, good deeds lead to good grey matter. ABS research shows 61% of Australian volunteers ...
A recent report by the Australian Securities and Investments Commission has highlighted an alarming number of Australians who may have purchased an unsuitable life insurance ...
We recently got talking about the reasons why people avoid seeking financial advice. Here are our top six. 1. You can do it yourself The thousands ...
Wondering if self-managed super is for you? FMD Director and Financial Adviser, Mike Reynolds, answers common questions about SMSFs. Who is the ideal candidate for ...
Is it time to get a plan?The focus around the 14th Annual Financial Planning Week this year is aimed at educating Australians on what ...
Thanks to the Royal Commission into the banking and financial services industry, there is plenty of media coverage about the poor advice provided by some ...
If you or your children have insurance through an Industry Super Fund (e.g. Australian Super) now is the time to review the included insurances. ...
The information in this article is superseded by the latest superannuation information published in our article, Everything you need to know about superannuation to live ...
Before they came to see us, many of our clients wondered if it was too early to get advice. They worried about whether they had ...
We’ve spent the last 12 years helping clients build, manage and protect their wealth and we look forward to remaining your trusted partner on the ...
The end of September marked the end of yet another AFL premiership season (well done, Hawks!) and the NRL Grand Final between the South Sydney ...
Despite online shopping becoming increasingly mainstream across the generational divide, some reluctance remains due to concerns about online security. Here are some tips for protecting ...