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It’s been hard to escape the news that the Federal Government has passed legislation to amend the controversial ‘Stage 3 tax cuts’ due to come ...
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 the time comes for a loved one to move into aged care, there are lots of complex and emotional decisions to be made, not ...
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 ...
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 ...
Most of us look forward to getting together with family to relax and unwind, not to have difficult conversations about how to care for aging ...
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 ...
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 ...
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 ...
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name ...
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 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 ...
There are more thresholds, caps and restrictions to manage than ever before when it comes to superannuation and Self-Managed Super Funds and more complexity lies ...
The Coronavirus pandemic has shone a spotlight on an Australian aged care system under-resourced and under pressure, with tragic results. The crisis comes on the ...
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 ...
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 ...
The COVID-19 crisis has reminded us all of the fragility of health and just how quickly life can change. In living rooms across the country, ...
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 ...
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, ...
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 ...
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 ...
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 ...
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 ...
18 May 2019 Update: With the Federal Election victory now confirmed for the Liberal–National coalition, we no longer need to plan around changes to franking credits, ...
The Summary February saw further signs of slowing global growth, muted inflation and ongoing geopolitical risks. Key policymakers have responded with more of the “patience ...
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 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 ...
However rewarding our careers and growing families may be, most professional women also look forward to a future where they’ll have more time for ...
In July 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or ...
For most Australians, purchasing a home is one of life’s greatest milestones. Unfortunately, it also marks the beginning of one of life’s biggest ...
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 ...
Article update: The Basic Daily Fee and means-tested care fee mentioned in this article are as per The Department of Human Services' revised aged care ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets ...
It is no surprise we’re spending more on Christmas each year and it seems Gen Xers, at the peak of their careers and earning ...
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 ...
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 ...
Despite the downturn in residential property prices in Sydney and Melbourne, buyer behaviour indicates that many Australians still believe that an investment property is all ...
Research shows 46% of employees worry about their finances and that worry can stop them achieving at work and feeling positive about their job. It's a ...
There is now an update to the below information as new superannuation legislation was passed on 23rd November 2016 Here's everything you need to know. Yes, ...
Yes, after months of debate of debate and a federal election we finally have some certainty on Superannuation. On November 23, superannuation legislation was passed by ...
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name ...
In late 2014, Philip and Fiona Beggs found themselves at a cross-roads. After long and fulfilling teaching careers and in their late 50s, Philip was considering ...
One of the most satisfying things about providing high quality, personal financial advice is helping people follow their passions beyond work. Vice-President Alzheimer's Australia, Tony ...
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 ...
What do Australian couples really argue about? Research shows finances are one of the leading causes of marital conflict in Australia, with 34% of respondents saying ...
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 ...
There are many moments in our lives where we find ourselves at financial cross-roads. At these times we become committed to being more disciplined about ...
Mistakes are a normal part of life but financial mistakes can be expensive, financially and emotionally - bringing about feelings of regret and a lack ...
Despite growing media coverage about the gap in women’s super and the necessity to start growing your super blanance as soon as possible, it ...
Retirement is something people often wait for all their working lives, yet few consider how they will spend their time once the freedom to do ...
It’s been 15 years in the making, but the vision which inspired FMD founders Greg Fagan, David Murray and Adam Davenport to build a relationship-driven, ...
Many people in their 30s and 40s are already concerned with their ability to save, achieve financial goals and adequately grow their superannuation for the ...
There is no doubt Australian society has changed dramatically in just a few short decades let alone over the last century. Yet success and happiness ...
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, ...
The end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’...
Financial markets are back in the headlines for the wrong reasons. A variety of concerns has led to a level of volatility that hasn’t ...
Dear FMD, I have been thinking about purchasing a second residential investment property, and my friends suggested that I can use my super for a ...
When it comes to international measures of health, wealth and happiness, latest findings from the OECD Better Life Index confirm what most of us know ...
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 ...
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 ...
Purchasing a home can be one of life’s greatest milestones. Home ownership brings a sense of achievement and adds to your asset portfolio. A ...
No debt is good debt - a popular principle our parents were taught, our politicians regularly preach and one many of us aim to apply ...
The title 'financial adviser' is often misunderstood. This is partly because the title is used to describe advisers that work for - or are affiliated ...
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 end of financial year period is a great time to take stock, reflect on past events and tie up loose ends - and it’...
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 ...
There’s no doubt a number of major economic shifts are impacting the outlook for professional and management careers in Australia. From the restructuring of ...
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 ...
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 ...