Independent Financial Advice

FM Financial Solutions is a truly independent financial planning practice committed to the provision of quality advice, with integrity and honesty. We aim to increase the certainty of achieving your objectives via the use of a ‘goals based’ investment approach combined with strong risk management.
Stacks Image 35585
  • Independent Advice
    FM Financial Solutions provides independent advice, free from any third-party influence or conflict or bias, which in our view is the only way to deliver quality advice and help clients achieve better financial and lifestyle outcomes.
    Independent advice is important for clients, as it reduces the risk of being ‘sold’ inappropriate strategies and products that may not help you to achieve your objectives, or in fact may result in you losing everything, the Storm Financial scandal is just one example, where clients were given conflicted advice.
  • Achieving Certainty
    FM Financial Solutions believes that when you engage with a Financial Planner that you are seeking greater certainty of achieving your goals and objectives.
    As a result increasing ‘certainty’ permeates throughout everything we do for you, whether it is:
    • helping you to increase your savings so that you have money for your future,
    • putting in place a contingency plan to ensure your access to money in times of need,
    • or a succession plan designed to make sure that your family and loved ones benefit when you are gone,
    • or investing in a manner to compound returns while reducing risk.
    It is all about increasing the potential for you to achieve your objectives.
  • What We Do
    FM Financial Solutions offers a broad range of advice and services that we tailor to your individual circumstances and needs with the aim to increase the potential for you to achieve your goals and objectives.

    Specifically we help you with your:
    • budgeting & cash flow management,
    • contingency, including life insurance planning,
    • family wealth succession planning,
    • advice on the selection of suitable investment vehicles,
    • superannuation strategy advice,
    • goals based investment strategy and a focus on risk management.
    In short we offer expertise in tailoring and integrating services to help grow, protect and distribute your wealth. Our services suit some, but not all clients, so please refer to ‘Clients’ on our Engage page.
FM Financial Solutions P/L
Suite 2.12, 55 Miller Street

PHONE: 02 – 9518 7822
AFSL: 327 277 ABN: 87 108 527 617
Tax (financial) adviser: 24827576