For My Family
The FM Financial For My Family process helps you manage your family’s wealth. It is tailored to suit the lifestages of each generation of your family and provide all the family members with advice and recommendations that will benefit their current lifestage as well as the family as a whole.
Think of us as your Family’s Chief Financial Officer. We will make decisions with you and integrate the relevant areas of advice, such as Insurance, Investments and Superannuation.
FM Financial can also discuss your loans,including mortgages and ensure that your Estate Planning is set up in the right way to benefit your family in the future. It allows as much or as little visibility as each member wants. It can give peace of mind to parents and grandparents to know that not only is their wealth is being managed correctly but there is education and understanding occurring for the younger generations. Giving all family members peace of mind, knowing they have made the right financial decisions for both now and for the future of their family.
FM Financial Pty Ltd (ABN 80 074 824 749), trading as FM Financial Pty Ltd (ABN 80 074 824 749), is a Corporate Authorised Representative of Hillross Financial Services (ABN 77 003 323 055),
Australian Financial Services Licence AFSL 232705.