Trusted Financial Planning Tailored To Your Needs

FM Financial aims to provide clients with peace of mind by simplifying complex financial decisions with solutions to achieve your lifestyle goals. Providing trusted financial advice and financial planning is a priority for the team of financial planners at FM Financial. The practices that amalgamated to become FM Financial have been providing quality financial advice for over 25 years.

FM Financial Adviser’s are highly skilled with key areas of expertise. They understand the financial planning process and how best to achieve your financial goals for both now and the future. Debt and mortgages can also be taken into account to ensure an overall financial plan will help you through all stages of life. 

Our financial planning areas include: 

Planning for wealth creation & financial investment advice opportunities through all stages of life. 

Personal insurance services to ensure you understand what insurance you need and what the correct amount is. This can include life insurance, trauma, total permanent disability (TPD) and income protection.  

Retirement financial advice and planning and Centrelink is a key area of any financial plan. 

Superannuation & SMSF Advice can help you make the right decision for your Super.

Aged Care Financial Advice can help families involved in managing the aged care process including Centrelink. 

Office locations:

We have offices located in Tasmania, Victoria and Albury-Wodonga. Tasmania is covered by certified financial advisers in Burnie, Launceston, Devonport & Hobart as well as Victoria’s certified financial advisers in the Melbourne suburb of Wheelers Hill and our Albury office takes care of clients in the twin cities of Albury and Wodonga.

Our team is passionate about delivering the best financial advice to their clients throughout Australia.