Who We Are
FM Financial is a trusted boutique financial services firm improving clients’ lives by providing tailored advice, simplifying the complex financial world and helping them make the right financial decisions for both now and the future
FM Financial is a Financial Planning business with a highly skilled and experienced team with offices throughout Tasmania and in Melbourne. The practices that amalgamated to became FM Financial have been providing financial advice for over 20 years.
FM Financial is a Hillross financial planning practice. Hillross is one of Australia’s most respected networks, a Principal member of the Financial Planning Association of Australia, and ensures FM has the most up to date advice, technical knowledge, and systems and that FM complies with all ASIC regulations.
Our Vision
To be an unconstrained, profitable business by having a motivated team delivering an efficient client experience
Our Purpose
To provide you with peace of mind by simplifying complex financial decisions with solutions to achieve your lifestyle goals
What We Do
- FM Financial is a client focused business that delivers tailored financial advice to meet individual client needs across 7 core advice areas.
- Our advisers are experts across these core areas
- FM Financial has a reputation for providing great service and advice to clients
- FM Financial is a community focused organisation
Our Values
CLIENT SERVICE
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Treats clients like they are special and unique individuals
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Creates a positive client experience
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Demonstrates energy to build confidence with clients, no matter how serious or complicated a task may be
EFFICIENCY
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Obtains the best possible outcome for client and FMF
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Does things well, successfully and without waste
INTEGRITY
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Creates trust by acting ethically with honesty and respect
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Takes personal responsibility for actions and keeps commitments
TEAMWORK
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Works together to achieve business, client and personal goals
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Supports each other and builds trust
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Have fun and enjoyment in what we’re doing
ACHIEVEMENT
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Is personally accountable for delivering on business, client and personal goals
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Maintains resilience under pressure
QUALITY
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Acts professionally and maintains standards
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Delivers error-free, professional client correspondence
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Takes pride in providing high value services to ensure client satisfaction and profitability
Our Commitment To You
FM Financial take the relationships with every client very seriously. We commit to delivering you the best service, the right advice and to keep you updated throughout the years with information that will help you achieve financial freedom and the objectives we have set together for your future.
Our commitment is to develop a long term Financial Strategy that will achieve our clients personal and financial goals. For many clients, this involves the building of wealth and the protection of that wealth over the long term.
FM Financial is a client focused business that delivers tailored financial advice to meet individual client needs across 7 core advice areas:
- Retirement Planning & Centrelink
- Debt, tax efficiency & cash flow solutions
- Estate Planning
- Wealth creation, investment & cash flow management
- Insurance protection
- Superannuation and Investments incl. SMSF
- Aged Care financial management