Financial Management Solutions

Welcome to FMS Group

FMS Group provides an integrated advice offering, tailoring solutions for individuals and businesses with the ultimate goal of optimising your financial position.

We are an award-winning, family-owned practice with offices on the NSW Central Coast and Sydney’s North Shore.

Each of our specialists will make sure their strategies are in line with your objectives. Our aim is to make every client’s journey with us as unique as their goals.

We specialise in;

Accounting, Financial Planning, SMSFs, Mortgages and Loans, Estate Planning, Retirement Planning, Risk Management, and Debt Management.

Our Services

Accounting

Financial Planning

SMSF

Mortgages & Loans

Estate Planning

Retirement Planning

Risk Management

Debt Management

Testimonials

"FMS has provided 2 important financial services to me over the last few years – the first in guiding me through the accounting steps of running my own business, including paying quarterly GST and what I can claim as business expenses, and the second in finding me a very competitive investment property loan. Stella and James have always been helpful, courteous and friendly, and have educated me on some important tax matters along the way."

"Alicia has been our Accountant for several years now. We have always found her to be very efficient. She is always available to answer any questions that we may have. I would have no hesitation in recommending her to anyone."

"FMS is where the staff are always helpful, courteous and knowledgeable. We have had many years of excellent service as they have guided us towards retirement. They have gone out of their way to help us improve our financial situation. We feel like they are part of the family and care about the service they provide."

"The patience and understanding of Chris, Michelle and Leanne has helped me navigate my way through this new experience of managing my own finances. Just keep on doing what you’re doing!"

"I have had many Accountants over the years and after being totally fed up with my last Accountants ever increasing invoices and bad service I switched to FMS. Well I could not be happier. Stella is fast, efficient, honest, professional and on the ball. If you’re looking for a new Accountant to help with your super or finances I would call FMS and ask for Stella."

"All the professional people that I deal with at FMS regarding my superannuation and tax are very responsive to my needs in a very professional and courteous manner. It is always a pleasure to deal with people like these."

"We started working with FMS Group almost 12 months ago for our business Accounting. Stella has been very prompt, helpful & easy to deal with, our business has thrived & we truly believe Stella is a huge part of why! FMS Group are friendly & make everything so easy! Highly recommend them for any service."

"Couldn’t be happier with the service from FMS Group. Awesome, perfectly guided us through COVID-19."

"We have enjoyed a long and satisfying relationship with FMS as they have helped us achieve our financial goals. The staff at FMS are always helpful and friendly and, our Financial Planner – Nathan, has always acted professionally and with integrity. We are pleased to be part of the FMS group of clients."

“We have been dealing with Nathan at FMS Group for over 4 years. They have become very important to us due to the fact they look after our Major Asset. I deal with the Accountant and the Self-Funded Retirement teams. A very professional and friendly outfit. Wouldn’t hesitate to recommend their services.”