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Welcome to Financial Management Solutions – 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 in Long Jetty and Gordon, NSW.

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;

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

Our Services

Link to: Financial Planning

Financial Planning

Link to: Accounting

Accounting

Link to: SMSF

SMSF

Link to: Mortgages and Loans

Mortgages and Loans

Link to: Testimonials

Testimonials

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.

S Watts

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.

C Muscat

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 they are part of the family and care about the service they provide.

M & J Trigg

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.

C Chubb

We have been working with Stella from FMS Group for 12 months now and can’t recommend her highly enough.

Stella is prompt, experienced and knowledgeable in everything tax and business strategies. Thank you very much FMS Group, especially Stella!

E Griffiths

FMS and in particular, Christine and Katie, have been simply outstanding.

We’ve been with them for 10 years and we feel as if they are part of our family, such is their customer service and genuine desire to get the best outcome for us. In fact, we had no hesitation in recommending FMS to one of our children, who with her husband, was looking for some sound beneficial advice. I can say that they have set them up for a bright financial future, as well as educating them in some very sound financial management and planning skills along the way.

I would have no hesitation in recommending FMS to anyone who is either looking for a first time Financial Planner or is wanting to review their current provider to see if they can do better.

F & T Sedmak

The Accounting team at FMS Group have been looking after my books for the last 3 years.

Alicia and the team are the ultimate professionals. They take all the workload from me and perform their miracles. I never have to worry about that side of my business.

S Watts

The staff at FMS Group are extremely professional, helpful and friendly. They are knowledgeable and approachable.

We highly recommend FMS Group to anyone looking for Financial Planners and/or Accountants.

J & K Cooper

James made my loan application very easy to complete. He got me the best rate for my needs. I highly recommend him if you need to refinance your housing loan.

M Herbert

I would recommend FMS Group to any small business as they provide a professional and timely service.

The Accounting team are very approachable and give concise, positive advice.

If the information is required quickly, FMS Group are always ready to help.

I would not hesitate to recommend their services.

A Testa

Since Stella took over our account, we have been most impressed with her knowledge and efficiencies. She has helped us with a complicated estate problem and our normal tax returns, both personal and superannuation, with the same expertise.

She has taken all difficulties out of our account and is just a delight to deal with. My wife and I would be delighted to recommend Stella to anyone.

A & D Casper

FMS has provided 2 important financial services to me over the last few years. The first – guiding me through the Accounting steps of running my won business, including paying quarterly GST and what I can claim as business expenses. The second – in finding me a very competitive investment loan property.

Stella and James have always been helpful, courteous, friendly and have educated me on some important tax matters along the way.

B Morrison

It has been a pleasure having Stella from FMS Group taking care of our financials. We have found all our dealings with her to be informative and helpful.

Stella has answered all our questions in a professional and insightful way and has given us confidence in our decisions.

Stella would be an asset to anyone needing financial direction.

R & D Hall

The process to refinance takes time and there is a lot of paperwork and compliance involved. Fortunately, James and Christine made this process a lot easier, always being on hand to answer queries, provide useful advice and even courtesy calls along the way to update me on progress.

J Ciccia

Can’t recommend highly enough. Totally professional.

James was available at any time for any questions we had and made the whole thing very easy.

Very knowledgeable in the industry. 5 stars from us!

G Ferguson

Alicia has been our Accountant for the last 2 years. During this time, she has exceeded our expectation in every way. Alicia turns all problems into solutions, and we have the upmost trust in her that she will help us achieve our business goals. Could not more strongly recommend Alicia and the team at FMS Group fi you are considering changing Accountants.

K Davis
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  • 1300 982 499
  • admin@fmsgroup.com.au
  • Long Jetty Office

    1/501 The Entrance Road, Long Jetty NSW 2261

  • Gordon Office

    Suite 102, 7-9 Merriwa Street Gordon NSW 2072

  • Open Hours

    Monday – Friday
    9:00am – 5:00pm

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Financial Management Solutions Pty Limited, ABN 49 104 906 309 trading as FMS Group, is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licencee and Australian Credit Licencee
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
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