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About FMS Group

FMS Group is a family owned, integrated Advisory Group, specialising in Financial Planning, Accounting, Self-Managed Superannuation Funds, Mortgages and Loans. We are extremely proud to have three generations of the family working together. The values that we hold dear reflect into the work we do.

The entire team is dedicated to developing long term, personalised, fulfilling relationships with each of our clients. As each client’s needs and financial circumstances differ, we take time to understand you and tailor our advice and solutions accordingly.

Our journey with each client is as unique as their goals and objectives.

How We Work

Getting To Know You

Getting To Know You

We will meet to discuss your current financial situation and your goals, objectives and needs for the future. This conversation will include what you are wanting to achieve, as well as the services available to you.

Research

Research

Using the information we gathered from our first meeting, we will begin to research your situation. We will investigate different strategies and solutions to help you achieve the goals you’ve set.

Plan Preparation

Plan Preparation

We’ll prepare a financial plan, known as a Statement of Advice. This will outline the strategies we recommend for you.

Sharing with you

Sharing with you

We will then meet with you and provide you with the completed financial plan. We’ll explain our recommendations and take you through why these have been chosen for your specific circumstances and future goals.

Strategy Implementation

Strategy Implementation

Once we have discussed the financial strategies and solutions and you decide which option suits your needs, we will implement them. We will never implement our advice unless authorised by you.

Keeping In Touch

Keeping In Touch

It’s important to review the advice we provide, your circumstances and your goals, to ensure you keep on track. Your ongoing service agreement will outline when we will meet again to review your financial situation and the future.

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."
B Morrison
"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
"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."
M & J Trigg
"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!"
C Watson
"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."
S Falconer
"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."
J Scicluna
"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."
A Werleman
"Couldn’t be happier with the service from FMS Group. Awesome, perfectly guided us through COVID-19."
P Beveridge
"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
“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
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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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