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