FMW Financial Planning

When it comes to understanding what your financial options are, how to make the right choices for you and how to make the most of different stages of your life, from changing jobs or looking at retirement, think of your FMW Financial Planner as being your personal guide – someone who will help you on your journey to a secure and happy future.

FMW Financial Planning specialises in helping you to:

• Achieve financial independence
• Plan successfully for retirement
• Manage superannuation and rollover strategies
• Invest smarter to build wealth
• Deal with the financial impacts of life changes like divorce and ill health
• Manage inheritance and estate planning issues

Remember your strategic plan has one purpose: to stay focused on helping you to achieve the things you want in life – the things that are most important to you and the lifestyle you want to build or sustain. Our role therefore is to guide you through your options and implement your step-by-step strategy to help you achieve your goals.

Whether you are looking for personalised investment advice, assistance with portfolio construction, investment selection and investment planning or superannuation strategy advice, our advisers can help you.

Direct Shares Advice

Our direct shares service offers you a world of opportunities. You are able to choose and open your share brokering account and activate it with FMW Financial Planning Pty Ltd. Deposit funds in your cash management account and we will make investment suggestions to suit your specific needs (depending on your goals, investment strategies, how much you are willing to invest and personal philosophies).

FMW Financial Planning provides the following direct shares services:

• Personal advice across a full range of investment options
• Access to listed and non-listed investments including managed investments, property investments and alternative investments such as private equity and hedge funds
• Access to market leading equity research from leading worldwide researchers and analysts
• Review of your portfolio on request Innovative product selection
• Equities: Blue chip, growth and resource stocks/shares
• Structured Products employing internal writing covered calls strategies, buying or selling calls and puts, portfolio protection strategies, and installment warrants
• Cash Management Accounts
• Margin Lending Facilities