FM Financial Solutions Pty. Ltd. is an independent financial advisory firm based in Pyrmont, NSW, established in 2004 with a commitment to providing conflict-free and unbiased financial advice to clients. With a focus on delivering quality advice tailored to help clients achieve better financial and lifestyle outcomes, the firm prides itself on operating free from third-party influence or bias. Led by Fergus and Margaret, the team at FM Financial Solutions believes in the importance of independent advice to reduce the risk of inappropriate strategies and products, ensuring clients’ objectives are met effectively.
specialising in a range of financial services, FM Financial Solutions offers personalized advice to help clients increase savings, implement contingency plans for financial security, develop succession plans, and build investment portfolios designed to generate real returns with reduced risk. The firm’s philosophy revolves around increasing certainty for clients in achieving their financial goals and objectives, while also prioritizing transparency and professionalism in all interactions. By exceeding ASIC’s standards for independence and adhering to the PIFA Gold Standard, FM Financial Solutions upholds a commitment to trust, integrity, and client-focused service.
With a history rooted in providing meticulous and well-informed financial advice, FM Financial Solutions has garnered praise from satisfied clients who value the firm’s dedication to their financial well-being. By maintaining a fee-for-service approach and refusing commissions, the firm ensures that advice is solely in the client’s best interest. Embracing a gold standard of independence, FM Financial Solutions symbolizes trust and professionalism in the financial planning industry, offering clients a reliable partner in navigating their financial future with confidence.