Who We Are

FM Financial is a trusted boutique financial services firm improving clients’ lives by providing tailored advice, simplifying the complex financial world and helping them make the right financial decisions for both now and the future

FM Financial is a Financial Planning business with a highly skilled and experienced team with offices throughout Tasmania and in Melbourne.  The practices that amalgamated to became FM Financial have been providing financial advice for over 20 years.

FM Financial is a Hillross financial planning practice. Hillross is one of Australia’s most respected networks, a Principal member of the Financial Planning Association of Australia, and ensures FM has the most up to date advice, technical knowledge, and systems and that FM complies with all ASIC regulations.

FM Financial is a Professional Practice of the
Financial Planning Association of Australia

Our Purpose

FM Financial Group is a trusted boutique financial services firm improving clients’ lives by providing tailored advice and services, simplifying the complex financial world and helping them make the right financial decisions for both now and the future.

What We Do

• FM Financial is a client focused business that delivers tailored financial advice to meet individual client needs across 7 core advice areas.
• Our advisers are experts across these core areas
• FM Financial has a reputation for providing great service and advice to clients
• FM Financial is a community focused organisation

Our Values

• We build partnerships with clients, Centres of Influence and staff based on Trust, Integrity & Delivery.
• We are committed to excellence in delivering advice and service to clients.
• We strive to assist our clients achieve their financial goals.
• We believe in building and supporting our staff to achieve their life goals.

Our Commitment To You

FM Financial take the relationships with every client very seriously. We commit to delivering you the best service, the right advice and to keep you updated throughout the years with information that will help you achieve financial freedom and the objectives we have set together for your future.

Our commitment is to develop a long term Financial Strategy that will achieve our clients personal and financial goals. For many clients, this involves the building of wealth and the protection of that wealth over the long term.

FM Financial is a client focused business that delivers tailored financial advice to meet individual client needs across 7 core advice areas:

• Retirement Planning & Centrelink
• Debt, tax efficiency & cash flow solutions
• Estate Planning
• Wealth creation, investment & cash flow management
• Insurance protection
• Superannuation and Investments incl. SMSF
• Aged Care financial management