Is this for me?
At FMGWS – Financial Planning Adelaide, our clients are wanting more than ever, security. With a major focus on wealth accumulation and protection, along with cashflow management and debt advice. They are Professionals, Mums and Dads, Business Owners, Pre & Post Retirees, Executives, Young Families, DINKs (Double Income No Kids), Singles and Family Businesses looking for advice based on THEIR goals and objectives.
Who do we help?
If you are a business owner, mum and dad investor, an individual or couple, a young family, an employee who may multiple super funds, or service professional with a strong desire for a good financial plan and looking for good tailored financial advice / or needing help in cashflow management and or debt advice, you are in the right place. We specialise in solutions, protection and forward planning strategies to build your objective to a standard of living that goes beyond just financial security.
Our expertise focuses on two areas
Cashflow Management and Debt Solutions
Helping our clients make better choices with the money they have available. Ensure their debts are structured in the most efficient manner. And that they retire debt free with money left over.
Wealth Creation, Expansion and Protection
We seek to work with you to develop a comprehensive financial strategy to suit your current situation, while helping you achieve the lifestyle you desire. This is done by analysing your current financial position, identifying your goals and objectives and any obstacles that may stand in the way.
Personal Insurances Review and Restructure
“A colleague referred my wife and I to Arthur at FMG Wealth Strategists to review our personal insurances both within and also outside our SMSF. As part of our wealth protection strategy and review we not only restructured with appropriate levels of cover but also had considerable savings from a cash-flow and tax effective basis. I had been planning to undertake this review for considerable time but we are now very glad we have done it. It was a very smooth and worthwhile transition.”
– Dr Arvind and Vandana Sehgal –
SMSF Insurance Consideration and Implementation
“My wife and I are trustees of our own SMSF and under super law we are now obligated to consider insurance for our fund members. We sought advice from FMG Wealth Strategists who researched and implemented all of our insurance needs helping us meet our obligations. Arthur was involved in the entire process and together we will now meet at our annual review to go over our needs and helping us meet our financial goals and dreams.”
– Nitin and Preeti Parwal –
Borrowing within your Self Managed Super Fund
“As part of my families long term wealth strategy FMG Wealth Strategists worked closely with our accountant to transfer our commercial property into our newly created Self Managed Super Fund (SMSF) which involved a borrowing arrangement within the SMSF. They also implemented a wealth protection strategy incorporating death and total and permanent disabilty cover within our SMSF as part of the overall strategy.”
– Theo, Small Busines Owner –
Consolidating super funds and all my insurances
“FMG Wealth Strategists helped consolidate a number of my existing, lost and misplaced super funds into a modern cost effective super fund saving multiple fees and charges together with making the administration of all them more efficient. FMG Wealth Strategists were also able to consolidate all my insurances within the new super fund with little effort and ensure in the event of death this would directly go to my loved ones without any doubt.”
– Maria, Beauty Salon Owner –
Whole Wealth Strategy session
– Djay –
– Silvana S. –
– V Santucci –
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