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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.

Client Reviews

Latest News

Vanguard Results 2020

Vanguard Results 2020

As you can see in the latest Vanguard results 2020 index chart below, long-term holdings in the market pays off and as I talk about all the time,...

Long Term Wealth Strategy

Long Term Wealth Strategy

A long term wealth strategy is one of those things that when we realise we need it, it's too late. Each category as important as each other when it...

2020 and Beyond

2020 and Beyond

2020 & Beyond. A time of unknowns and uncertainties. This is a more complex situation than in 2008. Then it was a GFC based on deep seated financial...

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