The Founder
Arthur Panagis
Financial Planning Adelaide – SA
Hi, I am Arthur Panagis, founder and director of FMG Wealth Strategists -Financial Planning Adelaide. “One of the most rewarding aspects of financial planning in Adelaide is delivering strategic and tailored financial advice. And above all, working collaboratively with our clients”.
It is about developing and building YOUR goals and objectives and then watching them come to fruition.
Giving our clients a real sense of financial achievement and self empowerment when they have reached their goals is why we exist. I am sure you have heard of this saying.. ‘Are we there yet?’ And when we can together ‘say YES!’ – there is a wonderful feeling of true satisfaction and joy for us and our client.
“I believe all people deserve the opportunity to create wealth to achieve the things in life that are important to them. We aim to achieve this through superior professional financial advice and service coupled with an intimate understanding and knowledge of your goals and values”.
There has never been a more crucial time for getting the right financial advice whether you are just starting out or wanting to accelerate your wealth, a tailored financial plan is necessary to achieve your ultimate financial and lifestyle goals.
- Background
I started as small business owner over 3 decades ago, when my wife owned a hair and beauty salon here in Adelaide. My role was to take care of all the back office operations whilst I was working as an accountant in the corporate arena.
- I grew up
In the Riverland on a fruit orchard. Small business was engrained early in life. Coordinating the picking, cutting and packing of our produce for the markets. Reflecting back now, I more enjoyed the business side, dealing with the suppliers and packaging companies. Together with the fruit agents, banks and accountants.
- Many years later
After moving to Adelaide my wife and I started our own small business and in the late 80’s interest rates had reached an all time high and my parents walked off their fruit property as the bank foreclosed. For many years I carried this around as baggage.
I felt a sense of guilt that I could or should have done more, to avoid this. Then in the early mid 2000’s my wife convinced me to do a course which by the end of it made me decide to turn this baggage into jet fuel.
Purpose
From this point on, I understood my calling/purpose. Assisting and empowering business owners, entrepreneurs, busy professionals and committed wealth builders to build their wealth and attain their dreams and goals. So, I added my financial advice qualifications and financial tax strategies to my accounting experience to ensure I could offer well rounded and practical expert advice.
After 3 years, working (most of that time) at one of the top 10 AMP financial practices in the country, I founded my financial advice company, FMG Wealth Strategists, Adelaide.
Looking back now, I don’t think I chose to work in this space, I honestly think it chose me. As such, I am prepared to spend the rest of my working life dedicated to providing advice and strategies to both individuals and business owners so they too, can work towards living their dreams and being financially free.
Whether it is for your wealth protection, (through both personal and business insurances) or your wealth creation and expansion through diversified investments (whether inside outside super – property or paper) or those looking to purchase their own business premises within a self managed super fund, we are here to help you achieve your financial goals.
Education
We also feel we have an obligation to educate you on wealth creation which includes the right mind set. Cutting edge research in the area of epigenetics and neuroplasticity is showing us how much our mind can influence our surroundings and our results. Our financial advice focuses on the right strategies and the right mindset. Both areas are as important as each other.
Let’s use the black belt analogy in relation to education and mastery. For around 3 decades now I have been involved in the martial art of taekwondo including 10 years as an instructor.
White belt represents the beginning – the novice stage, working to become an expert (blackbelt). At this stage, achieving a good degree of proficiency of the art. From there mastery is a series of achievements. It also indicates the endless universe where development of technique is limitless. Financial Mastery is no different in this ever changing and evolving world!
FMG Wealth Strategists -Financial Planning Adelaide
Our mission in offering tailored financial advice is to assist and empower you, in your wealth creation, protection and education, in pursuit of your financial freedom. Most importantly, honoring your financial and lifestyle goals and your personal financial mastery.
Some of my Related Qualifications
- Bachelor of Business (Accounting)
- Diploma of Financial Services (Financial Planning)
- Professional Certificate in Self Managed Super Funds
- ASX Listed Equities Accreditation
- Tax (Financial) Advisor
Our Purpose
Living Today, Creating Tomorrow
Our Mission
To assist and empower business owners and individuals in the education, creation and expansion of wealth in pursuit of their own lifesyle goals & financial freedom.
Vision
Living YOUR Dream Financially Free
Who do we help?
Individuals, families, professionals and business owners who are wanting a solid financial strategy in place, and advance financial advice to create wealth in the vision of their own idea of financial freedom.
How do we help you?
Financial advice comes in many forms;
- Income and trauma protection – tailored life & tpd insurance plans
- Holistic and solid wealth creation based on your goals
- Making good choices for superannuation
- Set saving/budget goals for YOUR dreams and desires
- Managing and extinguishing debt
- Retirement planning
- Estate and succession planning
- Wealth management and advice
💪 Our financial advice clients are mums and dads, ambitious business owners and entrepreneurs, medical professionals, young families, pre & post retirees, executives, busy professionals and singles, all at different stages of their financial journey.
*Find out one of the key habits that stop you growing financially here
💪 Together we implement our unique S.O.A.R. program
We Strategise together – Organise the important things – Advise regularly – and always Review
💡 Reviews are a good way to follow your progress and to balance emotional effects of media hype and market fluctuations. As economic conditions fluctuate it is always good to get a balanced perspective on the cycles of global events. A great example of this is an article written here by Dr Shane Oliver, APM’s chief economist. Maintaining a broad perspective and following solid financial advice will always help you along the way.
💡 Business Owners need specialized financial advice as they generally worry about everybody else in their business and often leave themselves last. Including being last to be paid with what’s left over! That’s no way of creating and expanding wealth for yourself! We help them to never forget they’re the most important person in their business. Most noteworthy, it is paramount that they look after their most important asset… THEMSELVES!
If you need help on your wealth building journey. to plan, strategize, and have a support team and you ares inspired to take action now, contact us and allow us to assist you
Call us on 08 7111 0022 or book a chat here. A simple call may be all it takes to get you started.
We want you to make the rest of your life the best of your life.
Arthur Panagis
Author, Founder, Wealth Coach and Financial Strategist
B.Bus (Accountant)
Grad Dip (Financial Planning)
Professional Certificate in Self Managed Super Funds
ASX Listed Equities Accreditation
Tax (financial) Advisor
💰 Read The 4 Keys to Building Your Wealth here
“As Director of his own small business over 25 years providing IT solutions for the hair, beauty and day spa industry, his experience makes him acutely aware of the challenges facing small business and their owners in today’s climate.
Arthur’s experience for Strategising, Organising and Advising with and for business owners, on their Wealth Creation, Education and Protection solutions, is what you can see in his work that he finds most inspiring and now ‘called’ to do.”
We are here to assist you every step of the way.
