WE SHAPE YOUR TOMORROW

Creating wealth is important but it needs to be built and managed with purpose.

We provide personalised advice and guidance to help you address the complex, multi-faceted challenges of managing wealth. This is how we turn your goals into action and to achieving results.

Wealth Creation

Wealth Creation involves taking important steps to your capital building journey with us. We examine your circumstances, goals, and timeline to determine the appropriate wealth creation strategy for you.

Cash Flow Management

Proper cash flow management is the key to successfully managing your personal finances. We can help you manage this and to stay focused on achieving a brighter financial future.

Wealth Management

Using our in-depth experience and understanding of the financial markets and the investment environment, we provide tailored strategies, investment advice and asset allocation for growing and managing your wealth.

Personal Insurance Advice

We review your current personal insurance requirements and examine your risk management strategy to help better secure the success and longevity of your financial plan, and for your family's future.

Superannuation & SMSF Advice

We deliver tailored superannuation solutions that are aimed to drive wealth accumulation and to deliver income streams and lifestyle in your retirement years.

Finance and Debt Advice

We will review your situation and recommend to you what features you need in your personal debt, home loan or investment loan products. We also use a specialist loan referral service to assist you with your loan application and implementation.

We are here to help build and protect your wealth.

ABOUT FMA WEALTH

We are specialists and we love what we do

FMA Wealth, is a boutique financial services firm which is based in the beach side suburb of Manly. Led by Frank MacDonagh, an experienced financial adviser and management expert, who has an excellent long term track record in wealth advisory services. FMA Wealth has built a
reputation for uncompromising quality and tailored, trusted solutions.

FMA Wealth uses its approach to meeting our clients’ needs. We support you on your individual journey through your wealth management and other personal financial advice needs.

At FMA Wealth, our client service is a paramount feature. Contact us today to arrange your customised consultation.

WHY CHOOSE US

A personalised approach to your wealth management advice needs.

FMA Wealth delivers personalised support and strategically structured advice allowing our busy clients to focus on the other important parts of their lives.

FMA Wealth, the trusted expert for delivering specific advice for you on the path to achieving your financial goals.

Strong and Long Term Relationship

Our client focus has seen us maintain long term relationships with our clients.

Trusted and Accessible Advice

Our experience and professional recognised service is on your side, to deliver results for you.

Personalised Approach

There is no one size that fits all - we assess options available to you and your specific financial situation.

TESTIMONIALS

Don't take our word for it

See what FMA Wealth clients have to say about the service that we have provided to them.

How to contact us

Give us a call

(02) 9055 7970

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Drop by the office

Suite 101, Level 1, 39 East Esplanade, MANLY NSW 2095

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Our North Sydney Office

Level 32, 101 Miller Street, NORTH SYDNEY NSW 2060

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Send us an email

contactus@fmawealth.com.au

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Get tailored financial advice today!