Marcus (Construction Project Manager) and Valerie (Senior Manager HR Sourcing)
Collaroy Plateau, NSW

Knowing Frank and his team are looking after our finances gives us enormous peace of mind. Our financial plan with Frank is flexible and realistic enough to take into account life’s ups and downs yet structured enough to ensure we meet our financial goals. We do not hesitate to recommend FMA Wealth Management’s services to our friends and family.

Steve (CPA) and Natalie (Marketing Manager)
Roseville, NSW

We began working with Frank in 2006 as we needed an investment plan to achieve our long-term financial goals, but we were too time-poor to research and develop a plan ourselves. As well as helping us to establish an attainable plan and supporting us in achieving it, they have advised us on solutions for numerous financial concerns that have come our way, including the sale and purchase of our family home and later renovations, personal insurances, and superannuation. Frank and his team are knowledgeable, responsive and always extremely friendly to deal with. We have recommended FMA Wealth to several family and friends and will continue to do so.

Murray (Managing Director - Executive Business Coach) and Claudia (Teacher)
Davidson, NSW

We have been with Frank since 2002, and have benefited from his sound advice and guidance on all aspects of our journey. Our circumstances have changed several times over the years, and Frank and the FMA team have always worked with us to adjust plans and achieve our short term and long term goals. The regular contact and review of how things are going is always appreciated.

Max (Retired Chartered Accountant (Fellow) and Financial Planner)
Balgowlah Heights, NSW

In 2008, I decided, that due to health issues, it was not prudent for me to continue looking after the administration of myself managed superannuation fund. Subsequently, I was introduced to Frank who prepared an investment plan in preparation for taking over the management of the fund. The plan was comprehensive and took into account all of my concerns. Prior to my retirement, I practiced as a Chartered Accountant and Financial Planner which means that my investment knowledge may have be a bit better than the average superannuant. I value the advice that Frank gives. He and his staff have always been readily available and responded promptly to my requests for information. On a personal level I think that we have a good rapport, which is most important in a business relationship involving one’s life savings.

Tony (Veterinary Surgeon and Group CEO)
Quirindi, NSW

I have been a client of FMA since 2016 after utilising three previous financial advisory services. With FMA, I’m certain I won’t need to switch advisers again. I have been very impressed with Frank’s considered, analytical approach and feel very secure in his wealth of experience and proven success in the investing landscape. I’m particularly appreciative of Frank’s accessibility for queries and the assistance the FMA office always provides. The six monthly review sessions are also very constructive for setting a mutually agreed strategy which is also a key component of my strong recommendation for the FMA team. Keep up the good work Frank and FMA!

Max (Retired Chartered Accountant (Fellow) and Financial Planner)
Balgowlah Heights, NSW

In 2008, I decided, that due to health issues, it was not prudent for me to continue looking after the administration of myself managed superannuation fund. Subsequently, I was introduced to Frank who prepared an investment plan in preparation for taking over the management of the fund. The plan was comprehensive and took into account all of my concerns. Prior to my retirement, I practiced as a Chartered Accountant and Financial Planner which means that my investment knowledge may have be a bit better than the average superannuant. I value the advice that Frank gives. He and his staff have always been readily available and responded promptly to my requests for information. On a personal level I think that we have a good rapport, which is most important in a business relationship involving one’s life savings.

Andrew (Software Engineer) and Donna (Administrative Officer)
Newcastle, NSW

We have been with Frank and the FMA team since 2001. Since that time we have had many lifestyle changes including new jobs, changing cities, buying a house and having two children. Frank was there with us every step of the way offering advice and tailoring our financial plan to suit our changing lifestyle. When we had the misfortune to be struck down by long term injury and time off work it was through Frank’s foresight and planning to obtain income protection insurance that we were able to focus on getting better rather than the financial disaster we would of had to cope with had it not been in place. Finance is such a specialist industry where there are changes occurring all the time. Frank and his team make the procedure stress free when deciding on the best opportunities. Thank you Frank and the FMA team, you have made a wonderful difference in our lives.

Peter and Angela (Directors - National Marketing & Communications Company)
Neutral Bay, NSW

Frank and the FMA Wealth team provide an excellent service in tune with the changing markets and our changing needs. With wealth management advice supported by true accounting skills, Frank and his team provide an holistic approach that works with both our family and our business interests. We can get on with our business knowing FMA Wealth know theirs!

Matthew (CFO – Global Beverages Company) and Sarah (Marketing Manager – Retail)
Balgowlah Heights, NSW

We were a little skeptical of working with a financial planner but we knew and trusted Frank, so, in 2011, we arranged to speak with him about our financial affairs. Frank sharpened our minds as to what goals we wanted to achieve, and then helped develop a plan to reach those goals. Now, these years later, we are in a strong position due to the advice and support that Frank provides in a collaborative manner.

Atousa (Lawyer)
Collaroy, NSW

Frank MacDonagh has been invaluable in advising my family and I since 2005. He and his team have been unfailingly professional, supportive, thorough and wise in all our dealings with them. I have always been able to trust and rely on Frank’s sound advice. I have no hesitation in recommending him and the services of FMA Wealth Management.

Matthew (Sales Manager – International Technology Company) and Lara (Director – Events Management Company)
Collaroy, NSW

We were referred to Frank MacDonagh in 2007 by our accountant, and we have been using the services of the FMA Wealth Management team since then. We were not the most savvy in regards to our financial planning affairs which prompted us to make contact with FMA Wealth. We wanted to initiate a financial plan that would ensure our long term security as well as providing for the livelihood and education of our three young children. FMA Wealth has been fantastic with their advice, and we truly believe that we are in a better and more secure financial position thanks to their recommendations. We would have absolutely no hesitation in recommending FMA Wealth to any of our family and friends.

Martin (PhD – University lecturer and Author)
Kurraba Point, NSW

I have been involved in a special partnership with Frank and his team at FMA Wealth since mid-2016. Frank was referred to me, and on meeting Frank I was impressed. Frank’s to the point, he’s structured and efficient, and he makes it easy to understand the complexity of all the global investment options. He is enthusiastic for his clients, and for me, enhancement of asset growth, while minimising risk. Frank is diligent and goes beyond, to ensure maximum client satisfaction and that means ensuring financial security, with the possibilities of enhanced returns, and to date maintaining as good a lifestyle as I have enjoyed! It’s a wonderful wealth partnership. I feel very comfortable in Frank and his team’s care.

Ross and Sue (Wine Merchants)
Turramurra, NSW

In the space of guiding us through the processes of operating our SMSF, Frank and his team have been of great assistance to us since 2003. Having been in a large corporate organisation for much of my working career – where my employer looked after these things – it was a challenge for us to take on this whole superannuation responsibility when deciding to start our own wine importing business. Frank’s none complicated approach and advice gave us great peace of mind and, subsequently, our SMSF has performed extremely well.

Robert and Leonie (Property Consultants)
Mosman, NSW

We have known Frank for over 15 years and in all this time Frank has been professional giving sound financial advice and always made himself available for us anytime. We feel confident knowing that someone so experienced is helping us with our investments and portfolio.

Melisa - Australian Ex-Pat - (Executive Director, International Investment Bank)
London, England

Since 2001, Frank has assisted me with financial planning and my Australian superannuation, especially when I moved to London with my work in 2003. As a working mother of two boys I sometimes lose sight on my long term financial goals, and Frank and his FMA Wealth Management team ensure that I continue to plan ahead (including the financial implications of a possible relocation to Sydney). I have no hesitation in recommending Frank and his team for all aspects of financial planning including investments, mortgage and superannuation.

Alastair (Managing Director of Travel Company)
North Balgowlah, NSW

After trying many different advisors and financial planning methods, Frank MacDonagh and his team provided financial planning advice and a system that, for the first time, works for me. Without FMA Wealth Management and their focused programme of investment and savings, I would continue to struggle in the increasingly important subject of financial planning.

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