Dynamic. Reliable. Customised.

We are passionate about assisting our clients to build first-class financial futures.

FMA Wealth meets a niche in delivering exclusive, wealth creation and management services to its business professionals and high net worth individual clients and their families.

FMA Wealth’s home base is in Manly, and it provides its professional services to clients locally, nationally, and to expatriate clients overseas.

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.

WE ARE ALWAYS HERE TO HELP

We always welcome inquiries from families and individuals who are seeking professional financial advice.

In the busy Sydney market, FMA Wealth stands out by taking the time to get to know our clients. Our expert team has developed its reputation by listening, learning and delivering rapid responses to burning client questions.

Whether you want to know how to eliminate debt or start your own SMSF, get a head start on your pathway to personalised financial planning today. Contact the FMA team at our Manly office now, and explore the spectrum of wealth management services available to you.

Ready to work with us?

Our team is ready to provide you with comprehensive & holistic financial advice that is tailored to suit your individual circumstance.