FMS Group, an integrated Advisory Group owned by a family. They are specializes in Financial Planning, Self-Managed Superannuation Funds, Accounting, Mortgages & Loans. The team is led by Christine Hornery, the Director and Senior Financial Planner, Financial Planners Nathan Byrn, Katie Withers, and Karyn Downie. A noteworthy aspect is their pride in having three generations of the family working collaboratively, and their values reflect their professional endeavours. The FMS Group is profoundly committed to enduring, personalized, and meaningful relationships with each and every customer. Recognizing every individual's distinct requirements and financial circumstances, they invest time in comprehending clients & tailoring guidance and solutions accordingly. Each specialist on their team ensures that their strategies precisely align with the client's objectives. FMS Group strongly emphasises crafting unique journeys for each client, tailoring their approach to the distinctiveness of their goals. This commitment to personalized service extends to their Gordon location as well.
UNIQUE FACTS:
• Free Consultation.
• Strategy Implementation.
Best Financial Services in Central Coast
Expert recommended Top 3 Financial Services in Central Coast, New South Wales. All of our financial services actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
We have a strict “No Pay to Play” policy.
FMS GROUP REVIEWS
Thank you to Stella for helping us start up our business, helping with the general upkeep and keeping us informed. Absolute pleasure to work with and has a great understanding. Makes you feel important and is part of your business and helping you to be successful. Can’t thank you enough. Highly recommended 10/10.
I would like to thank Stella for her amazing work getting my small business and personal taxes up to speed. We have been looking for 5 years for the right accountant and we are now definitely at the right place. Thank you Stella and your team.
Stella and the team have been a pleasure to work with changing my small business over to them for accounting has been a smooth transition and wish I did it sooner.
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Country Wide Wealth, situated on the picturesque Central Coast of NSW, operates as a financial services practice. Troy serves as the financial planner and owner of Country Wide Wealth. Troy and his team excel in attentively understanding your goals and needs, offering recommendations, and implementing effective financial strategies. Their passion lies in assisting the local community in building and safeguarding wealth, managing debts, preparing for financial uncertainties, and achieving a secure retirement. Country Wide Wealth provides various financial services, including superannuation advice, retirement planning, personal insurance, home loans, and commercial lending. They adopt a holistic approach to consider your financial goals, collaborating with key strategic partners such as accountants, real estate agents, and solicitors to formulate comprehensive solutions. Troy and his team are lifelong community members known for effective communication and consistently exceeding expectations. Backed by global, world-class research, support, and solutions, Country Wide Wealth is committed to providing quality advice and services to help you achieve your goals. Their guidance covers the various financial stages of life, offering tailored solutions for borrowing, investing, insurance, and retirement planning to ensure your financial security and help you reach your objectives. Country Wide Wealth's ethos is a commitment to excellent customer service, technical expertise, and objectivity.
UNIQUE FACTS:
• Free 15 Minute Phone Consult.
• Online Appointments.
• On-site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
COUNTRY WIDE WEALTH REVIEWS
Country Wide Wealth are absolutely amazing! We cannot recommend them enough, Mark & the team were there with us every step of the way & always going above & beyond to ensure that the purchase of our new Industrial Unit went as smoothly as it could. Mark & Team thank you so much for your hard work & dedication to get us into our new shop front we appreciate you guys more than you could imagine.
We have used Country Wide Wealth for the last few years. The company go above and beyond every single time. The communication is amazing and the team work hard to ensure they meet your specific needs. I can’t recommend this company enough.
The team at Country Wide Wealth have done an outstanding job with getting all our finances in order. Their holistic offer and team specialist guided us through the process to ensure we are placed in a great position in the future.
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Financial Edge Group, situated in Erina, Australia, is a financial planning firm staffed with qualified financial professionals who offer comprehensive financial planning and retirement advice. Martin McGrath, a chartered accountant and financial planner at Financial Edge Group Pty Limited, specializes in assisting individuals approaching retirement to take charge of their finances. He crafts action plans to ensure a secure financial future in retirement. The firm's expertise empowers clients to manage their superannuation effectively, giving them more significant influence over their financial destinies. Clients benefit from a personalized and proactive approach that ensures a deep understanding of their needs and the achievement of their goals. Financial Edge Group conducts an all-encompassing assessment of clients' investments and finances, delivering practical, down-to-earth, honest, and professional financial planning and retirement advice. The firm is uniquely equipped and trained to provide customized services tailored to individual retirement planning and investment requirements. Financial Edge Group distinguishes itself through ten key areas that set it apart, placing both the firm and its clients in a distinctive position to witness substantial and tangible improvements in their path towards retirement.
UNIQUE FACTS:
• Free Discovery Call.
• Free Consultation.
• Focused Service.
• Unique Skillset.
• Complete Service.
• Licensed & Accredited.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
FINANCIAL EDGE GROUP REVIEWS
Martin was a delight to talk to. He was informative, patient, understanding and takes the time to get to know his client so that his advice, explanations and guidance take into consideration the needs of the client, and what information would be a good fit for them. There is no judgement and he quickly sees the strengths and possibilities for the individual he is working with. I came away feeling encouraged and having the direction I needed, to continue to make good choices for my future.
Martin assisted me in mapping out a plan to ensure I will have a solid financial base for when I retire. His advice with managing debt, maximising super contributions and investment strategies were pragmatic and well thought through. Martin helped explain some options that I had not previously considered and with his advice I'm confident I'm on the right track.
Martin and the team at Financial Edge Group have provided us with expert advice to ensure our retirement goals will be met when we are ready. In addition, they have helped with immediate financial advice and support - esp with navigating our recent insurance demands. Highly recommended!
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