Frank MacDonagh & Associates Pty Ltd (ABN 86 095 138 766) T/A FMA Wealth Management, is an authorised representative of Paragem Pty Ltd (ABN 16 108 571 875) Australian Financial Service Licence No. 297276, and a credit representative of Mortgageport Management Pty Ltd (ABN 082 753 679) Australian Credit Licence holder (No. 386 671).

Client Testimonials

"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."

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

"We were referred to Frank and the FMA Wealth Management team to assist us with our financial decisions during our foreign assignment in Singapore. We have been extremely pleased with the professionalism and quality advise we have received from Frank and his team. Difficult decisions concerning our current and future plans were made clearer with the advice from them. Their personal approach and experience made us feel comfortable and confident in our decisions. Frank's own knowledge as a previous expat in the UK and Asia was particularly useful for us living in Singapore and preparing for future repatriation back to Australia."

Simon - Australian Ex-Pat - (IT Architect) and Gabrielle (Support Teacher) - Singapore.

"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."

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

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

"We have trusted Frank with our wealth management advice since 2014. In that time, he has provided significant insight and advice on how we structure our financial affairs. To date we are pleased with not only the positive financial return but also the ongoing advice and rigorous reporting."

Gavin (Medical Device Executive) and Lisa (Registered Nurse)- Pymble,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."

Andrew (Software Engineer) and Donna (Administrative Officer) - Newcastle, 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!"

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

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

Atousa (Lawyer) – 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."
 

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

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

"I recently used FMA Wealth Management to assist with the financing of my new home. Their help and advice was excellent and I could not have done it without them. Everything went perfectly!"

Vincent (Surgeon) – Darlinghurst, NSW.

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."

"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."

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

"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."

Alastair (Managing Director of Travel Company) - North Balgowlah, 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!"

Tony – (Veterinary Surgeon and Group CEO) – Quirindi, NSW.

"I particularly value Frank’s financial markets’ background gained from working at various top quality financial institutions globally, coupled with his learning and advice he has developed for the ’man in the street’. This extends to all forms of investment advice, assistance with personal insurance, superannuation and also the restructuring/refinancing of various forms of debt…..I have referred friends of mine to Frank, who after completing their own due diligence, have opted to utilise Frank’s services where I know they also are very happy with the assistance provided by Frank and his team."

Graeme (Senior Partner – Major International Recruitment firm) – Balgowlah Heights, 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."

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

"We have been working with Frank MacDonagh and FMA Wealth since 2003. During this period, we have consistently been impressed with the quality of client service, quality of information attention to detail and most recently use of best practice reporting material.  Frank and his team are highly responsive to our requests, and established a routine of consistent reviews to ensure we are kept up to date and our portfolio is well-managed to our strategic requirements.  FMA Wealth is highly trustworthy and confidential with all material."

Ron (CEO – International Telecommunications – Retired) and Varina (Managing Director – Professional Services Company – Aust./NZ and Middle East – Retired) – Cooroy, QLD.

"A friend recommended me to Frank a few years back when I was an expat living in Hong Kong. Since returning to Australia, I have more formally sought Frank’s financial advice as I plan for retirement. I am so pleased that I took this step, since I now feel I actually have a plan rather than coasting along and hoping everything would turn out okay! Frank has a very relaxed style and he will give you as much or as little information that you need. He makes sure that he explains everything thoroughly and is always patient when I ask questions. I truly feel like Frank assesses each of his clients as individuals, and he tailors his advice accordingly…there is no one size fits all approach. The FMA Wealth Management team can always be relied upon to provide prompt and professional client service. I would happily recommend FMA Wealth Management to anyone looking for professional financial planning and advice."

Bernadette – (Senior Vice President – Global Business Advisory Firm) – Rozelle, NSW.

"Since 2009, I have used FMA Wealth Management to get my household finances in order and to get professional advice on investing my superannuation. More recently, I bought an investment property and Frank and his team helped me finance the property and to understand the whole process involved. It is very reassuring knowing that I have such personalised and trusted financial advice on an ongoing basis. I would absolutely recommend FMA Wealth Management to my professional colleagues and friends."

Daniel (Political Adviser) – Canberra, ACT.

"We have been impressed with the advice and guidance of the FMA Wealth Management team. They explain matters in plain language, and provide us with both the time and information to allow us to make well informed decisions"

Nick (University Liaison Officer) and Rebecca (Physiotherapist) – Seaforth, NSW.

"FMA Wealth Management understand us and have turned our financial strategy into a positive outcome where we can follow a pathway to our goals. This is the best advice and set of actions we have ever taken."

Thomas (Commander - Dept of Defence/Program Manager) and Anne-Marie (Legal Practice Manager) - Wagga Wagga, NSW.

 "FMA Wealth Management was recommended to me in 2010. Since then, Frank and his team have assisted my family and I with trusted advice in many aspects of financial planning. We would happily recommend their knowledgeable and personalised services." 

Emily (Digital Director - National Media Production Company) - Forestville, NSW.

"We have entrusted our investments, financial affairs to Frank for the past 10 years and we are very confident of fulfilling our aspirations. This is even more the remarkable given the roller coaster ride we have all experienced throughout the global financial crisis. We are not only grateful but relieved!"

Phil (School Headmaster) and Marianne (School Teacher) – Seaforth, NSW.

"I have known Frank since 2001 having been referred to him by a financial institution that I had investments with. Over the years, he has proven to be a man of integrity and professionalism with excellent knowledge of the financial world. He has always gone above and beyond in providing sound advice and counsel, particular in those moments of need."

John (Media Manager and former journalist) – 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."

Ross and Sue (Wine Merchants) – Turramurra, NSW.

"Frank has been advising us on our self-managed super fund structure and investments since 2005. Despite the Global Financial Crisis we are still ahead! Frank and his staff are an integral part of our wealth creation team. We speak highly of FMA Wealth and the personalised care and service they provide."

Bill (Clothing Import Executive) and Trish (Artist) – Northbridge, NSW.

"In 2013, our accountant recommended the investment services of FMA Wealth Management for our SMSF. Since then, we have found Frank and his team to be both very helpful and professional in their financial advice to us. We have recommended and are happy to recommend the services of FMA Wealth Management to our friends."

Grahame (Sales Executive - Retired) and Kerry (Artist) – Mosman, NSW.

"I have known Frank some 20 years both on a personal as well as a professional basis. Frank’s solid career in investment banking combined with strong understanding of accounting and financial planning gives him a thorough insight of global markets and wealth creation opportunities. FMA wealth is fantastic in getting in place all the right foundations for superannuation, trusts, estate planning and life insurances. My relationship with FMA Wealth is definitely a peace of mind."

Ron (Head of Capital Markets – Major Four Australian Bank) – Killara, NSW.

"I have been involved with Frank and his team at FMA Wealth since mid-2014 when he agreed to take on the onerous task of reconfiguring my superannuation arrangements and investment portfolio to accommodate my family's move from Australia to Denmark. A complex job, which was dealt with extremely efficiently and effectively by Frank. He is a diligent fellow who really does leave no stone unturned. I feel comfortable in his care and have no doubt he will do his utmost to ensure the financial security of my family going forward."

Anthony (Maxillofacial Surgeon) - Esbjerg, Denmark.

“We have been clients of Frank’s since 2003 and have been extremely happy with the service and advice provided by Frank and his team during that time. Frank is professional but also very personable and has made us feel comfortable with our financial decisions based on his advice.  During our time with Frank we have had some unusual and sometimes complex financial situations which Frank and his team worked with us through these and provided different scenarios, as well as assisted in setting up our financial loan structures. We feel comfortable in recommending Frank to any new clients”

Annette – (NSW Health) and Don (Firefighter) – Cremorne, NSW.

"When we relocated to Australia from overseas six years ago, not knowing anything about Australia's tax and investment systems, Frank and his team were instrumental in setting up our superannuation funds and investment portfolio, positioning us for a tax-effective pension in our retirement years. We've been very impressed with Frank's knowledge, accessibility, responsiveness and personal service."

Doug (Retired IT Executive) and Dianne (Retired Business Consultant) - Bayview, NSW.

“Frank MacDonagh has been my financial adviser since 2004.He was highly recommended to me at a very vulnerable time for me personally, being recently retired and more recently widowed.Out of what I considered to be complete chaos and at times great fear, I consider it my very good fortune to have met Frank. He brought calm, peace, wisdom and organisation to my life. If I had to use words to describe Frank I think I would choose integrity and total honesty. I have to add Frank has a great sense of humour, and he always treats me with respect. All my investment records and reports with Frank are transparent, prompt and can be accessed immediately”.

Trudi (Retired Clinical Nurse Specialist)– Strathfield, NSW.

"The advice and professionalism from Frank and his team has been open and honest as to the future of my portfolio, and is anchored with a thorough understanding of financial markets, and the effect of events in local and overseas economies."

Brian (Phd - University Lecturer & Researcher) - Dee Why, NSW.

"We are pleased to recommend FMA Wealth Management as Financial Planners. Frank and his team have looked after our financial affairs for many years when we were in full time practice, and more recently into our semi-retirement. Their service is professional, prompt and courteous at all times. Living in country NSW we appreciate their flexibility in often accommodating meetings to fit in with our visits to Sydney."

David (Veterinary Surgeon) and Helen (Healthcare Services) - Tamworth, NSW.

"Frank has helped position me for retirement. Even though I work in the Financial Services industry, I had no plan. Frank worked with me on my retirement strategy, setting up appropriate investment vehicles. I have eliminated my personal debt and am well positioned for a comfortable retirement. Frank is professional, knowledgeable and very easy to work with. I recommend Frank unreservedly."

Stephen (Business Development Manager – Major International Bank) – Artarmon, NSW.

"We have been very happy with Frank’s professional advice since 2004. He has helped steer us through the financial challenges we have faced with our family whilst at the same time is helping us work towards financial independence. We are impressed at the quality of advice and the personalised attention that he and his team provide. Frank has individualised and refined our financial plan to meet our ongoing needs; we trust his advice. We have no hesitation in recommending the services of FMA Wealth Management."

Guy (Surgeon) and Alice (Teacher) – Coogee, NSW.

"Frank and his team have provided personal, professional advice and support to me and my family for a number of years. Frank, in particular, has taken the time to fully understand our circumstances and is willing to go the extra distance when issues arise. I have and will continue to recommend FMA Wealth Management."

Wendy (Lawyer) - Clareville, NSW.

"I was recommended to Frank in 2008 by a friend. I have entrusted Frank with my superannuation and financial advice since then as I transition to retirement. Frank has guided me through the minefield of super changes and tax implications in that time. I can recommend him for his trusted and sound financial advice."

Janice (Executive Assistant - International Bank) – Cremorne, NSW.

"A friend recommended Frank to us in 2007 and we have been clients of FMA Wealth Management since then. We know that we get trusted personal and business financial advice and guidance from Frank. He has a depth of knowledge and experience that really assists our family’s journey. Frank and the team at FMA Wealth Management are always professional, and are both proactive and responsive to our changing circumstances. We are very happy to recommend their services to our friends and family."

Mark (Marketing Executive) and Kate (Media Specialist) – Balgowlah, NSW.

"From our very first meeting with Frank, we knew that we had found an adviser that took the time to understand our situation and goals. The advice provided was clear, concise and delivered in a manner that we could understand. With FMA Wealth we now have in motion an actionable plan as we transition from busy company owners to a self-funded future where salt, sand and sea take centre stage! What more can we say...Thanks Frank!"

Steve and Robyn (Company directors – Digital Technology) – Manly, NSW.

"I have been using Frank MacDonagh for investment advice since 2006, and he has provided sound, safe investment strategies for retirement planning and superannuation. When times were difficult after the GFC he communicated well, minimising losses and encouraged continuing investment which has been valuable in the long-term."

Charles (Surgeon) – Mosman, NSW.

"We came to Frank in 2008 looking for a financial advisor and were impressed with the thoroughness of his approach to our assets and concerns. Since that time, we have found his advice and council valuable and have developed trust in him and the management of our Super Fund. Frank and his staff are always prompt in dealing with any of our concerns and we are very happy to recommend FMA Wealth Management."

Leigh (Dentist-Retired) and Nancy (Physiotherapist-Retired) – Manly, NSW.

"I have known Frank on a personal level for some 30 years and having lived abroad for the past eight years I needed someone who could advise me on many loose ends remaining in Australia. I consulted Frank who, with his team, were both fast and effective in consolidating these ends to provide me with the best possible outcome. I had the utmost confidence in their advice and ability to manage the details once I had returned to Europe. I would have no hesitation in recommending FMA Wealth Management to both local and international clients."

Rebecca - Australian Ex-Pat - (Manager Northern & Central Europe) International Furniture Company - London, England.

"We have been reassured and impressed by the courteous assistance and knowledgeable financial advice provided by Frank and his team regarding the placement and ongoing management of our private superannuation fund over a number of years."

Clare and Ted (Engineering consultants) – Frenchs Forest, NSW.

"We can fully recommend FMA Wealth management and its principal, Frank MacDonagh, to all superannuation investors. We have been very satisfied with Frank’s advice and management of our SMSF investments since we became clients of FMA Wealth in 2010."

Andrew (Surgeon) and Barbara (Retired Teacher) – Cammeray, NSW.

"We have known Frank for in excess of 20 years including 10 of those years as our financial planner. We are extremely fortunate to have him involved in our personal financial management both from an advice, implementation and day to day management. His ability to understand clients ever changing situations and incorporate such changes as part of his planning and service is without question a credit to his integrity and his personal desire to really help people."

Bernard (Managing Director – National General Insurer Firm) and Pamela (Marketing Director - Australasian Software Company) – Hunters Hill, NSW.

"From our very first meeting with Frank, my wife and I were impressed with the personal attention and expert advice we received to our preferred strategy and concerns regarding our investments. Our daughter referred us to FMA and we recommend FMA to our professional colleagues and friends at every opportunity."

John (Bank Manager - Retired) and Irene (CFO - Retired) - Paddington, NSW.

"We have been clients of Frank and his associates since 2001. His excellent advice and financial planning have enabled us to take control of our finances. We can look forward to retirement knowing that we will be financially secure."

John (General Manager-Export Manufacturer) and Karen (Administration Manager) – Belrose, NSW.

"Since entrusting my SMSF affairs with FMA Wealth Management several years ago, I have gained confidence that Frank and his team are genuinely interested in maximising the returns to my fund and to looking after the complexities of retirement planning. The advice I have received has always been detailed and well presented, and even trivial questions are handled promptly and efficiently. I will be quite happy for FMA to continue looking after my affairs as I plan for my retirement and beyond."

Stephan (Veterinary Surgeon) - Forestville, NSW.

“A friend recommended the services of Frank and his team at FMA Wealth Management around 2007.  I have always been impressed by the knowledge Frank has and in advising with my changing circumstances. He has always worked with me collaboratively to cater for both my short term plans and also for retirement. The team too is always very responsive to any questions or requests I have. I feel that I am in good hands and enjoy the regular catchups and review of how things are going.  I would absolutely recommend the services of FMA Wealth Management.”

Gae (Associate Director – Banking), Drummoyne - NSW