Client Stories

A winning combination of entrepreneurship and planning

Andrew and Zoe Wilkinson

A conversation with Andrew and Zoe Wilkinson

Andrew was brought up with parents who were careful with money. “My Dad did everything for himself; jobs around the house, gardening and growing things, even making toys like go-carts for us. My mum made jam and was also very frugal. My parents didn't just go and buy stuff if we

It's given us peace of mind and we feel reassured

Kath and Paddy Finn

Paddy and Kath Finn have been FMB clients for over 25 years. They met with their original planner, one of the founders Dennis Hale via a recommendation from their accountant when Kath had inherited some money. But let’s jump a bit further back and see how their relationship with money was formed.

Kath feels she was lucky,

A warm and friendly introduction, personalised and clear advice

The Evans Family

Jim and Kat Evans are relatively new clients to FMB, Jim said, "Consideration for the longer term hadn't really been thought about until the girls came along. Having gone self employed in the last couple of years, setting up our business and generating income meant we could also set up some fundamentals like pensions and

Planning ahead allows me to relax knowing my family's future is in safe hands

Tim Rumney

FMB have been looking after my finances for many years. They help me to plan ahead and keep a clear sight of my future finances, with sound advice on how to make the most of my money. Planning ahead allows me to relax knowing my family's future is in safe hands.

It's important to have a business relationship with people who we respect, like and trust.

Langdale Hotel

Working with the people from FMB has been a really efficient way of conducting business and gives us confidence that we are meeting all of our statutory obligations but also making sure that our employees are getting the best deal and being well cared for which is important for us. It's important to have a business

Planning, preparation and regular meetings with our planner keep us on track and feeling reassured.

Dave Winder

A conversation with Dave and Siobhan Winder

"Growing up, Siobhan and I came from modest backgrounds. Our parents were careful with money, I think you just learn that way of life. Neither of us has ever wanted expensive things or big holidays, we've always been more focused on enjoying the outdoors and being active as a

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