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FIRST OPTION FINANCIAL MANAGEMENT OVERVIEW

At First Option Financial Management we understand that you want to protect and grow the things that are important to you. Life throws many challenges at you; we are here to help you take control, financially, personally and professionally.

To help you achieve your goals, we provide advice on a range of issues, including
  • Managing your debt - A review of your current loans and advice on appropriate debt strategies for the future. This may include restructuring your home and/or investment borrowings, plus borrowing under Super.
  • Personal investment plans - Strategies (Super & Non-Super) that will help you make the appropriate Investment decisions to achieve what is important to you now and in the future.
  • Personal and family protection - Strategies to help in protecting you and your family's lifestyle in the event you are unable to earn an income due to sickness or injury.
  • Effective budgeting - Assistance in developing a budget to help manage your personal cash flow.

Staff Member:
John Blangiardo: CFP, Dip FP
  Director/Principal of First Option Financial Management John Blangiardo
John joined FOFM in 1998 and subsequently bought the business in 2000.

John has 29 years experience in Financial Services. John is a Certified Financial Planner and has a Diploma in Financial Planning and Associate Diploma in Accounting (Taxation major).

John enjoys spending time with friends and family. His interests include going to gym and movies.

Click here to email John
 






We will contact you on an annual or more regular basis, to arrange a review of your situation. Of course if things change in your life we encourage you to call us for a review at any time.




We put the agreed advice into action, and ensure that everything goes as planned.
In our first meeting, we get to know each other, and discuss what you want to achieve in your personal and financial life now and in the future.
We will provide you with some solutions to help you achieve your desired goals and objectives.




We will present our advice to you, and help you understand what is involved to help you achieve your desired objectives.
Ian & Carol Martin ACR International Pty. Ltd.
Ian & Carol Martin ACR International Pty. Ltd.
"We appreciate the services that you have provided to our company ACR International Pty. Ltd. Over the past six years.During our association, your intricate knowledge of the business and financial aspects of our company has assisted us in trading profitably and attaining a competitive edge. Also your suggestion in 1999 regarding selling the factory and re-investing the proceeds in your Managed Funds has been very successful along with the profits of the margin lending account.We have total confidence in your honesty, loyalty and advice and we look forward to the results of your latest recommendation in the Phillip Island projects."
 
Mrs Sue & Mr Tony Wood
Mrs Sue & Mr Tony Wood
"When it comes to considering your financial affairs, and in needing to take sound advice, to us the important factors to be considered were professionalism, knowledge, honesty and trustworthiness, along with the feeling that the person and company you are entrusting your financial affairs to, has a genuine interest in you and your business. We can very sincerely say that during the past 10 years of our association with First Option and John Blangiardo, that all of our criteria has been met and in fact, surpassed. We treat First Option / John Blangiardo as both our partner and trusted advisor, and have found the support, assistance, guidance, advice, and recommendations to be first rate, and as a result, have seen our asset portfolio grow in secure hands, whilst representing excellent value for money. We thoroughly recommend First Option / John Blangiardo to others, and feel sure, that like us, they will be delighted with the service, advice, results, and care displayed."
 
Graeme McDonald
Graeme McDonald
"I have been a client of John’s for about 7 years. I initially sought John out in regards to Income Protection. Since then he met and exceeded my expectations from both a service and advice point of view. Over the past John has moved from just an adviser, to a trusted adviser and friend."
 
Hans Langendam
Hans Langendam
"Just like many others, I found the search for a financial advisor fraught with difficulty. Who do you trust, what products and institutions are they tied too, the ‘fairness’ of fees and commissions.I was originally introduced to John Blangiardo to assist with Income Protection. John’s manner was helpful, informative and caring. As the relationship grew, John would continue to grow my awareness of other financial planning options – no pressure, “whenever you are ready”.Well, Jen & I eventually took the step to develop a vision of the future and allowed John to develop a plan to supplement existing investments and appropriately protect that plan during the journey. The plan has had some stops and starts with the changing circumstances that life brings, but John was patient, generous of his time, redrafting as required and more than fair in how he charged for his services.Undoubtedly I feel we have real advisor who offers opportunities, listens to what we want to do, and is flexible but focused on helping us achieve our vision. I feel well treated by John and his staff whenever I need assistance and he has earned my respect and trust."
 

 
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253 Richardson St
Middle Park VIC 3206
T: (03) 9682 2700
F: (03) 9682 0458

admin@firstoptionfm.com.au
First Option Financial Management, ABN 30 006 841 149, 253 Richardson Street, Middle Park, VIC 3206 are Authorised
Representatives of Apogee Financial Planning Limited ABN 28 056 426 932, a member of the National group of companies.
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