Who is Freedom?
Founded in 2003, Freedom Financial Planning has grown steadily over the years, expanding its comprehensive services and client base through a commitment to advice excellence and a focus on building long-term relationships with its clients.
With a team of experienced, dedicated advisers and support staff, the company has built a reputation for providing high-quality advice and personalized service to help clients achieve their financial goals.
Each of the advisers hold a range of professional qualifications and is committed to ongoing professional development to ensure they remain up-to-date with the latest industry standards and best practices. This expertise allows Freedom to offer a wide range of financial planning services, including retirement planning, super and investment management, estate planning, insurance, and tax guidance.
Freedom's Philosophy
Our client's needs are always put first. We understand that everyone has a unique situation, and as such, we take the time to get to know each client and understand their individual circumstances to ensure they receive a customised financial plan that is tailored to their specific goals and objectives.
Freedom Financial Planning prides itself on its commitment to providing high-quality financial advice and exceptional customer service. The team is passionate about helping clients achieve financial freedom and security, and they are dedicated to building long-term relationships based on trust, integrity, and transparency.
Why Choose Freedom?
At Freedom, the company's mission is to empower clients to take control of their financial futures by providing them with the knowledge, tools, and support they need to make informed decisions about their money. So, if you are looking for a trusted financial planning partner who can help you achieve your financial goals, look no further than Freedom Financial Planning.
But don’t just take our word for it, read what our clients have to say…
MEET OUR TEAM
Introducing our Advisers
Our Process
Step 1
Introductory Meeting (No cost & obligation free)
The first step in our advice process is to arrange our introductory meeting. This meeting provides the opportunity to discuss your current situation and requirements, as well as your goals for the future. We can also explore how we may be able to help you.
Step 2
Advice Preparation
Should you wish to engage our services, our work begins on reviewing and assessing alternative financial models and investment scenarios appropriate to your needs and circumstances. Fees occur from this step.
Step 3
Strategy Development
Development of the detailed strategy and recommendations and preparation of your personalised plan (Statement of Advice document).
Step 4
Advice Presentation Meeting
At this meeting we will present your tailored financial strategy and explain how our advice and recommendations will help you to achieve your goals and aspirations.
Step 5
Implementation of Advice
Once you are comfortable with our advice and recommendations, the next step is to implement the detailed strategy as outlined in the Statement of Advice. We complete all of the required paperwork & process these.
Step 6
Ongoing Advice and Regular Reviews
To ensure your financial strategy remains on track to meet your objectives (as they are subject to change over time), we will meet on a regular basis to review your situation and make any necessary adjustments that may be required.
