Financial Advisers & Planners For Forward-Thinking Families
We are a financial advisory firm in Notting Hill, Melbourne, that empowers clients to live their dreams and create their legacy. We focus on one thing — partnering with you to create a financial strategy for today and beyond that’s flexible enough to change along with you.
We are Freedom Financial Planning
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 personalised 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…
Our Team is Committed to Helping You Navigate Your Financial Future
From advisers to planners, superannuation and retirement professionals, our teams are under one roof, here to get to know you and create a personalised wealth management strategy designed to change along with you.
Each relationship revolves around a comprehensive plan built on a thorough understanding of your goals. Our advisers are supported by an internal team of experts dedicated entirely to identifying the best possible investment solutions for clients.
Mark Struik
Richard Unmack
Ryan Dupuis
Lee Jackson
Stephanie Mitchell
Georgia Maher
Gladys Teo
Zoe Careri-Wilson
Kylie Wilson-Milne
Sam Roberts
A Financial Planning Process That is Simple, But Powerful
You deserve a process that is robust and puts you in charge of your financial destiny. Looking into your financial future can be like travelling through unfamiliar territory.
With Freedom Financial Planning you will have a financial road map to follow with clearly defined goals and deadlines. The ultimate goal? Help you identify what is important so you can achieve your goals—we’re committed to being here for everything life brings your way.
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.
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.
Strategy Development
Development of the detailed strategy and recommendations and preparation of your personalised plan (Statement of Advice document).
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.
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.
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.
Financial Services That
Take The Pressure Off You
When it comes to financial planning and wealth management, we help take the pressure off you.
So you can concentrate on building your wealth and living your best life.
Lending & Mortgage Solutions
Freedom Mortgage Solutions provides expert lending and mortgage advisory services, empowering clients to make informed financial decisions.
Services provided by Freedom Mortgage Solutions:
- Home Loans
- Investment Property Loans
- Refinancing
- First Home Buyer Support
- Equity Release
- Debt Consolidation
- Personal and Car Loans
- Commercial Loans
Whether you are buying your first home, refinancing or looking to buy an investment property, Sean is ready to help you navigate the loan process and find suitable solutions for your financial needs.
Sean Lowe
Freedom Mortgage Solutions
0424 903 233
sean@freedomms.com.au
Authorised Credit Representatives of QED Credit Services Pty Ltd ACN 147 272 295 (Australian Credit Licence Number 387856). The products and services offered by Freedom Mortgage Solutions are not authorised by Consultum Financial Advisers Pty Ltd and are not responsible for the advice and/or services provided by Freedom Mortgage Solutions.
Useful Links
We've compiled a broad range of useful links for your use. These include a various of topics such as taxation, software, Government agencies and media.
General Calculators
Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals.
Financial Videos
Watch our video series to learn more about the value of financial planning, how it applies to common life events and how we can help you.
Frequently Asked Questions
Freedom Financial Planning welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!