Fulfill Your

Built on quality financial advice & professional service for over 20 years, our wealth planning team can help optimise your financial life & create freedom.

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…

J Piper
J Piper
00:38 23 Apr 24
What sets Freedom Financial Planning apart is how they really focus on your specific wants and needs rather than trying to squish you into a product set that suits them. We have had outstanding service and outstanding returns over our long association and now have financial freedom as we approach retirement that we would never have had without them. A million thank yous
Vicks Naidoo
Vicks Naidoo
08:44 12 Feb 24
The discussion was very professional. Provided the status of the investments with increase in principal amounts. Provided assurance that assistance was available at all time and investments were reviewed periodically to ensure continuous growth of the principal amount.
Peter Stewart
Peter Stewart
04:29 06 Jan 24
I’ve been using FFP for a number of years. Completely satisfied with their support, advice, & recommendations for my finances. Richard is always great to work with. Highly recommended without any hesitation!!!!!!
Angela Meinke
Angela Meinke
04:19 06 Jan 24
I’ve been a happy customer for a number of years of Freedom Financial Planning with Richard Unmack providing me with professional advice and a friendly and when needed “plain English” explanation.Richard has helped me to set myself up for the future and get my affairs in order. I particularly appreciate the sound advice and quick responses, especially during key/critical decision making times.I believe that Richard has a good understanding of my needs, priorities and principals/values and that he really listens to what I am trying to achieve and that this enables him to provide great, independent advice to enable me to do that.He has been great to work with and making the decision to engage Freedom has really helped set me up for the future and to ease any of my worries.
Nelson Herrok
Nelson Herrok
23:39 01 Dec 23
Great assistance, friendly and knowledgeable advice in regards to our financial needs. Thanks Mark ‼️
Viv Schembri
Viv Schembri
06:57 30 Nov 23
Lee Jackson has been my Financial advisor for many years. He is always professional, friendly and knowledgeable securing A Comfortable Future for me and my family,
Robyn Simpson
Robyn Simpson
06:01 30 Nov 23
I have been with Freedom Financial for a number of years now. It was recommended by a friend who had enjoyed very reliable service for many years.Since becoming a client, I have enjoyed advice whenever I needed it. While I was working part time, I needed to engaged regularly with Centrelink to advise changes of salary. It was very taxing to spend so much time on the phone. Freedom took over the Centrelink involvement entirely. The fees were worth that alone!! My Superannuation and finances became more manageable and I was better off as a result of suggestions made to me. More recently, I have inherited funds and had significant help with investment and more broadly Retirement Village living.Most importantly to me, I have always found them to be scrupulously honest and I could not recommend them more highly.Specifically, I have dealt with Mark Struik, but Stephanie is now my friend’s Adviser and she has always been more than delighted.
Dot Ng
Dot Ng
05:39 30 Nov 23
Best financial advisors! Been helping me over many years. And real people handling and caring for my financial and emotional well being. Highly recommended!
Denise Martin
Denise Martin
05:36 13 Jul 23
I can't recommend Freedom Financial Planning highly enough. My husband and I have been with them for over 20 years and Mark Struik and Stephanie Mitchell (and their support staff) have always given us the most professional, friendly and accurate service and advice; always going that extra mile to achieve our required outcomes.
Valerie Paezold
Valerie Paezold
13:33 12 Jul 23
Thank you to all at Financial Planning for putting on a great evening. The Presentation, food and the movie were excellent!
Denise Martin
Denise Martin
09:35 23 Apr 23
Fabulously efficient and friendly service. Mark and Stephanie are so personable and they always have our best financial future at heart. We would not hesitate to recommend them to anyone for sound, professional and reliable advice.
Hudley Rana
Hudley Rana
01:25 17 Apr 23
We have been with Ryan since February 2016. His genuine caring advice, holistic in nature, keeping in mind our ongoing changes with respect to family, health and careers have enabled us to retire with confidence. Thank you Ryan and the Financial Freedom Planning Team. Hudley Rana
Angela Forgan
Angela Forgan
07:00 14 Apr 23
Have received excellent, sound advice from FFP for many years. Would not have been able to make some serious financial decisions without their support and guidance. Have recommended FFP to other friends who have also used their services very happily over a number of years.
Robert Macdonald
Robert Macdonald
09:09 12 Apr 23
We were with another company for many years, and never had any contact with them, and they charged so much and did little. Freedom was recommended to us, and after 5 years of ongoing easy to understand friendly meetings, the results are very pleasing.
dorothy nathan
dorothy nathan
02:48 07 Apr 23
over the years we have found freedom financial very obliging & helpful in connection with our financial arrangements & have no hesitation in recommending their services.
Maurice Aspinall
Maurice Aspinall
05:48 06 Apr 23
The service we received was friendly, Courteous and explained in great detail, well done to you all, keep up the great work.
John Mitsios
John Mitsios
06:12 05 Apr 23
I have been with Freedom Financial Planning for many many years and have found Mark to be excellent in sharing his advice and financial planning knowledge. I have full faith and trust in the advice provided by Mark and he has not let me down.
ian macdowall
ian macdowall
09:05 04 Apr 23
Thanks Mark and the team at Freedom Financial, your expert advice has helped my Super grow faster than i would have thought and the tips and information provided throughout the year is most appreciated.
Stephen Lewis
Stephen Lewis
00:59 04 Apr 23
My wife and I have been customers of Freedom for many years.We have always been extremely happy with the professionalism and have built a relation of trust with Ryan our main contact.
Alan Day
Alan Day
23:08 03 Apr 23
We've been using FFP for a few years now. We can't recommend their services highly enough. Very easy to speak to for our financial requirements.
George Sutherland
George Sutherland
09:13 03 Apr 23
We have been clients for many years and have had courteous valuable advice for all that time, Our initial involvement involved establishment of financial plans for an elderly relative requiring care and estate planning. We then engaged to establish a financial plan for ourselves and are now able to enjoy our retirement by implementing those plans. We have encouraged others to also engage with Freedom Financial Planning and each of them has achieved similar effective resultsGeorge and Carol Sutherland
Robin Bray
Robin Bray
08:28 03 Apr 23
My wife and I have used the services of Freedom Financial Planning for a number of years and have been thoroughly satisfied with their performance. The staff are always friendly and welcoming and provide sound financial planning advice and assistance.
Michael Clarke
Michael Clarke
08:01 03 Apr 23
Have used FFP for many years and will continue to do so. They have provided a great service, which is personally tailored to your needs.Highly recommended
Andrew Struik
Andrew Struik
07:30 03 Apr 23
I have been very happy with FFP and also their associated mortgage service. Both have been very responsive to any requests, and have shown initiative in making suggestions on how they can do better for me.
Janette Bradley
Janette Bradley
05:14 21 Feb 23
I have a very good relationship with all of the advisors, and their staff. They are very helpful, and I trust them, they feel like good friends. I would recommend them to others, with no hesitation.
Derek Griff
Derek Griff
01:27 21 Feb 23
Freedom have managed my Super Fund over many years and provided sound advice throughout, with regular market correspondence and detailed reports including any sudden changes to the market or government conditions that they considered relevant to my portfolio.For the most part, Kate has been my personal financial planner. Kate has arranged regular one on one meetings with me or impromptu meetings at my request to clarify, explain or make changes to my portfolio depending on market conditions or at my requests.Kate has been a trusted, professional financial adviser to me personally and always made herself available at any time. On the rare occasion when Kate has been unavailable for personal reasons, there has always been another financial planner made available immediately. I can’t speak highly enough of Kate and her willingness to make sure that I receive the best support, understand market information, provide logical advice with a way forward and this is all managed with a minimum of fuss.Derek
Rod Bartlett
Rod Bartlett
07:14 01 Feb 23
lee jackson has been my advisor for years he is very well informed and professional he more of friend than advisor i would highly recommend him also shaun the mortgage broker who set up my bridging loan and morgage also was highly profession and who i drove mad unfortunatly i believe either of them are essendon supporters
Dawn Hatcher
Dawn Hatcher
05:42 01 Feb 23
I have been with them for over 5 years and they have been exceptional in providing assistance in all my financial matters.
Matt Wood-Collins
Matt Wood-Collins
01:44 01 Feb 23
I've been delighted to work with Stephanie Mitchell and the team at Freedom Financial Planning on both life insurance and investments. Stephanie has always been diligent, patient, well-informed and professional. I'm confident my finances are in good hands.
Kayla Jade
Kayla Jade
04:18 31 Jan 23
Working with Lee was the best financial decision we’ve ever made. Freedom has been an absolute fantastic company to work with! Continued communication and support! Thank you 😊
The team at Freedom Financial Planning in Mount Waverley are the best at what they do.I Anthony (Jack) Poletko have been dealing with Lee Jackson for a number of years now and he is good at what he does,If i have ever had a problem with my superannuation or need to know something financially,He will take the time to explain it and make sure i was good with it.He has not let me down once (super is doing great).Would highly recommend Lee Jackson to anyone for financial advise and have many times.Just last year both my wife and started looking at investment properties, Lee Jackson put us on to their finance broker Sean Lowe who has done an out standing job to get us into the market,He puts us onto an investment property broker, They have sources us a home to which it is in the process of being built,Sean has gone above and beyond in helping us get the loan and finance for our property.we previously had another broker who did not do anything of what Sean has done for us.Once again we would highly recommend his services to anyone and have done many times.Great Work Guys AAA ratting for customer service.jack & Jacky
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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 financial adviser

Mark Struik

Director & Financial Adviser
Richard Unmack financial planner and adviser

Richard Unmack

Director & Financial Adviser
Ryan Dupuis financial adviser

Ryan Dupuis

Director & Financial Adviser
lee jackson

Lee Jackson

Financial Adviser
katherine styles

Katherine Styles

Financial Adviser
stephanie mitchell financial planner

Stephanie Mitchell

Financial Adviser
georgia maher associate adviser

Georgia Maher

Associate Adviser
gladys teo

Gladys Teo

Client Services Manager
zoe careri wilson

Zoe Careri-Wilson

Client Services Officer
kylie wilson milne

Kylie Wilson-Milne

Client Services Officer

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.

cashflow budgeting

Cashflow & Budgeting

Freedom Financial Planning provide clear, expert advice designed to help you minimise risks associated with poor budgeting.

centrelink advice

Centrelink Advice

We understand that Centrelink plays an important role for individuals and families when it comes to planning.

investment wealth creation

Investment & Wealth Creation

Whether you are an experienced investor looking to grow greater wealth or are interested in starting an investment portfolio, we're here to help.

personal risk insurance advice

Personal Risk Insurance Advice

Ensure your family is financially supported in the unlikely event of sickness, injury or death.

retirement advice

Retirement Advice

Those who plan for retirement are more likely to enjoy a lifestyle based on their own terms and not those of someone else.

superannuation advice

Superannuation Advice

Together we can develop a strategy to ensure your superannuation is properly structured to meet your goals.

aged care advice

Aged Care Advice

Considering Aged Care for yourself or a loved one is extremely difficult but planning ahead will give you great peace of mind. Let us help.

strategic tax planning advice

Strategic Tax Planning Advice

The implementation of effective tax strategies is an integral part of the financial planning process.

Lending & Mortgage Solutions

Freedom Mortgage Solutions provides expert lending and mortgage advisory services, empowering clients to make informed financial decisions.

freedom mortgage logo

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

Sean Lowe

Freedom Mortgage Solutions

0424 903 233

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.

Calculators, Resources, Videos & Useful Links

tools useful

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.

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tools calcs

General Calculators

Powered by ASIC's MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals.

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tools videos

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.

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Get In Touch

Frequently Asked Questions

A financial planner gives expert advice to individuals and organizations for managing their financial affairs. They assess financial situations and goals to develop a comprehensive financial plan that aligns with objectives. Financial planners focus on investment, retirement, tax, estate, insurance, and debt management.

They help develop investment strategies, plan for retirement, minimize tax liabilities, ensure wealth transfer and legacy planning, recommend insurance products, and create strategies to manage and reduce debt. Financial planners maintain high ethical standards, provide regular updates, and communicate with clients to guide them towards financial stability and achieving their objectives.

Financial advisors in Australia provide specialized guidance and advice on various financial aspects such as investment management, retirement planning, superannuation, tax planning, insurance, and estate planning. They assess their clients' financial situations, understanding their goals, risk tolerance, and financial obligations, to provide tailored advice and strategies. 

Financial advisors guide clients through the complexities of the Australian taxation system, provide strategies for tax-effective investing and financial management, optimize investment strategies to enhance retirement savings and ensure compliance with regulatory frameworks. They also help clients navigate various financial stages and events in life, ensuring a stable and prosperous financial journey.

A financial advisor can offer expert insights tailored to your specific financial situation and goals, helping you make well-informed financial decisions. They can assist in setting realistic financial goals, managing risks, and developing a structured approach to wealth accumulation and management. Seeking advice from a financial advisor can alleviate the stress of managing your finances alone, providing guidance, support, and strategies to navigate your financial journey and giving you much-needed peace of mind.

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!

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