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.
Understanding Aged Care
Join us for an informative session focused solely on Aged Care. Whether you're looking to understand your current situation or help a loved one navigate the complexities of Aged Care, this seminar is designed to provide clarity and actionable insights.
Wednesday, 29th November 2023
2pm to 3pm
Nellie Melba Retirement Village
2 Collegium Avenue
Wheelers Hill VIC 3150
- Determining the cost of Aged Care: Get a clear understanding of the costs involved.
- Understanding the application process: Learn about the different steps to take when transitioning to Aged Care.
- Considering government support: Determine how the change in your situation may impact your Age Pension entitlement.
Delve into these topics to make informed decisions about your financial future.
To book please fill out the below form or call 03 9542 3200.
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.
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.
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.
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
- 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.
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
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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!