Secure Your Legacy: Expert Estate Planning Services

Estate planning is a pivotal component in securing your financial legacy and ensuring the well-being of your loved ones.

Freedom Financial Planning specialises in providing comprehensive estate planning services in Melbourne, focusing on minimising liabilities and maximising inheritance for your family.

  • Detailed Estate Review

  • Tax Reduction Strategies

  • Comprehensive Estate Plans

  • Professional Advice on Asset Transfer

Secure Your Financial Future

Don’t leave your legacy to chance! Dive into a world where your assets are protected and your loved ones are secure. With Freedom Financial Planning, experience meticulous estate planning services designed to minimise tax and maximise inheritance. Embark on a journey of financial security and peace of mind. Reach out to us today, and let’s start planning your legacy!

couple reviewing mortgage loan paperwork

Maximise Inheritance with Our Estate Planning

Discover many benefits with our precise estate planning services at Freedom Financial Planning. We specialise in crafting strategies that minimise tax liabilities and maximise inheritance for your loved ones, ensuring a secure financial future.

Experience peace of mind knowing your assets will be transferred seamlessly, and your wishes honoured meticulously. Let us help you navigate through the complexities of estate planning, providing clarity and confidence every step of the way.

Transform Your Legacy with Expert Advice

Transform the way you plan your legacy with our expert estate planning services. We've got you covered, whether it’s asset transfer, tax reduction strategies, or comprehensive estate plans. Secure a future where your family inherits the most and the taxman the least. At Freedom Financial Planning, we understand that estate planning is more than a legal requirement; it's crucial to ensuring that your legacy, values, and assets are preserved and passed on according to your wishes.

Comprehensive Estate Planning Services

At Freedom Financial Planning, we delve deep to offer you comprehensive and tailored estate planning services. Our expert advisers work closely with you, understanding your unique needs and preferences and providing advice on every possible way to protect your assets.

From detailed estate reviews to the creation of robust estate plans, we cover all aspects to ensure a trouble-free asset transfer and a lasting financial legacy. Secure your family’s future with our professional and thorough approach to estate planning.

freedom financial planning family retirementt 40

Client Testimonials

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
Next Reviewsjs_loader

Streamlined Estate Planning Process

Embark on a seamless journey with Freedom Financial Planning! Our process involves meticulous consultation, detailed estate review, and strategic planning to minimise tax and ensure smooth asset transfer. Secure your legacy efficiently with our expert guidance!

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

cashflow budgeting

Cashflow & Budgeting

centrelink advice

Centrelink Advice

investment wealth creation

Investment & Wealth Creation

personal risk insurance advice

Personal Risk Insurance Advice

retirement advice

Retirement Advice

superannuation advice

Superannuation Advice

aged care advice

Aged Care Advice

strategic tax planning advice

Strategic Tax Planning Advice

Get In Touch

Ready to secure your legacy and ensure your loved ones are cared for? Reach out to us at Freedom Financial Planning! Our team of experienced Melbourne advisers is here to guide you through every step of the estate planning process, providing the expertise and support you need. Whether it’s a detailed estate review or strategic advice on asset protection, we’re here to help. Contact us today, and let’s start the journey to a secure and prosperous future together!

Frequently Asked Questions About Estate Planning

How does Freedom Financial Planning enhance asset protection in estate planning?

Freedom Financial Planning employs strategic and meticulous approaches to enhance asset protection. We conduct thorough reviews of your estate, identify potential vulnerabilities, and develop robust strategies to shield your assets from undue liabilities and taxes, ensuring maximum inheritance for your loved ones and a secure financial legacy.

Can Freedom Financial Planning assist in creating a tax-efficient estate?

Absolutely! We specialise in devising tax-efficient estate plans aimed at minimising tax liabilities. By exploring various tax reduction strategies and leveraging applicable exemptions and reliefs, we ensure your estate is structured optimally to preserve wealth and enhance the financial well-being of your heirs.

How does Freedom Financial Planning ensure a seamless asset transfer process?

We prioritise a smooth and hassle-free asset transfer process by meticulously planning every aspect of your estate. Our expert advisers work closely with you and your solicitor to ensure all legal documents are in place and all potential obstacles are addressed proactively, facilitating a seamless transition of assets to your loved ones.

What makes Freedom Financial Planning’s estate planning services stand out?

Our commitment to providing tailored and comprehensive estate planning services sets us apart. We delve deep into every detail of your estate, offering personalised advice and innovative solutions to secure your financial legacy. Our proactive approach and dedication to client satisfaction ensure your estate planning needs are met with the highest standards of professionalism and expertise.

How can I start my estate planning journey with Freedom Financial Planning?

Starting your estate planning journey with us is simple. Reach out to our team of experienced advisers, who will guide you through an in-depth consultation to understand your unique needs and preferences. We’ll then develop a comprehensive and strategic estate plan, focusing on asset protection, tax minimisation, and maximising inheritance to secure a prosperous future for your loved ones.

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!

Scroll to Top