Financial Planning & Advisory Melbourne

Q: What exactly does financial planning advisory entail?

What exactly does financial planning advisory entail? Financial planning advisory involves providing expert advice and strategies to individuals or businesses to help them achieve their financial goals, manage their wealth efficiently, and secure their financial future. It encompasses a range of services, including investment advice, retirement planning, tax planning, and wealth management.

Q: How can financial planning advisory benefit me?

How can financial planning advisory benefit me? Financial planning advisory can offer numerous benefits, such as helping you make informed financial decisions, optimising your wealth, providing a clear roadmap to achieve your financial goals, reducing financial risk, and ultimately, ensuring peace of mind regarding your financial future.

We provide tailored, strategic advice to help individuals and businesses in Melbourne navigate their financial journeys and achieve their goals. Whether you are planning for retirement, looking to optimise your investments, or seeking ways to protect your financial future, our expert advisors guide you every step.

Investment Advice
Retirement Planning
Estate Planning
Wealth Creation

Secure Your Financial Future

Ready to take control of your finances? Our expert financial planning advisory services in Melbourne are designed to help you realise your financial goals, protect your wealth, and attain peace of mind. Whether you are planning for retirement, looking to optimise your investments, or seeking strategic financial advice, we have the expertise to guide you. Don’t leave your financial future to chance; schedule a consultation with our expert advisors today!

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Reap the Rewards of Financial Wellness

We specialise in crafting personalised financial strategies, focusing on wealth management, investment advice, retirement planning, and more. Our dedicated team of experts works meticulously to align solutions with your unique needs and financial aspirations, ensuring each step you take is a stride toward financial success.

Our financial planning advisory services address these challenges by providing expert advice, strategic planning, and ongoing support to help our clients make informed financial decisions, optimise their wealth, and secure their financial future.

Start Your Financial Journey with Expert Advice

Embark on your path to financial success with our specialised financial planning advisory services in Melbourne. We offer personalised, strategic advice tailored to your unique financial situation and goals. From wealth management to retirement planning, our dedicated team is here to help you make informed decisions and secure your financial well-being. Begin your journey to financial prosperity – book a consultation with us now!

Customised Financial Planning Advisory In Melbourne

Delve deeper into our bespoke financial planning advisory services available in Melbourne. We specialise in crafting personalised financial strategies, focusing on wealth management, investment advice, retirement planning, and more.

Our dedicated team of experts works meticulously to align solutions with your unique needs and financial aspirations, ensuring each step you take is a stride toward financial success.

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Client Testimonials

Freedom Financial Planning

4.9

Based on 39 reviews

See all reviews

Rob Kean

05:06 12 Nov 24

Freedom Financial Services were recommended by a client of mine several years ago.I am extremely happy with the service provided by Stephanie Mitchell and her staff.I have no hesitation in recommending her.

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

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

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

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

23:39 01 Dec 23

Great assistance, friendly and knowledgeable advice in regards to our financial needs. Thanks Mark ‼️

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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 😊

Airwize Pyrotechnic Displays

07:40 29 May 19

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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How it works?

Our client-oriented approach focuses on understanding each client’s unique financial situation, goals, and risk tolerance. We use this insight to develop and implement personalised financial strategies, leveraging our expertise in financial planning, investment management, and risk mitigation to help our clients achieve their financial objectives.

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

Centrelink Advice

Investment & Wealth Creation

Personal Risk Insurance Advice

Retirement Advice

Superannuation Advice

Aged Care Advice

Strategic Tax Planning Advice

Get In Touch

Frequently Asked Questions Financial Planning Advisory

What exactly does financial planning advisory entail?

What exactly does financial planning advisory entail?

Financial planning advisory involves providing expert advice and strategies to individuals or businesses to help them achieve their financial goals, manage their wealth efficiently, and secure their financial future. It encompasses a range of services, including investment advice, retirement planning, tax planning, and wealth management.

How can financial planning advisory benefit me?

How can financial planning advisory benefit me?

Financial planning advisory can offer numerous benefits, such as helping you make informed financial decisions, optimising your wealth, providing a clear roadmap to achieve your financial goals, reducing financial risk, and ultimately, ensuring peace of mind regarding your financial future.

Is financial planning advisory suitable for individuals only, or can businesses also avail of it?

Is financial planning advisory suitable for individuals only, or can businesses also avail of it?

Financial planning advisory is beneficial for both individuals and businesses. It helps individuals in personal wealth management and financial goal setting, while businesses can benefit from corporate financial strategies, risk management, and efficient resource allocation.

How often should I consult with a financial planning advisor?

How often should I consult with a financial planning advisor?

The frequency of consultations can depend on individual circumstances, financial goals, and life changes. However, it’s advisable to have regular check-ins, at least annually, to review and adjust your financial plan as needed, ensuring it remains aligned with your goals and any changes in your financial situation.

Can I get a personalised financial plan tailored to my specific needs and goals?

Can I get a personalised financial plan tailored to my needs and goals?

Absolutely! A core component of financial planning advisory is developing personalised financial plans that are tailored to your unique needs, goals, risk tolerance, and financial situation, ensuring the most effective strategies are implemented to secure your financial future.

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!