Looking for financial advisers & planners in Mount Waverley?

Secure your financial future with expert planning and personalised advice near Mount Waverley. Tailored strategies ensure your wealth grows and your goals are achieved with confidence.

  • Optimise Your Tax

    Take control of your finances. Replace financial stress with confidence.

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    Maximise your investments with our expert guidance and support.

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Freedom Financial Planning
4.9
Based on 38 reviews
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.
Neil Harris
Neil Harris
23:26 12 Apr 23
They provide a consistantly high level of service together with expert advice
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.
Helen Neyland
Helen Neyland
00:12 04 Apr 23
I want thank Ryan his caring financial advice .
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
Jules F
Jules F
11:23 01 Feb 23
Professional, helpful, knowledgeable and informative.
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 😊
Robert Jackson
Robert Jackson
02:47 31 Jan 23
Excellent financial advice, fully recommend anyone seeking financial advice.Thanh you Lee
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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Plan Your Retirement for a Secure Future Mount Waverley, Victoria

As retirement planners & financial advisers near Mount Waverley, we understand the importance of retirement planning for a comfortable and secure future.

Our services are specifically designed to help you through every step of financial preparation, from assessing your current savings to projecting your needs in the years to come.

By taking into account your lifestyle aspirations and financial situation, we create a personalised retirement strategy that not only meets your expectations but also accounts for unforeseen expenses.

Our goal is to provide you with a stress-free retirement, allowing you to enjoy your golden years without financial worries.

Maximising Savings with Strategic Tax Planning Advice Mount Waverley, Victoria

Strategic tax planning is a fundamental aspect of our financial planning services near Mount Waverley. As a trusted financial planner near Mount Waverley, we believe that effective tax planning plays a critical role in helping our clients achieve their financial goals.

Our team of experienced tax advisors can help you create personalised tax strategies that comply with local regulations while maximising your savings.

We can assist you with a range of tax-saving instruments, including deductions and credits, to reduce your tax liabilities and increase your net income. Our approach is designed to help you keep more of your hard-earned money.

Investment Management for Optimising Portfolio Performance Mount Waverley, Victoria

In the dynamic world of investing, managing your portfolio with a focus on local insights and global trends is key to optimising performance.

Here in Mount Waverley, our investment management services offer customised advice based on your financial goals and risk tolerance.

Whether you're a seasoned investor or just starting out, we provide comprehensive support in selecting the right assets, managing risks, and aligning your investments with your long-term financial objectives, ensuring your portfolio grows robustly over time.

Expertise of Our Financial Advisory Professionals Near Mount Waverley

Our team comprises seasoned financial advisors who bring a wealth of knowledge and expertise to every consultation.

By combining rigorous training with extensive real-world experience, our professionals offer insights that go beyond generic financial advice.

We pride ourselves on building lasting relationships with our clients, providing them with the guidance needed to make informed financial decisions, overcome challenges, and capitalise on opportunities, all tailored to the unique economic landscape of Mount Waverley.

Let's Book A Chat

To book an appointment simply call (03) 9999 8581 or fill in your details below

Google Rating
4.9
Based on 38 reviews
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