Insurance Planning Services

Q: How often should I review my insurance plan?

How often should I review my insurance plan? It's wise to review your insurance plan annually or when significant life changes occur, like marriage, birth, or job changes. Regular reviews help ensure your coverage remains aligned with your evolving needs.

Q: Can insurance planning help with tax optimisation?

Can insurance planning help with tax optimisation? Yes, insurance planning can be a tax-efficient strategy. Some policies offer tax benefits, and our advisors can help you choose options that align with your financial goals.

Q: Is insurance planning suitable for retirees?

Is insurance planning suitable for retirees? Absolutely. Insurance planning ensures retirees have financial security and can cover unexpected expenses or leave a legacy for loved ones. Our experts can tailor solutions for your retirement needs.

Q: What sets your Melbourne insurance planning apart?

What sets your Melbourne insurance planning apart? Our Melbourne team focuses on personalisation, adaptability, and cost-efficiency. We provide tailored solutions, adapt as your life changes, and strive to maximise your coverage while minimising costs. Your financial security is our top priority.

At Freedom Financial Planning in Melbourne, we understand that life is unpredictable. That's why we offer expert insurance planning to ensure you're prepared for whatever comes your way.

Tailored Coverage for Your Requirements
Expert Guidance for Financial Security
Maximised Coverage, Minimised Costs
Adapts to Life's Changing Circumstances

Navigate Towards a Secure Future with Comprehensive Insurance Planning Services

Insurance planning is a pivotal aspect of financial planning, providing a safety net that ensures that you and your loved ones are protected against unforeseen events, providing financial stability and peace of mind.

Are you ready to take control of your financial future? Our Melbourne-based insurance planning experts at Freedom Financial Planning are here to guide you every step of the way. With tailored coverage solutions, expert advice, and a commitment to your peace of mind, we're your partners in securing what matters most.

family on beach happy with their insurance plan

Tailored Insurance Solutions for Your Peace of Mind

At Freedom Financial Planning, we specialise in delivering peace of mind through meticulously tailored insurance solutions. Our team in Melbourne understands that one size doesn't fit all when it comes to insurance. That's why we offer personalised coverage, adapting to your unique needs and circumstances.

Our benefits extend beyond the financial realm. With us, you gain confidence knowing you're protected from life's uncertainties.

We meticulously assess risks, provide cost-efficient options, and ensure ongoing support. Our adaptability to your life changes ensures your insurance evolves as your needs do.

Count on our responsive customer support for any questions or claims. Your security is our priority. Discover the assurance of insurance planning done right with Freedom Financial Planning.

Ensuring Your Peace of Mind with Strategic Insurance Planning

Choosing the right insurance planning service can make all the difference in your financial well-being. Discover why clients across Melbourne trust us for their insurance needs.

Embark on a journey towards a secure and stable future with Freedom Financial Planning, where we guide you through the intricacies of insurance planning, ensuring that you and your loved ones are safeguarded against life’s uncertainties.

Professional Insurance Planning Services In Melbourne

Our Melbourne-based insurance planning service is your dedicated partner in securing your financial future. We go beyond traditional insurance by offering a comprehensive approach that caters to your specific needs.

Our services encompass in-depth risk assessment, personalised policy selection, and regular reviews to ensure your coverage stays in sync with your life's changes.

We work diligently to maximise your coverage while minimising costs putting your financial interests first.

Whether you're an individual seeking family protection or a business owner in need of comprehensive coverage, we have the expertise to craft the perfect insurance strategy. Contact us today to embark on a journey towards financial security with a team that's committed to your unique needs.

freedom financial planning family retirementt 48

Client Testimonials

Freedom Financial Planning

4.9

Based on 38 reviews

See all reviews

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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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

When it comes to insurance planning in Melbourne, choose Freedom Financial Planning for our expertise, commitment to clients, and track record of success.

Frequently Asked Questions About Insurance Planning

How often should I review my insurance plan?

How often should I review my insurance plan?

It's wise to review your insurance plan annually or when significant life changes occur, like marriage, birth, or job changes. Regular reviews help ensure your coverage remains aligned with your evolving needs.

What's the difference between life and income protection insurance?

What's the difference between life and income protection insurance?

Life insurance provides a lump sum benefit to your beneficiaries upon your passing, while income protection insurance offers ongoing payments if you cannot work due to illness or injury.

Can insurance planning help with tax optimisation?

Can insurance planning help with tax optimisation?

Yes, insurance planning can be a tax-efficient strategy. Some policies offer tax benefits, and our advisors can help you choose options that align with your financial goals.

Is insurance planning suitable for retirees?

Is insurance planning suitable for retirees?

Absolutely. Insurance planning ensures retirees have financial security and can cover unexpected expenses or leave a legacy for loved ones. Our experts can tailor solutions for your retirement needs.

What sets your Melbourne insurance planning apart?

What sets your Melbourne insurance planning apart?

Our Melbourne team focuses on personalisation, adaptability, and cost-efficiency. We provide tailored solutions, adapt as your life changes, and strive to maximise your coverage while minimising costs. Your financial security is our top priority.

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!