Our Process

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.

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.

Empowering Your Financial Journey

Embarking on a financial journey with Freedom Financial Planning is a seamless and enlightening experience. We understand that delving into the financial future can seem daunting, but our approach is designed to make it as straightforward and stress-free as possible for you. Our process is not just simple; it’s powerful, putting you in control of your financial destiny.

At Freedom Financial Planning, located in the serene locale of Notting Hill, Melbourne, we have been crafting personalized financial advice and building enduring relationships with our clients since 2003. Our experienced and dedicated team is here to offer comprehensive services, including retirement planning, investment strategies, estate planning, and much more, all tailored to your unique needs and aspirations.

Simple & Rewarding Steps with Us

Our commitment to advice excellence means that we are not just providing services; we empower you to navigate your financial journey confidently and achieve the financial freedom you deserve. We are here to guide you every step of the way, ensuring that your experience with us is smooth, enlightening, and rewarding.

So, step into a world where financial planning is synonymous with simplicity and empowerment. Let’s embark on this journey together and build a financially secure and prosperous future.

Our Services

  • Cash management trusts
  • Direct fixed interest
  • Retail & wholesale managed investment schemes
  • Direct shares
  • Socially responsible investments
  • Hedge funds
  • Agribusiness
  • Master trust products
  • Geared products

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!

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