Strategic Tax-Planning Advice in Melbourne

Q: What does the process of your tax-planning advice involve?

What does the process of your tax-planning advice involve? Our process involves a detailed assessment of your financial status, followed by developing tailored strategies to optimise tax structures and maximise benefits. Continuous support and proactive adjustments are provided to navigate the evolving taxation environment, ensuring sustained financial prosperity.

Discover expert tax-planning solutions tailored for individuals and businesses in Melbourne. Navigate the complexities of Australian taxation and achieve financial prosperity with our comprehensive tax planning services.

Optimised Tax Returns, Maximised Refunds
Efficient Salary Sacrifice Arrangements
Strategic Debt Recycling Solutions
Benefit-Maximising Tax Structuring
Maximise Entitlements Utilisation Efficiently

Elevate Your Financial Journey

Embark on a transformative financial journey with our expert tax-planning services in Melbourne! Whether you’re an individual or a business, our tailored solutions are your gateway to maximised benefits and optimised financial growth. Act now! Explore our services and elevate your financial well-being!

couple strategically planning their taxes while drinking wine

Maximise Financial Growth with Optimised Tax Benefits

Experience a world where financial growth and optimised tax solutions coexist. Our services are meticulously designed to offer maximised refunds through optimised tax returns and efficient salary sacrifice arrangements.

We empower you to make the most of your entitlements and ensure your financial structures are tailored to maximise benefits, providing a pathway to enhanced financial prosperity and security in Melbourne’s dynamic economic landscape.

Strategic Tax Planning For Everyone

Whether you are an individual seeking to optimise your income tax or a business exploring GST planning and compliance, our services cater to a diverse range of tax-planning needs, ensuring enhanced financial efficiency and security.

Comprehensive Tax-Planning Advice

Delve into our extensive range of tax-planning solutions, specifically tailored for Melbourne’s individuals and businesses. We specialise in strategic debt recycling and benefit-maximising tax structuring, ensuring your financial arrangements are optimally aligned with your goals.

Our expert team is dedicated to providing detailed, personalised strategies, enabling you to navigate the intricate realms of taxation and achieve financial prosperity through informed strategic decisions.

couple walking on beach happy with their tax planning advice

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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Efficient Tax-Planning Journey

Embark on a seamless journey with our structured tax-planning process in Melbourne. We assess your financial status, formulate personalised, compliant strategies, and offer ongoing support to ensure sustained financial growth and maximised benefits. Explore our efficient approach and secure your financial future.

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

Don’t let the complexities of taxation hinder your financial prosperity. Secure your financial future with our comprehensive tax-planning solutions, designed to navigate the intricate landscape of Australian taxation. Reach out today and step into a world of financial clarity and security!

Frequently Asked Questions

How does your strategic tax planning advice ensure maximised benefits?

How does your strategic tax planning advice ensure maximised benefits?

Our tax-planning service in Melbourne is meticulously designed to identify and leverage opportunities for maximised benefits. By thoroughly analysing your financial landscape, we formulate personalised and compliant strategies that align with your unique financial goals, ensuring optimised tax structures and maximised entitlement utilisation.

What does the process of your tax-planning advice involve?

What does the process of your tax-planning advice involve?

Our process involves a detailed assessment of your financial status, followed by developing tailored strategies to optimise tax structures and maximise benefits. Continuous support and proactive adjustments are provided to navigate the evolving taxation environment, ensuring sustained financial prosperity.

Is your tax-planning service suitable for both individuals and businesses?

Is your tax-planning advice suitable for both individuals and businesses?

Absolutely. Our tax-planning solutions are versatile and tailored to meet the unique needs of individuals and businesses in Melbourne, offering strategic insights and personalised strategies to navigate the complexities of Australian taxation and achieve financial growth.

How does your service help in navigating the complexities of Australian taxation?

How does your service help in navigating the complexities of Australian taxation?

Our expert team in Melbourne specialises in Australian taxation, providing detailed insights and innovative solutions to navigate its intricacies. We ensure absolute compliance with taxation laws while optimising tax structures, enabling individuals and businesses to focus on their financial goals without the burden of taxation complexities.

Can I expect ongoing support and adjustments in the tax-planning strategies provided?

Can I expect ongoing support and adjustments in the tax-planning strategies provided?

Our service includes ongoing support and proactive adjustments to ensure the continued relevance and effectiveness of your tax-planning strategies, allowing you to adapt to the ever-changing financial and taxation landscape and maintain optimal financial health.

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!