About Us

Why did you start Freedom Financial Planning?

Freedom Financial Planning began out of the desire of three finance professionals to provide high quality, ongoing financial advice for the long term. We wanted to move the financial planning focus away from selling products to forming ongoing relationships with people who need our advice and assistance over the long term.

What do you offer your clients?

Two things: Advice and Products. Along the way, though, we develop a friendly, long term relationship where people feel they can ring up their financial planner at any time, even if it's just to ask a question.

We make sure that every financial adviser only has a limited number of clients, to make sure they're always available to help when needed.

We give advice about:

  • Guidance on budgeting
  • Savings and wealth creation strategies
  • Investment planning
  • Superannuation planning
  • Retirement planning
  • Risk and insurance analysis
  • Estate planning considerations
  • Centrelink planning
  • Salary packaging advice
  • Business succession planning

We offer these products:

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

All information and advice is for the private use of the person to whom it is provided. Freedom Financial Planning Authorised Representative provides you with advisory services in accordance with the disclosures in the Financial Services Guide.

Freedom Financial Planning Pty Ltd ACN 105 923 117 is an Authorised Representative of Apogee Financial Planning Limited , ABN 28 056 426 932, an Australian Financial Services Licensee with its registered office at 105-113 Miller Street, North Sydney, NSW, 2060

Suite 29, 270 Ferntree Gully Road, Notting Hill VIC 3168

Telephone: 03 9542 3200e-mail: info@freedomfinancialplanning.com.au
Facsimile: 03 9542 3299

You don't have to be great to start, but you have to start to be great.

Zig Ziglar

Coming together is a beginning; keeping together is progress; working together is success.

Henry Ford

You must be the change you want to see in the world.

Mahatma Gandhi

Where there is no vision, the people perish.

Proverbs 29:18

The only thing to do with good advice is to pass it on. It is never of any use to oneself.

Oscar Wilde