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
- Master trust products
- Geared products