SmartMoney delivers industry-leading financial strategies that help you maximise the use of your money, minimise tax payments and put more cash in your pocket.
Founded in 2003, Freedom Financial Planning has grown steadily over the years, expanding its comprehensive services and client base through a commitment to advice excellence and a focus on building long-term relationships with its clients.
With a team of experienced, dedicated advisers and support staff, the company has built a reputation for providing high-quality advice and personalized service to help clients achieve their financial goals.
Each of the advisers hold a range of professional qualifications and is committed to ongoing professional development to ensure they remain up-to-date with the latest industry standards and best practices. This expertise allows Freedom to offer a wide range of financial planning services, including retirement planning, super and investment management, estate planning, insurance, and tax guidance.
Our client's needs are always put first. We understand that everyone has a unique situation, and as such, we take the time to get to know each client and understand their individual circumstances to ensure they receive a customised financial plan that is tailored to their specific goals and objectives.
Freedom Financial Planning prides itself on its commitment to providing high-quality financial advice and exceptional customer service. The team is passionate about helping clients achieve financial freedom and security, and they are dedicated to building long-term relationships based on trust, integrity, and transparency.
At Freedom, the company's mission is to empower clients to take control of their financial futures by providing them with the knowledge, tools, and support they need to make informed decisions about their money. So, if you are looking for a trusted financial planning partner who can help you achieve your financial goals, look no further than Freedom Financial Planning.
We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges. We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control. Our financial advice process: 1. Understanding your goals - At our first meeting we will discuss your current situation and life goals to understand how financial advice can benefit you. 2. Considering the opportunities and risks- After understanding your circumstances, goals and attitude to risk, we will investigate the range of financial options available to help you reach your goals. 3. Building your financial strategy - Based on our discussions and research we will present you with a customised financial plan that is written in plain English, which will set you on the path to where you want to be. 4. Bringing your plans to life - We will work closely with you to implement your financial strategy step-by-step, so you can have as much control as you like, know where your money is going and why. 5. Staying on track with regular advice - Your strategies will be reviewed annually and you will benefit from our ongoing support and advice. We will stay in touch, ensuring your plan stays up to date as your life changes.