Freedom Planning works with you to achieve your financial and lifestyle goals.
We can help.
The steps to get your finances sorted.
Take charge of your retirement fund.
Make a plan.
Maximise your income.
Every client receives a personalised financial planning to suit their circumstances and their life goals.
We’ve listed our most popular services below
As part of our holistic approach, providing you with the best advice, we can extend our services to help you manage your lending needs.
Self-Managed Super Fund
A Self-Managed Super Fund (SMSF) offers greater flexibility and control compared to public offer funds. By establishing your own SMSF, you can also take advantage of the tax-effective superannuation environment. For these reasons, more and more people are attracted to the benefits of managing their own fund.
Freedom Planning offers financial advice around all facets of life and circumstances.
If you’re planning on becoming your own boss, you no doubt already know that a business plan is essential and you’ve probably heard the expression “businesses don’t plan to fail, they fail to plan”.
But what are the other considerations that are going to be just as important to your success?
Investing in Property
We can help you work out how much you can borrow based on current financial commitments.
Although windfalls may be unexpected, if and when they happen, how do you make sure you make the most of them? And, when it comes to inheritance, how do you know if there are any special obligations or considerations that apply?
Planning for Retirement
Here we look at how you can maximise your income in retirement, whether you’re: a long way off retirement close to retirement; or already retired.
If you’re planning on starting a family, we can assist you with ensuring your family are provided for.