When you partner with us, you won’t have to worry about potential conflicts of interest us selling you our employers’ products. We are not owned by the big banks and we are a member of the Association of Independently Owned Financial Professionals. With this, you can be confident that the expert advice you receive is free from external influences, provided with your goals and best interests first.
Association of Independently Owned Financial Professionals
When you walk into a big bank or a major financial services firm associated with a bank, you can expect to be presented with their own products. But how can you be sure that these are indeed the most suitable financial products and advice for you? After all, that’s what they’re getting paid to do.
At Freedom Wealth Services, our focus is YOU. We keep your best interests at heart and provide recommendations according to what you genuinely need to achieve your goals.
Our goal is to create wealth and abundance for our clients, not to sell products for the big banks!
We are a Holistic Provider of Wealth Outcomes
At Freedom Wealth Services, we are dedicated to providing you with an all-inclusive wealth-building service that meets your unique needs.
Here’s How We Can Help You:
Prioritizing high-quality investments; including blue-chip investments and managed funds with ratings from reputable ratings agencies or licensed brokers, our focus on stable, well-established companies helps our clients avoid unnecessary risks and maximize their potential for long-term growth.
Hassle-free setup: We handle the setup for you, so you don’t have to worry about the details.
Regular reporting and updates: We provide timely reporting and updates on your investments so that you can track your progress easily.
Tax management: We take care of all your tax reports and details, and we can even prepare your taxes or provide reports for your existing accountant.
Flexibility: We understand that everyone’s situation is different, so we offer flexibility to meet your individual needs.
Long-term strategy: We believe in a long-term approach to wealth creation. While only a select few like Elon make billions overnight, our strategy is laid out for the long run. So that you can build substantive wealth over time.
Reviewing current circumstances: We review your current financial situation, goals, and objectives to customize our services and recommendations to best suit your needs.
Goals, Fears, and Personal Drivers: We take the time to understand your goals, fears, and personal drivers to tailor our approach to your individual needs.
Income Review: We conduct a thorough review of your income sources.
Expenses/Cash Flow Review and Report: We review your expenses and cash flow to identify areas for improvement.
Strategy Paper: We provide a strategy paper that outlines your current trajectory and where you could be if you follow our advice.
Plan Implementation: If you agree with our strategy, we create a customized plan and implement it for you.
Ongoing Reporting: We set up a dashboard and provide regular reporting to help you track your progress.
Regular Reviews: We regularly review your plan and progress to ensure that it continues to align with your goals and adapt to any changes in your circumstances.
At Freedom Wealth Services, our goal is to help you achieve financial freedom and build wealth for a secure future. Contact us today to schedule a consultation and start your journey towards financial success.
What Does Wealth Creation and Management Look Like?
Whether you need goals-based strategies or comprehensive programs, Freedom Wealth Services can help you through our two main product pathways. Explore our Advice Services and Wealth Programs to determine what is most suitable for you. If you can’t decide — get in touch with us so we can have a chat about your specific needs and goals.
It’s easy for us to tell you how wonderful we are, but that’s not how we roll at Freedom Wealth Services. We believe it’s better if our clients do the talking. Here are what our clients have to say about our service and the results we achieve:
“I have a dream to retire early. Now, after getting advice from Freedom Wealth Services, I have a plan that will help me turn my dream into reality. ”
“Freedom Wealth Services helped me consolidate multiple super accounts into one account at a great fund. Thanks for making something so complicated so easy, Freedom Wealth Services.”
“Freedom Wealth listened to my life goals and made it easy for me to see how to take steps in the right direction”
"I’m glad Freedom Wealth Services are available whenever I need help. If you need a good financial adviser, I’d absolutely recommend FWS."
It’s as Easy as 1, 2, 3…
Wealth planning doesn’t have to be complicated. We simplify the process and do all the legwork so you won’t get overwhelmed. Take the first step to get closer towards your financial goals — get in touch with us today!
Not sure how you’re faring financially? Get a free wealth check now and let’s assess how we can improve your financial situation and discuss what you need to do to achieve your desired financial future.