FREEDOM WEALTH SERVICES

A little more about you

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    Step 1

    A little more about you

    First Name*
    Middle Name*
    Last Name*
    Gender*
    MaleFemaleOther
    Date of Birth*
    Marital Status*
    SingleMarriedOther
    Residential Status*
    ResidentNon-Resident
    Tax File Number*
    Step 2

    What is on your mind?

    Pay off my houseSave more money for investmentManage my expensesTax reduction/managementRetirement planningSuperannuation adviceInvesment advice (shares/managed funds)Buy an investment propertyInsurance for myself/my famillyOther (please provide further information below)
    Step 3

    As a Financial Adviser, people are always asking me the same questions; - When can I retire? - Will I have enough to retire? - How much will I need to retire? - Brett Newbound - Head of Financial Advice at Freedom Wealth Services

    Step 4

    Your contact details

    Street Address*
    Address Line 2*
    City*
    State / Province / Region*
    ZIP / Postal Code*
    Country*
    Home Phone*
    Mobile Phone*
    Email*
    Step 5

    Children/Dependents

    Name (or initials)*
    Age*
    Age*
    Fianancially Dependent?*
    YesNo
    Name (or initials)*
    Age*
    Fianancially Dependent?*
    YesNo
    Consent*
    I agree to the privacy policy.

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    Awareness is key! Get a free wealth check now!

    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.

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