ADVICE SERVICES

Investment Planning & Management

Grow Your Investments

Grow your wealth by making sound investment decisions. We can ensure that your decisions are well-informed through our proactive advice, and even manage your investments for you.

Our investment planning and management service covers the following areas:

  • Guaranteed funds
  • Shares
  • Investment planning
  • Investing outside of super
  • Property investment
  • Other Investment Types

Understanding the risks and rewards of each investment type is key to building an optimal investment portfolio that is in line with your goals. Get in touch with us today and let us teach you how to become a wiser investor.

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How it Works

Our process to help you get the most out of your investment decisions

  1. Your Free Wealth Check- Once you see your assets, liabilities, expenses, and income sources laid out, we can start working with you to help you discover the strategies that would be the most profitable for you.
  2. Create Your Personalised Goals- You need to be comfortable with the plan moving forward. That is why we make it your plan, not a cookie-cutter formula or a “plan that has worked for many clients.” With your goals in mind, we will work out a timeline to help guide you from where you are to where you can see yourself in the future.
  3. Work Through the Process- At Freedom Wealth, we do not leave you stranded after sorting your goals. Our advisors and interactive wealth tools are available to help you on your financial journey.
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Why Choose Freedom Wealth Services

Since 2017, Freedom Wealth Services has operated with the singular goal of meeting our clients’ needs. Our interests are not divided. We are self-licensed and not affiliated with the big banks or tied to any product or product issuer. This allows us to work across a number of channels in order to find the financial products that will help you achieve your goals. Because of our customers’ first policy, our clients see significant progress in moving towards their goals.

Part of our commitment to our customers is our promise always to listen first. By getting to know you and understanding your dreams and vision for your future, we can set long-term and short-term plans to ensure you achieve what you seek.

At Freedom Wealth Services, we maintain flexibility. Our clients can choose our level of involvement, whether on standby for tricky decisions, as your source for comprehensive financial management or for one-off assistance. We are here for you.

Our experience and track record speak for themselves, as we have helped hundreds of clients achieve financial freedom and peace of mind.

About Us

Testimonials

We provide highly personalised financial services to individuals looking to be confident that the expert advice you receive is free from external influences, provided with your goals and best interests first. Read testimonials from previous clients.

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“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. ”

Rebecca J

“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.”

Mikkie M

“Freedom Wealth listened to my life goals and made it easy for me to see how to take steps in the right direction”

Anna M

"I’m glad Freedom Wealth Services are available whenever I need help. If you need a good financial adviser, I’d absolutely recommend FWS."

Shelley F

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FAQs

Here at Freedom Wealth Services, we are a holistic and client-centred organisation. Our focus is on offering exemplary and individualised wealth management. We distinguish ourselves from typical financial planners by providing our clients with more than recommendations and a few tips.

We have chosen to be affiliated with The Association of Independently Owned Financial Professionals. We proudly sustain this membership as being members of this body helps to ensure we have accountability for our status as a self-licensed fee for service advisory.

At Freedom Wealth Services, we operate as a fee-for-service advisory. Our fees are calculated based on individual clients’ requirements. So, we do not charge a standard fee. We maintain transparent pricing and keep our fees to a minimum.

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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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