Financial Services

Finances are a key aspect of your everyday life and are interwoven into every choice you make. At Freedom Wealth Services, we can help you take control over your finances and make the decision-making process less daunting. Our team of expert financial advisors have many  years of experience and can help find the right finance advice tailored for you. 

Through our wealth advice services, we can lay out how different decisions can impact your future and help you understand the best route towards getting to your desired endpoint. By providing valuable insights to refine your strategy, we can empower you and give you confidence to progress towards your future.

Work with a wealth adviser you can trust and improve your financial situation without the stress and hassle of doing the hard work.

Whether you have specific investment goals, struggling with managing your debt, thinking about your retirement, or simply want to improve your financial position, Freedom Wealth Services can give you the right advice to untangle the web and set you on the right path. Check out our Wealth Programs as well!

Below are the specific advice services we offer:

Why Use Our Financial Advisors in Melbourne?

Freedom Wealth Services authorises its representatives to provide financial services including financial product advice (general and personal advice) and deal in financial products including:

  • Basic deposit products;
  • Non-basic deposit products;
  • Non-cash payment products;
  • Derivatives;
  • Managed investment schemes, including Investor Directed Portfolio Services (IDPS);
  • Government debentures, stocks or bonds;
  • Securities;
  • Superannuation;
  • Standard margin lending facilities;
  • Retirement savings accounts;
  • Investment life insurance products, including funeral bonds, endowment policies, allocated pensions and annuities; and
  • Life risk insurance products, including term life, total and permanent disability, trauma and income protection.

In addition, we provide a suite of professional services to help structure such matters as Self- Managed Super Funds (SMSF), Trusts and Wills.

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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.

Provisional Financial Advisors

Our Authorised Representatives may supervise a provisional financial advisor completing his or her professional year. If a provisional financial advisor works on your finance advice, his or her supervisor will inform you in writing of matters relating to the provisional financial advisor in accordance with the Corporations Act 2001 (Cth).

A provisional financial adviser’s supervisor is responsible for any personal advice provided by the provisional financial adviser to you.

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