Financial Services Mornington Peninsula

Welcome to Freedom Wealth Solutions—Financial Services on the Mornington Peninsula


Retirement Financial Services

With thorough planning and advice, we strive to help you achieve the retirement lifestyle you’ve always wanted. Our financial advisors can help you set goals and manage your resources.

Do you plan on travelling during your retirement? Hoping to spend more time with family? We’re here to help you articulate your goals and plan for your ideal retirement lifestyle.

Though we all hope to maintain good health as long as possible, planning for your aged care requirements is a smart move. We can explain your options and help you put the necessary arrangements in place.

Wealth Financial Services

If you need assistance building an investment portfolio or want to discuss wealth creation strategies, our financial advisors can help. We offer a range of services to help you achieve your financial and lifestyle goals.

Safeguard your assets and plan for the future with a tailored wealth protection solution. Our professionals will work closely with you to secure your home, superannuation, investments and business.

From cash flow management to tax planning, we personalise wealth management solutions to suit your circumstances. Our advisors can continually monitor your plan to make sure you stay on track.

Other Financial Services

Our qualified financial planners will work to understand your goals and devise a strategy to help you achieve them. We also have online calculator tools to help you get started.

A healthy superannuation fund is a key contributor to a comfortable retirement. We provide advice to help you choose a fund that suits your needs, while making the most of incentives and managing tax obligations.

We offer advice to help you select a personal insurance policy. The right cover could give you peace of mind and protect your family in the event of an unexpected illness, injury or death.

Make sure your last wishes are honoured with effective estate planning. We can liaise with solicitors as required, helping you to develop and implement an estate plan, trusts, power of attorney and more.

finance services mornington

Long-Term, Holistic Financial Service Advice

At Freedom Wealth Solutions, our qualified financial planners are passionate about helping you achieve your financial goals. We are committed to providing clear advice and we pride ourselves on our integrity and professional standards. From financial planning to superannuation, retirement planning, wealth creation and estate planning, we offer a range of holistic financial services. We are based in Mornington and operate throughout the Mornington Peninsula, Frankston, Rosebud, Gippsland, Melbourne and surrounds.

Pre & Post Retirement Financial Services

When it comes to retirement, a clear plan can help give you and your family peace of mind. And what’s more, the right advice can allow you to make the most of this stage of your life! At Freedom Wealth Solutions, we offer a range of services to assist you in pre- and post-retirement planning. From deciding what retirement lifestyle you’d like, through to exploring aged care options and diversifying your income streams, we can help you make all the appropriate arrangements.

Our Goal is Your Financial Freedom

Your Pathway to Financial Freedom

Taking control of your financial future can seem daunting, but it doesn't have to be. A good place to start is by seeking professional advice from our team at Freedom Wealth Solutions. We can help you assess your current financial situation, identify your aims and objectives, and develop a plan to help you achieve your financial goals. We are Corporate Authorised Representative of RI Advice Group Pty Ltd and our senior financial advisors are members of the Association of Financial Advisors, holding the Fellow Chartered Financial Planning (FChFP) designation. Call us to book a consultation today.

Financial Services Mornington Peninsula FAQs

  • What financial planning services do you offer?

    At Freedom Wealth Solutions, we offer a range of financial planning services, including retirement planning, wealth creation, wealth protection, wealth management, personal insurance, estate planning, superannuation advice and more. Our experienced financial advisors can help you set and achieve your financial goals.

  • How do I know if I need financial planning advice?

    Financial planning advice can be beneficial for anyone who wants to take control of their financial future. Whether you're planning for retirement, starting a business, or looking to grow your wealth, our financial advisors can help you assess your current financial situation, identify your aims and objectives and develop a plan to achieve your financial goals.

  • Can you help me with retirement planning?

    Yes, we offer retirement planning services to help you achieve the retirement lifestyle you've always wanted. Our financial advisors can help you set retirement goals, manage your resources and plan for your ideal retirement lifestyle. With our retirement planning services, we can help you achieve the secure future you dream of. Contact us today to discuss how we can help you plan for a successful retirement.

  • What is wealth creation?

    Wealth creation refers to the process of building and growing wealth over time through investment strategies and financial planning. Our financial advisors can help you develop a tailored investment portfolio and provide guidance on wealth creation strategies. By taking advantage of these strategies, you can create lasting financial stability and security for yourself and your family. Contact us today to learn more about our wealth creation services.

  • What is wealth protection?

    Wealth protection involves safeguarding your assets and planning through tailored solutions such as insurance policies, legal agreements and tax planning. Our financial advisors can work closely with you to secure your home, investments and business and help you plan for the unexpected. By taking a proactive approach to wealth protection, you can ensure your assets are secure and that you have the right plans in place should the unexpected happen. Contact us today to learn more about our wealth protection services.

  • How can I make the most of my superannuation?

    Superannuation is an essential component of a comfortable retirement. Our financial advisors can help you choose a management method that suits your needs, while making the most of incentives and managing tax obligations. We can provide expert advice on how to maximise your superannuation contributions and investments.

  • What is estate planning?

    Estate planning involves the preparation and management of an individual's assets in the event of their death or incapacity. Our financial advisors can help you develop and implement an estate plan that honours your last wishes, including trusts, power of attorney and more.

  • What qualifications do your financial advisors have?

    Our senior financial advisors hold the Fellow Chartered Financial Planning (FChFP) designation and are members of the Association of Financial Advisors. We are a Corporate Authorised Representative of RI Advice Group Pty Ltd, a leading provider of financial advice in Australia.

  • What areas do you service?

    We are based in Mornington and offer our financial planning services throughout the Mornington Peninsula, Gippsland, Melbourne and surrounding areas. If you are unsure whether we service your area, please get in touch with us and we will be happy to assist you.

  • How can I book a consultation with one of your financial advisors?

    You can book a consultation with one of our experienced financial advisors by calling James on (03) 5916 1164 or by filling out our contact form. We look forward to hearing from you and helping you achieve your financial goals.

Enquire Now
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Testimonials

  • Testimonial 1

    "James is a very genuine person who cares about people and wants to help. I trust and recommend James."


    - Alisa J.

  • Testimonial 2

    Great to find an advisor who demonstrated genuine care about investment behaviour rather than purely focusing on investment performance. In doing so, long term investment performance will come. Great to have a holistic approach to meeting my financial needs. Thanks James!


    -Gav W.

  • Testimonial 3

    Honest experienced and trustworthy something hard to find these days I have known James marsh to be helpful in solving problems a lot of find hard to understand as we get older  recommend


    -Lizi H.

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  • Testimonial 4

    Highly professional customised financial needs to meet my needs now and into the future...perfect and very progressive approach! Thank you


    -Gavin W.

  • Testimonial 5

    After going through several institutional Financial Planners we were so happy to have found James. He understands us and only has our interests at heart


    — Liz and Richard H.

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  • Testimonial 6

    After meeting James 4 years ago, he has managed our financial requirements. Due to his financial expertise, I was able to retire 3 years ago. 3 years earlier than I originally planned.


    — Colin and Rosemary

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