Wealth Management

Advice for Wealth Management on the Mornington Peninsula

Keeping Your Finances on Track

At Freedom Wealth Solutions, we understand that wealth management is about more than just money—it's about achieving your goals and living the life you desire. That's why our wealth management services are designed to help you do just that. We work with clients in Melbourne, Gippsland, Frankston, Rosebud and throughout the Mornington Peninsula.

Our qualified advisors manage client wealth across generations. We can work with you to create a personalised wealth management plan that takes into account your unique circumstances, aims and risk tolerance. Our professionals then implement that plan using a variety of strategies and tools—including investments, insurance, taxation and estate planning. And we continually monitor and review your plan to make sure it's on track.


Contact Freedom Wealth Solutions today to learn more about wealth management, creation and protection.

Wealth Management Strategies

When it comes to wealth management, our advisors will always tailor advice to your unique circumstances. Here are a few commonly used strategies we often suggest:


  • Cash flow management: Creating a budget & sticking to it in order to make the most of your money
  • Diversified investment strategies: Spreading your money across different types of investments, so that you're not putting all your eggs in one basket
  • Superannuation & asset protection: Managing your superannuation & other assets so they're protected from things like inflation & market fluctuations
  • Tax planning: This involves minimising the amount of tax you pay on your investments
  • Estate planning: This involves making plans for what will happen to your wealth when you're no longer around


If you're not sure which wealth management strategy is right for you, our advisors can help. We'll take the time to understand your unique circumstances and make recommendations accordingly. Contact us today to learn more.

Frequently Asked Questions

  • How does cash flow management benefit my finances?

    Cash flow management is all about making the most of your money. By creating a budget and sticking to it, you'll be able to make informed decisions about where your money goes. This can help you reduce your overall expenses, freeing up more money to save or invest.

  • What are some common tax planning strategies?

    There are a number of different tax planning strategies that our advisors often suggest. These include things like investing in tax-effective investments, using salary sacrificing to reduce your taxable income and making use of tax offsets and deductions.

  • What is succession planning?

    Succession planning is all about making sure your wealth is passed on to your loved ones according to your wishes. This can involve things like writing a will, setting up trusts and making provisions for your superannuation.

  • How can I use my superannuation for better wealth management?

    Your superannuation can be a powerful tool for wealth management. By carefully managing your super, you can minimise the amount of tax you pay on your investments and make sure your money is there for you when you retire.

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Our Goal is Your Financial Freedom

Our Goal is Your Financial Freedom

How We Can Help

Wealth management is a complex process that requires a wealth of financial knowledge to be carried out correctly. If you're not sure what you're doing, you could end up making costly mistakes. That's why we always recommend working with a professional wealth manager. At Freedom Wealth Solutions, our advisors have the training to help you make the most of your money.


Our financial advisors can provide educated advice and guidance, helping you leverage your available resources. We can also help you keep on track with your financial goals, providing support and motivation when needed. If you have any queries, or would like to book a confidential consultation, please don’t hesitate to call.

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