Who We Help

Tailored Services for Our Wide Range of Clients

Pre-Retirees: Planning & Investing

It’s never too early to start planning for retirement—the sooner you start putting money aside, the more time it will have to grow. At Freedom Wealth Solutions in Mornington Peninsula, we can help you craft a clear vision of what kind of retirement lifestyle you want to lead. Our advisors can suggest and implement strategies to grow your nest egg, such as thorough investing, choosing the right superannuation fund and tax planning. We can also help you plan for any potential bump in the road, such as an unexpected health event or a change in your employment status. From Frankston to Rosebud and throughout the Mornington Peninsula—we’ve got you covered.

Retirees: Comfort, Lifestyle & Legacy

After years of working hard, your retirement is finally a stage to take some time for you and do things you've always wanted to do. But often, retirees find that they are still worrying about money. Our advisors can help take a closer look at your finances and make sure your money is working for you. We take a weight off your shoulders by using our professional knowledge to manage your finances. And of course, a good retirement plan also takes into account your estate plan to ensure that your money goes where you want it to go. We’re here to make sure you finally start enjoying your retirement worry-free.

Wealth Builders: Dreaming of Your Future

Interested in building your wealth? Whether you’re looking for ways to reduce debt and grow your money for the future, or you’re not sure how to handle competing priorities, our advisors can work with you to help you balance your resources. We can provide advice and guidance on a range of topics, such as how to improve your financial situation, paying off mortgages versus investing in other assets, as well as cash flow management. We can also help you to identify the right superannuation and insurance products for your needs.

Business Owners: Financial Wellbeing & More

As a business owner, you know that it's important to always be thinking about the future of your company. However, it's not always easy to find the time to work on long-term planning when you're busy running the day-to-day operations. That's where we can help. Our financial advisors can evaluate the financial wellbeing of your business, assist with succession planning and other wealth protection strategies. We'll work with you to find opportunities for improvement and help you put a plan in place to protect your business into the future.

Our Goal is Your Financial Freedom

Our Goal is Your Financial Freedom

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