At Freedom Finance Australia, we use our consultations to establish a clear picture of your current financial situation and future goals. We review any existing investments you may have and determine whether they are suited to your needs and objectives.
Where appropriate we will make recommendations designed to enhance your financial future while carefully assessing your tolerance to risk.
Our utmost priority is to ensure you understand your investments and are comfortable with your financial strategy and portfolio allocation. We will help grow your assets and protect your wealth whatever the size.
Will you have enough for retirement?
In our experience a person retiring today will need well over a $1,000,000 in invested assets for a comfortable retirement.
Depending on your circumstances we can recommend some simple strategies that could make all the difference to your comfort and security in retirement.
Protect your most valuable asset
DID YOU KNOW: In 2009, the risk of developing cancer before the age of 85 years was 1 in 2 for men and 1 in 3 for women*.
If you had to stop work today, how would you and your family cope?
We can help develop a protection plan for you and your family.
Insurance we specialise in include:
- Total and Permanent Disability (TPD)
- Income Protection
- Child Cover
- Business Expense
- Key Man
*(Australian Institute of Health and Welfare & Australasian Association of Cancer Registries 2012. Cancer in Australia: an overview, 2012. Cancer series no. 74. Cat. no. CAN 70. Canberra: AIHW.)
There is no such thing as a ‘one size fits all’ approach.
We can provide advice on tax effective investment strategies, asset structuring, portfolio construction, gearing and cash flow management. Our advice is tailored to meet your individual goals and needs. We focus on diversification to help you achieve a smoother, more consistent investment return over time.
When investing, the consideration of timeframes and cash flow needs is important; you may need to think years, not days.
For general advice disclaimer click here.