Look Out For Your Future
Making the appropriate arrangements with your finances can be crucial in your retirement outcome. At Freedom Wealth Solutions in Frankston, we are dedicated to doing all we can to put you in good stead for your future. We pride ourselves on our integrity, professional standards and commitment to providing clear advice.
At Freedom Wealth Solutions, we provide assistance with:
- Financial planning
- Retirement planning
- Lifestyle planning
- Estate planning
- Superannuation
- Personal insurance
- Wealth creation
- Wealth protection
- Wealth management
From Olivers Hill Lookout to Ballam Park Homestead and everywhere in between, we’re the team to call for financial issues in Frankston.
Book a consultation with our team today on (03) 5916 1164 to access our comprehensive financial services.
Comprehensive Financial Planning
Client-Focused Advice
Experienced Local Advisors
Retirement Financial Services
Planning
Our top priority is to assist you in realising the retirement lifestyle you have always dreamed of through comprehensive planning and expert advice. Work with our team of financial advisors in Frankston to establish your retirement objectives and make the most of your resources.
Lifestyle
Are you looking forward to travelling or spending more quality time with your family during retirement? We're here to guide you in defining your objectives and devising a plan to achieve your ideal retirement
lifestyle in Frankston with ease and confidence.
Wealth Financial Services
Wealth Creation
Our financial advisors are here to assist you in constructing an investment portfolio that aligns with your financial goals and objectives in Frankston. Whether you're seeking to create wealth or enhance your lifestyle, we offer a comprehensive range of services to help you achieve your aspirations.
Wealth Protection
Your assets are important – safeguarding them should be a top priority. We can assist you in creating a customised wealth protection plan that covers your home, superannuation, investments and business in Frankston.
Wealth Management
Everyone's financial situation is unique. That's why we offer personalised wealth management solutions tailored to your specific circumstances. Our Frankston advisors can help you with everything from cash flow management to tax planning.
Other Financial Services
Financial Planning
We’re dedicated to understanding your financial goals and developing a strategy that's tailored to your needs. We'll work with you to identify your objectives and create a plan that helps you achieve them in Frankston.
Superannuation
A healthy superannuation fund is crucial in achieving a comfortable retirement. That's why we offer expert advice in Frankston to help you choose a fund that's tailored to your needs while maximising incentives and managing tax obligations.
Personal Insurance
Choosing the right personal insurance policy is an important decision that can give you and your family peace of mind. At our Frankston firm, we offer expert advice to help you select a policy that's tailored to your needs and provides the right level of cover in the event of an unexpected illness, injury or death.
Estate Planning
Ensuring your last wishes are honoured is an important part of planning for the future. Our Frankston team can help you develop and implement an effective estate plan including trusts, power of attorney and more.
Book A Consultation
Speak with our experienced team about your financial goals. Complete the form below, and we will contact you to arrange a consultation.
Contact Us
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Frequently Asked Questions
When should I start planning for retirement?
You should start planning for retirement as early as possible, ideally in your 20s or 30s, to give yourself enough time to save and invest for a comfortable retirement.
How much money do I need to save for retirement?
The amount you need to save for retirement depends on your lifestyle, retirement goals and expected expenses. A financial advisor can help you estimate the amount you need to save based on your individual circumstances.
How can I maximise my retirement savings?
You can maximise your retirement savings by contributing the maximum amount allowed by your retirement plan, investing in a diversified portfolio and taking advantage of any employer matching contributions.
What happens to my retirement savings if I pass away before retiring?
Your retirement savings will typically pass on to your designated beneficiaries or estate if you pass away before retiring.
