In understanding our clients values we deliver real results

FREEMAN FINANCIAL GROUP

We understand every client’s situation and circumstances before providing strategies and recommendations to build on your long-term financial aspirations and goals. Our first priority for our clients is building wealth strategies. We provide our clients with a wide range of investment options whilst working closely with them to ensure confidence in our approach. With this in mind, our strategies can be adjusted to accommodate changes in various circumstances as well as economic climates.
We deliver strategic advice and proven wealth management on the following key issues:

Wealth Management
Asset Protection
Retirement Planning
Cash Flow
Superannuation
Insurance

HOLISTIC FINANCIAL ADVICE IN ALIGNMENT WITH YOUR GOALS

At Freeman Financial Group our aim is to empower you to understand how to make your money work best for you and reach your full potential, accomplish your financial goals and aspirations.

We understand that financial advice isn’t necessarily all about investments. Our team thrive on working with clients to lead and develop strategies to achieve such goals set based on your vision for your future.

Our approach lets you take control of your financial future over a tailored long-term plan that is comprehensive to your needs and requirements.

When meeting for your initial appointment with Peter, such questions will be addressed:

  • Are you living in alignment to the life you want?
  • Are your finances in order, or are you spending too much… or could you be  allocating your surplus in a smarter, more effective way?
  • Do you have enough savings to achieve your financial or retirement goals?
    If either you or your partner became ill, how would you provide an income?
  • Is there a strategy that can be implemented to accumulate more assets, more  efficiently, prior to and in retirement?

 

At Freeman Financial Group, we provide holistic financial advice when working in conjunction with your accountants, solicitors and financial institutions to ensure your chosen experts are working in coordination and in alignment for you.

GETTING YOUR HOUSE IN ORDER

COUNTDOWN TO RETIREMENT

When you’re counting down to retirement, the number one question you need to ask yourself is: How much do I need in retirement?

To help my clients work this out, there a few key questions I like to ask. These are the foundation for working out exactly how much money you need to retire in order to maintain the lifestyle you desire.

LIVE THE LIFESTYLE YOU WANT

RETIRING IN STYLE

When we look at retiring in style, one of the things we do is take a look at the How Long Calculator.

We look at how much money you’ve accumulated and then simply calculate how long that money will last.

There’s always things happening in the market, the economy, and the world in general, so you need to make sure you’ve got a really good reserves strategy. That’s what I call a solid investment methodology.

When looking to retire in style, I work with my clients to ensure that they can…

Our Team

Peter Childe-Freeman Financial Principal Adviser

Peter Childe-Freeman

Managing Director / Lead Advisor

Isaac Devine - Freeman Financial(3)

Isaac Devine

Advisor

Emma McLucas - Freeman Financial (1)

Emma McLucas

Senior Paraplanner

Lynda Ratcliffe-Grant - Freeman Financial

Lynda Ratcliffe-Grant

Administration Specialist 

FREEMAN FINANCIAL ROADMAP

What our clients say about us...

Ready to take control of your future?