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.

OUR COMPANY

PETER CHILDE-FREEMAN

PRINCIPAL ADVISER
ADFS (FP) FAFA

RACHEL CLARKE

ADMINISTRATION MANAGER


INSIGHTS
LATEST NEWS
AND MORE

YOUR FIRST FINANCIAL CRISIS?

How mindfulness can help in such a stressful situation

OUR COMMITMENT

MARCH ECONOMIC UPDATE

An update regarding coronavirus & important reminders with regards to the current economic climate.

READY TO TAKE CONTROL OF YOUR FUTURE?

Peter Freeman

PRINCIPAL ADVISER, ADFS (FP) FAFA

Peter was the co-founder of Plenitude Financial Services, which then merged with Integral Private Wealth in September 2017. Peter has now moved into a new direction and operates under his new business, Freeman Financial Group.

With over 15 years industry experience, Peter continues to follow his passion, sharing his knowledge relating to wealth principles with professionals, business owners and their families.

His relationship and rapport with clients as well as his staff are a true indication of his integrity and outstanding service.

Peter’s ability to communicate clearly and succinctly enables a smooth and easy experience. Pete is a dedicated family man and values making connections with people who are like-minded.

FINANCIAL SERVICES GUIDE
ADVISER PROFILE

Michelle Kendall

PRACTICE MANAGER, ADFP

Michelle is a professional, compassionate and knowledgeable individual who is responsible for the overall operations, development and success of our financial planning practice. In this important role, Michelle acts as an information resource and manager to clients, the general public, and staff ensuring they all have the necessary support.

Michelle has been in the Financial Planning industry for over 10 years and has extensive knowledge in such services.

She possesses extensive qualifications and credentials in Financial Planning and is also obtaining qualifications in other areas such as Law.

Such a pleasure to work with, Michelle is a valued and integral member of our team at Freeman Financial Group.

Therese Cassar

CLIENT SERVICE COORDINATOR, JP (QUAL)

You may have had the pleasure of speaking to Therese on the phone. Her role as Client Services Coordinator and Head of Marketing ensures that clients are attended to in a timely and professional manner.

Her previous experiences have enabled her creative ability to flow through when taking on responsibilities for Marketing and Communications of the business.

As Client Services Coordinator, Therese assists and oversees client communications and inquiries whilst working alongside her colleagues Peter and Michelle.

Therese thoroughly enjoys working in a team environment and is eager to be of assistance wherever required.

PROFIT

Experiencing some pain in your business?

Let us help you find a cure!

Running a business is challenging; we have all experienced the highs and lows.  To help you build a great business we look at your whole business not just the numbers.

Our Better Business Program analyses your key risk and value drivers so you can quickly address any problems and identify areas to improve performance.

What’s keeping you awake at night…

Sales Growth
Profitability
Cashflow

Complete our Risk Survey to find out what to focus on to de-risk your business.

CASHFLOW

Do you know what your business is really worth?

8 in 10 SMEs don’t know nor are they aware they have a value gap risk!

A value gap is the difference between what your business is worth today and what you need it to be worth to achieve financial independence.

We offer a range of business valuation services to determine the true value of your business and pinpoint areas for value improvement.

Industry Valuation Benchmarks
Business Advisory Valuations
Value Improvement Solutions
Formal Business Valuations

Complete our Business Valuation Survey to learn more about factors that influence your business value.

Special Feature
Your Scorecard includes an Industry Benchmarking Value Analysis.

VALUATION

Is your business a major source of income & wealth?

If it is, let us be your sounding board to help you optimise the value of your business!

After making it through the pains of growing your sales, profit and cash flow, the good news is, you have created value in your business.

Our Board of Advice Program enables you to take your business to the next level by accessing independent advice so you can continue to protect, grow and transition the value of your business.

Time to appoint your Board of Advice?

Complete our Board of Advice Program Survey to assess future value improvement strategies.

Level 9
The Wyndham Building
1 Corporate Court
Bundall Qld 4217

©2019 Freeman Financial Group   Site by OneNine

PCF WEALTH PTY LTD ABN 58 621 314 565
FREEMAN FINANCIAL GROUP IS A CORPORATE AUTHORISED REPRESENTATIVE (CAR), NUMBER 001259528 OF SIRA GROUP PTY LTD (SIRA GROUP) ABN 15 106 922 641 WHICH IS AN AUSTRALIAN FINANCIAL SERVICES LICENSEE (AFSL), NUMBER 278423.

    READY TO TAKE CONTROL OF YOUR FUTURE?

    CALL 1300 720 696 OR MESSAGE US