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.
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.
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.
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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.
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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.
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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.
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