Freedom Wealth Services is a multi-disciplined wealth planning and advisory firm established in 2017, dedicated to helping clients achieve financial goals and enjoy freedom. As a self-licensed firm not tied to any product issuer, they provide tailored wealth creation strategies based on each client’s unique needs. With a focus on the client’s best interests, they offer services such as wealth creation, taxation planning, retirement advice, home loans, estate planning, and more.
The team at Freedom Wealth Services is committed to empowering clients, ensuring they are confident in their financial decisions and secure in their future. Led by experienced professionals like Brett, Matthew, Marco, and Phil, the firm offers a holistic approach to financial planning. Clients benefit from personalized advice, transparent pricing, and flexible solutions that cater to their individual requirements.
Freedom Wealth Services stands out for its client-centric approach, avoiding conflicts of interest by not selling products for big banks. By focusing on strategy first and products second, they aim to create wealth and abundance for clients. Through a membership with the Association of Independently Owned Financial Professionals, the firm upholds best practice standards and accountability, providing expert advice free from external influences.