Freedom Strategy Management | Our Services | Retirement Planning

Our Goal

Most Australians are unable to maintain their desired lifestyles in retirement and most don’t really know how to. It is important for every day Australians to set a financial plan to be able to achieve their retirement goals. We all want a better life for ourselves and our families. Our network is committed to developing realistic, long term, tax effective strategies to help structure a retirement savings plan that’s right for you.

With some guidance, we can help you improve and protect your financial situation by planning a stress-free financial journey — to retirement, and beyond!

It is possible to retire comfortable and continue living the lifestyle that you desire. However, unfortunately not many Australians have serious thought about retirement and what they would actually need to retire comfortably.

See what our clients have to say

and start your journey to financial freedom today

testimonials

If you haven’t thought about retirement, you should consider the following:

  • Will the age pension be enough, if you had to rely on it?
  • Will you be able to live the lifestyle you want —travel, recreation, entertainment — and how much money do you need to fund it?
  • What steps have you considered taking now to ensure you will have enough for retirement?
  • Will you be able to retire whenever you want — or like most, do you have to keep working?
  • How long will your retirement funds last?

Your Retirement Strategy

Knowing the answers to these questions can help you implement the correct retirement strategies that will help you get ready for retirement.

With increasing life expectancy and superannuation returns not always meeting expectations in recent years, having the right retirement strategy in place is crucial for getting the lifestyle you want in retirement.

Are you ready to get started?

Book your FREE Information Session today!

book appointment

Our Services

These are the areas we can help you.

Tax Minimisation

We have a specialised network of tax experts who will assist you in understanding all of your tax entitlements and ensure you know your numbers are in order to maximise every claim.

Read More

Mortgage & Debt Reduction

By being smart about your finances and the way you pay your debts, you can save thousands of dollars in interest and become debt free in a much shorter time.

Read More

Retirement Planning

Having the right retirement strategy in place can ensure that you can maintain your current lifestyle in retirement and not have to rely on the government pension in your so-called Golden Years.

Read More

Money Management

A viable money management strategy that suits your individual needs can help you pay off your credit cards faster, consolidate debt, reduce your mortgage, or even save for your next holiday.

Read More

Finance & Home Lending

Securing the right home loan which takes into account your personal circumstances will allow you to establish a solid foundation for a successful property investment strategy.

Read More

Property Investment

Property is the investment of choice for many Australians, and the right strategy will take into account your personal circumstances and ensure you can comfortably build a portfolio that provides a long term residual income.

Read More

Accounting

Our affiliated accountants and tax specialists are experts in ensuring your legal compliance, and will continually update you on changes to tax, super and financial reporting to ensure we accurately identify what you can claim.

Read More

Financial Planning

Our affiliated Financial Planners and Superannuation experts are focused on tailoring a plan that takes into account your current financial position and a roadmap for achieving your desired financial goals by retirement age.

Read More

Darren & Marie

Client Testimonial

Emmanuel

Client Testimonial

Maria & Tim

Client Testimonial

Matt & Lauren

Client Testimonial

Fiona

Client Testimonial

David

Client Testimonial