Freedom Planning 92 Pease Street, Cairns City, Queensland 4870
About the Business
Welcome to Freedom Planning, a leading financial planning practice located in Cairns City, Australia. Our dedicated team of experienced Financial Planners is here to provide comprehensive support and guidance, regardless of your current financial situation.
If you have recently come into a large payment or inheritance and are unsure about the financial implications, we can help. Our team will work with you to understand the potential impact and ensure you make the most of your newfound wealth. We can offer advice on investment opportunities to help you capitalize on your assets and stay informed about tax details and thresholds.
Buying a new home can be overwhelming, especially when it comes to managing your finances. Our team is here to assist you during this stressful time. We will assess your current financial situation, determine what homes you can afford, and help you make informed decisions. Additionally, we can help you create a structured budget to ensure all your payments are met successfully.
Planning for the unexpected is crucial, which is why we offer guidance in creating a will. Our experienced team will help you communicate your wishes effectively through a quality, legally binding document. We can also assist you in identifying who should receive specific items after you pass, providing you with peace of mind.
In the midst of a divorce or separation, it's important to sort out the financial side of your relationship as soon as possible. Our financial planners in Cairns are skilled in helping individuals establish their own income and set new financial goals for the future. We will review your savings and determine if you are eligible for any benefits that can aid you during this time.
Facing redundancy can be daunting, but our expert team is here to help you navigate through it. We will work with you to budget your payout and determine how long you can sustain yourself with the specific amount you receive. Our goal is to assist you in minimizing the tax you pay so that you have more financial support until you get back on your feet.
If you're starting a new business, a comprehensive finance plan is essential. Our team can help you develop a solid financial strategy and offer advice on specialized insurance options. We can also assist with investment decisions and provide insight on setting up a succession plan for the future success of your company.
At Freedom Planning, we are committed to helping you achieve your financial goals. Our expert team provides investment and finance advice, ensuring you feel supported every step of the way. Don't just take our word for it, watch our team being interviewed on camera about their work, and hear from our clients who have benefited from our financial planning services.
Whether you need expert financial advice on home loans, family planning, superannuation, investments, retirement planning, or self-managed funds, Freedom Planning is here to assist you. We are registered as Freedom Planning Pty Ltd, ABN 93 115 860 574, trading as Bill Owen Financial Services, and our Corporate Authorised Representative No. 331201 is Alliance Wealth Pty Ltd, ABN 93 161 647 007 | AFSL 449221 | www.centrepointalliance.com.au/.
Please note that the information provided is general advice, and we have not considered your specific financial circumstances, needs, or objectives. We recommend obtaining and considering the relevant Product Disclosure Statement (PDS) and seeking the assistance of an authorized financial adviser before making any decisions regarding the products or strategies mentioned.
Contact Freedom Planning today and take control of your financial future.
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Location & Phone number
92 Pease Street, Cairns City, Queensland 4870, Australia
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Jacinta was amazing, her advice is super realistic and achievable! She explained things so well and we left feeling really motivated and supported. Highly recommend!"
"Jacinta helps me understand what I need to do to make the most of my salary and lifestyle needs. I earn a good salary but I’m pretty bad at managing it all, she's really patient and explains everything until I understand what to do. The investment in her time is worth it, she does a lot for me behind the scenes. I have a property that is almost paid off, I've got a share portfolio that is growing and am maximising my super. She's helped me get in touch with people to get the right loans and has basically sorted out my life so I don't really need to worry. It's not hard but there's a lot I don't know that she's helped me with over the years. It doesn't matter where you start but if you don't, then you are much worse off for your future into retirement. I feel like I'm financially set up as she's helped me plan for retirement in 20 years on an income that I'm happy with from managing my income now. Not a lot of people are ready for that before it happens but I know that I am."
"12 months ago my husband and I decided to seek the services of a Financial Planner who could work with us to plan a pathway to semi-retirement. We were referred to two professionals in Cairns. One promised to work with us to maximise our returns on investments and super funds. The other - Jacinta from Freedom Planning - prioritised learning about the lifestyle we wanted and more importantly, the dreams we had for the next chapter of our journey. It has been a delight to work with Jacinta on clarifying how we can find the balance to achieve both. From our first meeting, Jacinta has proven to be professional as she considers where each of us are in our planning for retirement as individuals and a couple. We are at different stages of thinking about what the next chapter will be, and Jacinta's advice and guidance has clarified and affirmed this thinking for us so that we feel empowered to consider and implement strategies that work in our favour for long- and short-term goals. We've worked hard to get where we are today but feel more confident than ever that we are making the right choices to accommodate our goals through regular check-ins with Jacinta. I highly recommend her services and insights to those looking forward to what comes next."
"Today I met with Jacinta. Right away I was welcomed with a smile and warm greeting. Jacinta is well-educated, displayed an array of professionalism within her role and really understood me. Not just on a business side of things, but as a mother. It was a big relief knowing that my goals can be met with the right plan and guidance in place. I’m very excited to see how things turn out for my family and I knowing we have the help and support of such a wonderful advisor and her team. I look forward to our next catch up."
"Jacinta and Freedom Planning have been of great assistance to both myself and my partner on our financial journey. Jacinta has made everything easy and understandable, and has always been supportive and accessible, which were important attributes for us in looking for a financial planner. Look forward to working with Jacinta into the future and would recommend her to anyone seeking financial assistance and advice."
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