Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.
We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:
- Better understand what financial security means to you by reviewing your current situation and defining goals
- Identify and discuss any roadblocks to achieving your goals and analyse your situation
- Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
- Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs
Products and Services
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.
For Businesses
- Group benefits to help you recruit and retain employees
- Various types of insurance to help you protect your business
- Banking solutions tailored to fit your needs
For Individuals
- Insurance products to help you manage risk and unexpected costs
- Investment products to help you plan for retirement and reach your financial goals
- Mortgage products to help you make home ownership a piece of your plan
- Banking solutions tailored to your needs
Arrange to meet* with us today to discuss your financial security plan and how these products and services could help you meet your needs and goals.
