“Money is not the goal. Money has no value. The value comes from the dreams money helps achieve.”
- Robert Kyosaki
Protection
Even the best laid plans can be ruined by unforeseen events. Protecting your family’s financial wellbeing appropriately is a specialised area our risk advisers can assist with.
Investments
Regardless of your current financial situation or life stage, we can help you to formulate a short or long-term strategy to invest for your future in high-grade investments.
Superannuation
Planning for retirement is a cornerstone of any financial plan and tax-effective investing in Australia. Find out how to best use your superannuation before and after retirement.
Taxation
Planning how much tax to pay is a key element of a holistic financial plan and can mean more money for you or your beneficiaries. Talk to our experienced planners and tax advisers to mitigate your tax.
Why Choose Us?
Exceptional Personal Service
Knowledge and Experience
Ongoing Support
A Holistic Approach
Keep You On Track
Ease and Convenience
Ceri Freeman
Ceri has a strong interest in making sure young people and families are covered properly in the case of unforeseen illness or injury, as well as a keen interest in investment markets and tax mitigation. Ceri has a passion for helping people plan for their future wealth accumulation and security.
Latest News
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What our clients say
“I’d like to give a huge wrap to Ceri Freeman of Freeman financial services.
Honestly, this woman is outstanding! Since we met Ceri she has continually gone above and beyond for us, even supported us with sound advice outside her role of financial advisor, turns out she is quite the learned lady, certified wise, in fields that really strengthen her credibility as a financial advisor.
– Jack and Sarah Elkington
“I now know what CAN actually be achieved by experiencing your personal service, the lengths you go to understand my goals, my situation and plan for my retirement and insurance for peace of mind along the way.”
– Tracy Savage
“Along with all of this we were able to purchase lots of things like new towels and sheets, new tyres for our vehicle, we also put a new back on our vehicle, have paid a deposit on a holiday we are taking in April and spend a little more on Christmas than we normally would all guilt free!!!
This is due largely to your help and advice so once again Thank you!!!”
– Greg and Michelle Murray