A wedding can involve months of planning, countless decisions and plenty of conversations about what comes next. While choosing a venue, suppliers and styling might be the immediate priority, getting married can also bring bigger financial questions into focus.
How should you manage money together? Are you planning to buy a home? What are your longer-term savings and investment goals? Is your insurance appropriate? And how do superannuation and retirement planning fit into the picture?
For Melbourne couples and families looking for professional guidance around these decisions, Freedom Financial Planning is one business worth knowing.
Based in Notting Hill, Freedom Financial Planning has provided personalised financial advice since 2003. Its approach focuses on helping clients understand their options, make informed decisions and develop practical strategies suited to their circumstances and goals.
Why Freedom Financial Planning May Be Relevant to Couples
Planning a wedding often marks the beginning of a much longer period of planning together.
Once the celebration is over, priorities can quickly move towards buying property, combining or restructuring household finances, starting a family, building investments or simply creating greater certainty around the future.
Freedom Financial Planning works with individuals and families across different stages of life. Its services include:
- Cashflow and budgeting advice
- Superannuation strategy
- Investment and wealth creation
- Retirement planning
- Personal risk insurance
- Centrelink guidance
- Aged care advice
- Strategic tax planning
- Estate planning considerations
- Business succession planning
Not every couple will need every service. The value of personalised financial planning is that advice can begin with your actual circumstances rather than a generic checklist of what you are supposed to be doing.
Freedom Financial Planning Takes a Personalised Approach
One aspect of Freedom Financial Planning that stands out is its emphasis on understanding the person behind the financial decisions.
The firm describes its approach as centred on personalised advice, clear communication and long-term relationships rather than one-off transactions.
Its advice process begins with an introductory meeting to understand a client’s goals and circumstances. From there, the team can assess strategies and suitable options before preparing personalised recommendations.
Recommendations are presented through a tailored Statement of Advice, including information about the rationale, risks, costs and next steps. The firm also provides implementation support and ongoing reviews where appropriate.
That structured process may appeal to people who want to understand not only what is being recommended, but why.
Financial Decisions Can Be Connected
One reason financial planning can become complicated is that individual decisions rarely exist in isolation.
For example, decisions about superannuation can influence retirement planning. Investment choices can have tax implications. Insurance can play a role in protecting a household or family. Property and wealth-building goals can affect how couples approach their cashflow.
Freedom Financial Planning takes a holistic approach across these areas rather than treating each financial question as completely separate.
For couples moving from wedding planning into the next stage of their lives, that broader perspective may be particularly useful when several goals are competing for attention at once.
More Than 20 Years in Financial Planning
Freedom Financial Planning has operated since 2003 and is based in Notting Hill, Melbourne.
Over that time, the business has advised clients through different financial and life stages, including wealth creation, retirement transitions, superannuation decisions, insurance needs, Centrelink matters and aged care planning.
The advisory team includes:
- Mark Struik – Director & Financial Adviser
- Richard Unmack – Director & Financial Adviser
- Ryan J Dupuis – Partner & Financial Adviser
- Lee Jackson – Financial Adviser
- Stephanie Mitchell – Partner & Financial Adviser
- Georgia Maher – Provisional Financial Adviser
The advisers are also supported by a dedicated client services team.
Freedom Financial Planning states that its advisers are authorised representatives of Consultum Financial Advisers Pty Ltd and that its advice is provided within established Australian regulatory frameworks.
Clear Financial Advice for Important Life Decisions
Weddings can be exciting, but they can also highlight how many practical decisions couples have ahead of them.
Talking openly about money, priorities and longer-term goals may not be as enjoyable as choosing the cake or planning the honeymoon, but these conversations can matter well beyond the wedding day.
Freedom Financial Planning places a strong emphasis on explaining complex financial matters in plain English. Its stated approach includes discussing risks, fees and trade-offs openly and helping clients understand their available options before decisions are made.
For people who feel overwhelmed by financial complexity or simply do not have the time to manage every aspect themselves, professional advice can provide a more structured way to approach those decisions.
Who Might Consider Freedom Financial Planning?
Freedom Financial Planning works with a broad range of clients, including professionals and families building wealth, first home buyers, aspiring investors, business owners, pre-retirees and retirees.
For Boutique Events Group readers, the business may be particularly relevant if you’re starting to think beyond the event itself and considering questions such as:
- How should we approach our finances as a couple?
- Are we managing our cashflow effectively?
- How can we work towards buying a home?
- Should we review our superannuation?
- What approach should we take to investing and building wealth?
- Do we have appropriate personal insurance?
- How do our current financial decisions fit with our longer-term goals?
These are personal questions, and the right answers will depend on your circumstances. Professional financial advice can help you explore those options in more detail.
A Melbourne Financial Planning Business Worth Considering
At Boutique Events Group, our focus is on giving readers useful information that can make important decisions easier to navigate.
While financial planning sits outside the immediate world of venues, styling and wedding suppliers, money and long-term planning can become an important part of building a life together.
For Melbourne couples, individuals and families looking for personalised financial guidance, Freedom Financial Planning is a business worth considering.
The firm combines more than two decades of experience with services spanning budgeting, superannuation, investments, insurance, retirement and other areas of financial planning.
As with any professional service, we encourage readers to review the firm’s services, fees and relevant documentation and decide whether its approach is suitable for their individual circumstances before proceeding.
