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Reviews, get directions and contact details for Freeman Financial Services

Freeman Financial Services

About

We assist with superannuation, wealth creation and protection, tax minimisation, debt planning, investing, retirement and estate planning.
Evenings and weekends by appointment.
Mobile Service - we come to you.
Free Consultation

Story

In sharing or preparing information for this site, individual circumstances or financial objectives have not been considered. No information displayed on this page constitutes financial advice.

We assist with superannuation, wealth creation and protection, tax minimisation, debt planning, investing, retirement and estate planning.

Freeman Financial Services is owned by Ceri Freeman and Ceri personally oversees every client strategy. Ceri has assisted with solutions and strategies for business and personal finance since 1996.

Ceri holds a Bachelor of Business and Financial Planning, is a Tax (financial) Advisor registered with the Tax Practitioners Board as well as a registered Financial Planner.

Whether it’s accounting, bookkeeping, restructuring accounting systems, a financial health check, or planning your financial dreams, we offer cost-effective solutions for all situations.

In addition to our services, we also have access to a wide network of professional advisors, to ensure best practice compliance for our clients.

Mission

Our mission is to educate and assist our clients to define their financial goals and achieve long-term financial health whilst protecting and maintaining lifestyle.

Products

In sharing or preparing information for this site, individual circumstances or financial objectives have not been considered. No information displayed on this page constitutes financial advice.

Address: 7/86 City Rd, Beenleigh QLD 4207, Australia
Phone: 0411 124 113
State: Queensland
City: Beenleigh
Zip Code: 4207


Opening Hours

Monday: 9:00 AM – 5:00 PM, 6:00 – 9:00 PM
Tuesday: 9:00 AM – 5:00 PM, 6:00 – 9:00 PM
Wednesday: 9:00 AM – 5:00 PM, 6:00 – 9:00 PM
Thursday: 9:00 AM – 5:00 PM, 6:00 – 9:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: 9:00 AM – 1:00 PM
Sunday: Closed


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Reviews
The process and detail was made so easy. Certainly the strategy we have implemented was not standard and has some real benefits. Ceri has been happy to answer all questions. We feel so comfortable now that planning and accountant are in the one place…… highly recommended.
I went to my first consult with Ceri just over 2 years ago. As a medically retired army vet, I have quite some troubles with taxes, and investments, as I also recieved compo. Ceri worked closely to make sure I was more than happy, in setting up an investment fund portfolio, and is there for me even for the smallest dumbest questions. She worked tirelessly fighting the ATO for me not once, but twice for a private outcome. Ceri puts in all the hours and work, she's worth much much more than her competitive pricing, being very client focuses, wanting the best outcomes.. I'll have Ceri as my financial advisor until she gets sick of me or retires lol. She is always willing to go that one step further to get you where you'd like to be, and work toward those goals. I could almost write a novel in our short 2 years of Ceri handling most of my portfolio and I don't consider changing anytime soon. I would recommend Ceri to ANYBODY looking for an extremely professional and personal financial advisor, that goes above and beyond time after time. 11/10*
Ceri has provided us with excellent financial and insurance advice that's appropriate with our stage in life, in considering our current financial position we now have a road map to a financially secure retirement. I would have no hesitation in recommending Ceri to provide financial and insurance advice. Dan
Found this firm to be of a very high knowledge of what we as lay people need to fully understand they were very pleasant, punctual , informative and a pleasure to deal with at all times, I would not hesitate to refer them to anyone needing financial information. Price wise very competitive. We were completely happy with the services they provided to us
Friendly, helpful service a pleasure to do business with.
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