Financial Planning

Personal and retirement advice as an Authorised Representative of Lifespan Financial Planning Pty Ltd (AFSL 229892).

Maximise retirement savings, build wealth, and protect your family and business.

Financial planning is key to long-term wealth. Gail Freeman is an Authorised Representative of Lifespan Financial Planning (AFSL No. 229892) and can assist you with investments, home loans, finance and insurance.

Gail and her team also provide financial planning to your business — helping you build and grow in a sustainable way that generates long-term results.

How we can help

Planning for the life you want.

  • Holistic, comprehensive financial plans to map your future
  • Investment re-structuring and portfolio guidance
  • Guidance on complex financial matters and financial literacy
  • Confirming the assets and income available to your family
  • How a testamentary trust can benefit your family
  • Help with home loans and business finance
  • Retirement planning
  • Shares — whether trading or investing
  • Defining your financial goals
  • Financial risk assessments and risk-management plans
  • Insurance to protect your family against illness or accident
  • Advice on wealth creation
  • Assistance with your Centrelink entitlements

Financial planning services are provided by Gail Freeman as an Authorised Representative of Lifespan Financial Planning Pty Ltd, ABN 23 065 921 735, AFSL No. 229892. This information is general in nature and does not take into account your personal circumstances.

Ready when you are

Plan for what's next.

Book a financial-planning conversation with Gail Freeman & Co.