Partners
Trusted expertise, beyond SMSFs.
At Freedom Financial Partners, SMSFs are our speciality. But we know your financial affairs don’t stop with your super. That’s why we’ve built relationships with trusted professionals across a range of complementary services. Whether you need help with personal or business accounting, lending, financial advice, estate planning, property or another specialist area, our referral network gives you access to experienced professionals when you need expertise beyond the services we provide.
Need help beyond your SMSF?
Explore our trusted referral network and find the expertise you need.
Savvi Accounting
As a Chartered Accountant, Martienne is a wealth strategist, entrepreneur and published author who helps clients build strong financial foundations and create wealth with greater clarity and confidence.
Martienne and the Savvi team work with entrepreneurs, business owners, individuals and families, combining tax and accounting expertise with strategic insight and practical support. Their philosophy is that accounting should do more than record the past or meet compliance deadlines. It should help you understand your numbers and make informed decisions about your business, wealth and future.
As an affiliate partner of Freedom Financial Partners, Savvi provides trusted tax, accounting and business financial support that complements our broader services.
Know your numbers. Own your future.
Savvi Accounting is an Affiliate Partner of Freedom Financial Partners. We work with a select group of trusted providers whose services complement our own. If you choose to engage Savvi Accounting through our referral, we may receive a commission at no additional cost to you. We only recommend partners we believe provide value to our clients.
- kylie@savviaccounting.com
ASF Audits
ASF Audits is Freedom Financial Partners’ specialist SMSF audit partner, providing independent audit services for our SMSF clients.
As a dedicated SMSF audit firm, ASF Audits brings specialist knowledge and experience to the annual audit process, reviewing each fund’s financial statements and compliance with relevant superannuation requirements.
To make the process as easy as possible, Freedom Financial Partners facilitates all communication with ASF Audits on behalf of our clients. We coordinate the information, documents and responses required throughout the audit, giving clients one point of contact for their annual SMSF accounting and audit process.
Canberra Advice Financial Planning
Serhan Mackey is Freedom Financial Partners’ trusted insurance partner, helping clients protect their wealth, families and financial futures through tailored personal insurance strategies.
With more than 18 years’ experience in financial services, Serhan specialises in life, total and permanent disability (TPD), income protection and trauma insurance. As Principal Financial Adviser and founder of Canberra Advice Financial Planning, she also advises on superannuation, retirement planning and wealth creation.
Serhan works alongside Freedom Financial Partners to provide specialist financial and insurance advice that complements our SMSF services.
- +61422354617
- serhan@canberraadvice.com.au
Finwiser
Carrie Tsang is Freedom Financial Partners’ trusted mortgage broking partner, providing finance solutions across residential, investment, commercial and business lending.
As Director of Finwiser, Carrie has extensive lending experience and particular expertise in SMSF property finance and its specialised lending requirements. She also assists clients with home loans, refinancing, investment property finance, commercial lending and business funding.
Carrie works alongside Freedom Financial Partners to provide specialist mortgage broking services that complement our SMSF and broader financial services.
- carrie@finwiser.au
Property Advisors Australia
Jessica helps clients navigate the property investment process, from exploring property opportunities through to arranging their lending needs.
With a Master of Accounting from the Australian National University and a Bachelor of International Business and Trade, Jessica brings a strong understanding of both property and finance. She works with clients to explore the what, where and when of property investment, while helping make the process as straightforward as possible.
Working alongside Freedom Financial Partners, Jessica provides property investment and lending support for clients considering property as part of their broader wealth strategy.
- +61478166088
- jessica@propertyaa.com.au
BGL Simple Fund 360
Class Super
Freedom Financial Partners uses Class Super, a specialist SMSF administration platform, to help manage our clients’ SMSFs efficiently and securely.
Through Class, we also provide access to SuperStream, the electronic system used to exchange superannuation contribution and rollover information between employers, super funds and the ATO. This supports electronic rollovers and employer contributions for our SMSF clients.
Class forms part of the technology behind our SMSF administration service, helping us manage fund data, reporting and SuperStream requirements while keeping the process as straightforward as possible for our clients.
Our trusted referral network.
Connecting you with another professional involves trust. We’ve built relationships with experienced professionals who provide services that complement our SMSF expertise. Our aim is to make it easier for you to find the right person when you need help outside our area of speciality. Each professional operates in their own area of expertise, so you can learn more about them, their services and how to get in touch.
Whether you’re looking to set up an SMSF, transfer an existing fund or find a team to manage the ongoing work, we’d be happy to talk.