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Solutions for clarity, confidence and control.

NICK DAVEY
Adviser
Freedom = Family

Every service is tailored to your needs.
For individuality’s sake.

Business accounting.

Clear and reliable accounting brings you up above the eyeline, freeing you up for the big picture. Accuracy, consistency and watertight compliance.

Tax planning for business.

Laying foundations for freedom begins with the right approach to tax. Minimising burden and maximising opportunity.

Strategy, innovation & business coaching.

Nobody does success on their own — so business advisory and coaching for planning and strategy are key. Collaboration with thoughts leaders from all parts of the world.

Estate planning.

Your legacy is too important to be left to chance — for your peace of mind, for family, and for colleagues. Advice that keeps your favourite people secure and protected.

Wealth & cashflow planning.

Empowerment is at the core of every decision, and knowledge grounds every decision. Wealth planning that stays ahead of every curve.

Asset & wealth protection.

Wealth protection alone will never get you rich — but it will be the back up plan if needed. Anticipating challenges makes you ready to meet them.

Business Financing.

More than mortgages, craftier than credit, lending is about strategy, structure and solutions. Partner with the most suitable financiers for the perfect fit.

Selling my business: succession and exit planning.

Keeping ahead of leadership and life change keeps your business robust and ready. Make transition a process before it becomes a problem.

Clarity, confidence, and control.
Let’s make them yours.

We focus on complete financial solutions.
You can focus on your freedom.

One-stop.

Advisory team that listens
and liaises with everyone
in your financial world.

Clarity.

No mess, no doubt. You’ve
answered the tough questions
and gained the bird’s-eye view.

High-performance.

Highly trained specialists
for every facet of your
financial life.

Confidence.

Trusting the team by your
side gives you certainty.

Rock-solid.

Upfront and transparent
pricing for all services.

Control.

Where there was confusion
and crisis, now there is control
and freedom.

It’s all for freedom’s sake.
Let’s make it yours.