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About Freeman Fox

Our company, Freeman Fox, has been working closely with Australians to maximise their wealth creation with the goal of achieving financial freedom since 1987.

Our strategies are about planning for the future, making intelligent investments, building on investments, generating income and protecting assets. We offer the following products and services to make that happen:

• Financial Planning
• Stockbroking
• Managed Investments
• Mortgage and Investment Loans

Our team caters for thousands of clients throughout Australia.

Our Purpose

At Freeman Fox, our purpose is to help our clients achieve financial freedom - to have enough money invested at a high enough rate of return to allow them to achieve the lifestyle they desire, whilst meeting debt commitments, and grow their wealth at an ever-increasing rate.

Our Strength

Our core strength is our investment philosophy.

Our profile is enhanced by our commitment to our values of integrity, excellence, education, service and teamwork.

We have a strong following of loyal clients and word-of-mouth has proven to be our strongest marketing tool.

Freeman Fox's 8 Key Principles of Wealth Creation

1. Follow the money
   Invest in a similar way to the world's wealthy - take advantage of a tailwind but buy when investments are cheap for the long term.

2. Invest for the long term (10+ years)
   Invest for 10+ years and you can enjoy the benefits of compounding

3. Invest on a regular basis
   Add to your investment regularly (weekly, monthly) through a Personal Investment Plan to take advantage of market cycles and reach your goals faster

4. Growth first then Income
   Real wealth is built from growth investing in quality assets over the long term 

5. Manage Risk
   Build risk management into your strategy and never break your own rules

6. 'Best of breed' Automation
   Search out the very best investment managers in every area and use their strengths to manage your investment portfolio 

7. Apply leverage where sensible
   When the time is right consider leveraging your investing in line with your risk profile

8. Supercharge superannuation
   Use the highly favourable Superannuation legislation to boost your savings and investing potential 

Our Core Competencies

We believe our core competencies are:

• Our thinking is progressive, innovative and focused on generating wealth and income for our clients;
• Our methodology is based on building our clients' asset base over the long term and then generating income with minimum risk;
• We have an existing client base of thousands of people, made up of Wealth Club® members with an existing trust, understanding and loyalty to Freeman Fox and we take the time to understand their needs; and;
• We have a proven ability to sustain long term relationships with our clients.