Isaac Devine

Freeman Financial Group

Bronze

2 Yrs Experience

Bundall, QLD 4217

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Specialist in retirement planning. Helping clients prepare for and manage their retirement needs and objectives. Investing their wealth to help them meet their lifestyle needs and objectives.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 November 2024

My husband and I have participated in face to face and zoom meetings with Issac. He is very thorough and has taken the stress out of managing our finances and superannuation, taking care of all the fine details. Issac is helping us to achieve our goals by keeping us accountable, helping us to avoid making emotional decisions and checking in with us regularly to keep us in track.

5.00 October 2024

Isaac has helped me get a holistic understanding of my finances and current / future financial goals as well as insurance, investments and super. I highly recommend having a chat with him!

5.00 September 2024

Isaac was lovely to deal with. He showed us graphs, projections and discussed options to best suit our needs. He was happy to accommodate our requests and kept us informed of changes and directions needed. Happy to have, and do business with.

5.00 May 2024

Isaac made the process so easy to follow and understand. He's a great communicator and helps rather than ignores the technical questions. Made me feel positive and somewhat relaxed throughout the process. All round great human to deal with. Well done Isaac. Cheers