ABOUT
Freed
m Life
We first opened for business in 1995. We started to grow our firm with three young advisors after investing two years in laying the groundwork. Financial planning became popular in 2000, and people began looking for strategies to become financially independent.
What, then, is freedom?
Freedom is the option to live your life as you choose, to reside where you choose, to eat what you choose, and to pursue your educational goals. This demonstrates that the concept of freedom is not absolute and that it may be applied to various facets of life. Not living free, but assuring respect is what freedom is all about.
In today’s environment, what steps must one take to become financially independent? With the goal of helping our clients reach financial security, we’ve created a suite of planning tools we call
“FREEDOM,” which they can use at different points in their lives.
F : Family Protection Planning (income creation for the family)
R : Retirement Planning (stream of income upon retirement)
E : Estate Planning (legacy creation)
E : Education Planning (a guarantee education fund for children)
D : Disability Income (source of income if become disable)
O : Oversea Vacation (fund for travelling)
M : Medical Income (take care of your medical bills and living expenses)
When we moved into our current building in 2004, we decided to adopt the name FREEDOM LIFE as our business’s official moniker. Since then, we have used the concept of “FREEDOM” as a guiding principle and a planned path to help our clients become financially independent. We’re confident that our clients can achieve stress-free lives if they stick to the planning path we’ve laid out for them. They can start their careers without worry, start families without stress, send their children to college without fear, retire without worry, and leave legacies without worry.
Today, we have over 30 advisers working towards this aim, assisting over 10,000 customers with their financial futures through our FREEDOM series of planning and counselling
Our Mission
Ignite Every Life and Illuminate Every Family
Our Vision
1. A joyful and effective team with a positive culture
2. To inspire, empower, and bring out the best in all advisors, partners, a clients.
3. A solid autopilot management system that includes a good sales, marketing, and recruitment funnel, as well as an effective learning and development system
Our Value
Integrity
Being professional and ethical in all business dealings
Responsibility
Accountability in life and business
Growth
Strive for excellence through challenging own limit and never stop learning
Gratitude
Being thankful and returning kindness
Teamwork
To achieve mutual growth through having fun, participation, trust, and
comprehension
Innovation
Embrace changes and being creative
Our Philosophy & Principles
Contact us today for a professional tailor-made quotation.
Family Value
We consider strong family values to be essential to both our business and personal success. As a result, an adviser must effectively balance his or her time between work and home.
People Oriented
We think this is a people-oriented business, thus developing our social and professional networks and maintaining positive interpersonal relationships are essential to our success in both business and in life.
Honesty and Integrity
In all of our business dealings, we think that advisors should always maintain the code of ethics and integrity.
Team Spirit
We think the secret to our business success is collaboration and a strong sense of teamwork. We think that by caring for one another and sharing, we may all grow.
Planning for Success
Every advisor should, in our opinion, “Plan their Work and Work their Plan.” Each advisor must devote enough time and energy to developing and expanding their business. Always schedule your business operations in advance to allow for time with your family and leisure activities.
Quest for Excellence
We support healthy competition and challenge, with others as well as with ourselves. We think that almost all advisors should have a positive sense of competition and take pleasure in their successes. We think that the past’s records were meant to be broken and that we will eventually reach heights that seem unattainable now.
Minimum Expectation
Every advisor, in our opinion, should strive to achieve big dreams. The road we are on does not end with us becoming a senior partner in the firm. Without becoming complacent, we should keep pursuing perfection.
Right Attitude
We think that every advisor should approach their life, business, and family with the proper mindset. Every advisor should value themselves, their families, and their businesses. We promise to constantly put our best effort into all we do.
Success System
Every advisor, in our opinion, should strive to achieve big dreams. The road we are on does not end with us becoming a senior partner in the firm. Without becoming complacent, we should keep pursuing perfection.
Financial Planning Related
We are committed to offering our clients high-quality financial planning. We provide products and services that fully abide by all applicable laws.