Thank you for joining us at the 2025 Annual Garrett Planning Network Retreat!
July 31 - August 3, 2025
- The Grand America Hotel, Salt Lake City, UT
About us
Befree is a financial services provider headquartered in Sydney with a strong presence across Australia, the UK, the US, and India. We help businesses optimize efficiency and reduce costs by leveraging technology and automation to co-create customized yet scalable outsourcing solutions. Our solutions help businesses worldwide simplify their accounting, bookkeeping, and financial planning functions.
We simplify paraplanning and back-office tasks for financial advisers and planners, giving you more time to focus on your clients and grow your practice.
Our team of highly skilled professionals allows businesses to focus on growth while we take care of the details. befree offers businesses the freedom to scale with ease.
Through technology and automation, we enable businesses to work smarter by creating customized outsourcing solutions.
Our Services
Paraplanning Services
Bookkeeping Services
Accounting Services
Tax Services
Payroll Services
Virtual Admin Services
Mortgage Services
Audit Support Services
Why Visit Us?
Paraplanning Support
Free up your time with our end-to-end paraplanning services, including SOA preparation, compliance checks, and financial modelling.
Financial Planning
Get support with research, strategy, and reports, so you can deliver high-quality advice with ease.
Back-Office Operations
Let us handle admin tasks, portfolio reviews, and more, so you can focus on advising your clients
