Join 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 Global 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
Accounting & Bookkeeping Services
Tax Services
Audit Support Services
Virtual Practice Admin Services
Financial Transformation
Payroll Services
Enterprise Solutions
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
Meet Our Face at the Annual Retreat
Padhy will be there at the Retreat to connect with you, answer your questions, and explore how we can help your business grow.
Take the next step towards a smarter workflow!
Book a quick chat with us – no queues, just great conversations.
