We are a boutique Wealth management company committed to helping our clients achieve their financial and life goals.
We are particularly suited to successful professionals or business owners who prefer spending their spare time enjoying life with friends and family rather than doing the necessary research and running around to get their financial affairs in order and keep them that way.
Let me share our company mission statement with you:
"Our mission is to give you back time by taking care of your finances and guide you so you can focus on living the life you were meant to live. The Liberation Wealth Management system is designed to give you the confidence that your financial goals are going to be met and to deliver you the freedom to spend more time on those pursuits that are truly important to you so you can enjoy life to the full"
Our clients recognise the value of ongoing advice and prefer to delegate the management of their financial affairs to experts so they can enjoy more free time doing what they love.
We work with a select number of clients so we can give you the attention required to help you achieve meaningful outcomes and add significant value to your financial life.
We have helped transform many of our client’s lives and consciously seek clients who are looking for a partnership rather than 'one off advice'.
If our way of thinking resonates with you, you will find the information on this site informative and we look forward to hearing from you soon.
Liberation Noun / Lib-er-a-tion / The process of setting someone free.