Liberation Wealth Management

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  • Our Approach
    • Our Approach
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    • Nurture
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  • Our Services
    • Risk Management and Insurance
    • Business Insurance and Succession Planning
    • Estate Planning
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    • Retirement Planning
    • Wealth Management
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    • Contact
    • Meet Roland
  • Client Access
  • Home
  • Our Approach
    • Our Approach
    • Design
    • Nurture
    • Enjoy
  • Our Services
    • Risk Management and Insurance
    • Business Insurance and Succession Planning
    • Estate Planning
    • Tax Planning
    • Retirement Planning
    • Wealth Management
  • Our Clients
  • Testimonials
  • Contact
    • Contact
    • Meet Roland
  • Client Access

HELPING YOU GROW YOUR WEALTH AND ACHIEVE
FINANCIAL FREEDOM

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WELCOME!

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.

Please Enjoy!
Liberation    Noun / Lib-er-a-tion /   The process of setting someone free.

OUR APPROACH >
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Roland Badia (BComm ADFP DFP)
​Financial Adviser
ph 0413 832 012
MORE ABOUT ROLAND >
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Liberation Financial Planning Pty Ltd trading as Liberation Wealth Management is a Corporate Authorised Representative No. 1246629  of Boston Reed  Pty Ltd  AFSL 225 738
General Advice Warning: All information provided in this website is general in nature and does not take into consideration your objectives, financial situation or needs. We recommend that you seek professional advice before acting on any information.