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Living for TODAY
Planning for TOMORROW
Growing your wealth TOGETHER

Liberty Wealth guides you to financial freedom and true peace of mind through a wealth management process that goes far beyond investments.

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Guiding you to your financial freedom

Money management in the 21st Century is about more than ratios, returns and numbers.  It’s only half technical.  It’s also psychological, behavioural and emotional. To help you achieve true wealth we combine deep technical expertise with rigorous understanding of who you are and what matters to you most.  Only with that knowledge can we help you define where you want to go and construct portfolios that give you the very best chance of getting there. 

 

Emotionally Intelligent Wealth Management

 
 

In the end, how your investments behave is much less important than how you behave

B E N J A M I N     G R A H A M

 
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Building true wealth is about more than just hitting a number.  It’s about cultivating a feeling.

As a Liberty Wealth Client we work hard to ensure you feel: 

 

 

SMARTER

There is so much information available today that it can be hard to make sense of it all. We show you what is important so that you can make smart decisions.

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SMARTER

There is so much information available today that it can be hard to make sense of it all. We are here to help you understand what is true and what isn’t, what works, what matters and what is useful. We give you the information that you need to make smart decisions, without the jargon. 

We are relentless learners ourselves and we are passionate about helping our clients increase their knowledge about the markets, investing, money and life. We write on our blog and also send out regular client newsletters. Don’t expect generic market updates (you can get that on google) – we write more thoughtful and varied pieces and we always try to approach things from a different angle. 

We host regular events (see our upcoming events here) that are fun, social, educational and thought-provoking. We promise that you will always walk away from one of our events thinking about something in a different way. 

“An investment in knowledge pays the best interest” – Benjamin Franklin

FREE

Our firm name is about freedom, because in the end everyone wants to be free to do what they want, when they want, wherever they want.

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Free

Our firm name encompasses freedom, because in the end everyone wants to be free to do what they want, when they want, wherever they want. We work to free you from the everyday burden of money, whatever that looks like to you. For some that is wondering where it went, and for others it is a constant eye on the markets. We want you to be free from worry, so that you can focus on the things that matter to you in life.

“In the truest sense, freedom cannot be bestowed; it must be achieved.” -- Franklin D. Roosevelt

RELIEVED

You want to know that you are going to be ok. You want to know that if you live to be 100, you will have enough.

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Relieved

You want to know that you are going to be ok. You want to know that if you live to be 100, you will have enough. You want to know that if something happens to you, the people you love will have enough and are protected. You want to know that you are on track.

When you know these things, it creates a great sense of relief. An investment portfolio alone doesn’t create that. That’s why we go beyond investments. With the right plan in place, you will know that regardless of what is going on in the markets, you can sleep well. You will feel relieved.

EXCITED

Financial planning done right should be full of excitement. It’s exciting because you get the chance to see what is really possible with your money.

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Excited

Financial planning done right should be full of excitement. It’s exciting because you get the chance to see what is really possible with your money. That dream you have always had of retiring at 50, or quitting your job and writing a book – whatever it is, we will work to make it a reality. We will show you just what you can achieve when you align your money with your goals.

GUIDED

We know that life never goes as planned, but we will be there guiding you through the ebb and flow. You will feel calm knowing that you have charted a course.

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Guided

We know that life never goes as planned, but we will be there guiding you through the ebb and flow. You will feel calm knowing that you have charted a course, and that we are there acting as your navigation system when you need direction. Your goals, priorities and perspectives change as you move through life, but by proactively anticipating life’s transitions and financially preparing for the expected and the unexpected, you will feel that the path is clear.

INSPIRED

There is a difference between knowing how to act and being motivated to act. We will help you move away from inertia.

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Inspired

There is a difference between knowing how to act and being motivated to act. That’s why we have all come across unhealthy doctors and divorced marriage counselors. By always remembering that money is just a tool to help you live your best life, we make financial planning inspiring. And inspiration is what helps us move away from inertia. Think of it as a destination postcard – a picture of the future that can be possible. That will inspire you.
“Knowledge is potential. Action is power” Tony Robbins

CLEAR

Money stress comes from a lack of clarity. We will help you make sense of your entire financial picture.

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Clear

Money stress comes from a lack of clarity. We will help you make sense of your entire financial picture so that you know what is coming in, what is going out and you feel a complete sense of clarity over the decisions that you are making. 

We have seen an industry use complexity in all the wrong ways. We believe that clarity comes from keeping things beautifully simple, robust, meaningful and helpful. 

UNDERSTOOD

We will never assume that we know you, or what’s right for you without having a deep discussion about life. We listen intently and we keep asking questions.

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Understood

We will never assume that we know you, or what’s right for you without having a deep discussion about life. We listen intently and we keep asking questions until we are sure we understand what is important to you. You will walk away knowing that we care about how you think and feel about money, and not just about how much you have. We are there to guide you but we never forget that you are the expert on your life.

ACCOUNTABLE

We will help you follow through on the things that need to be done. We will make sure you don’t spin your wheels.

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Accountable

It’s one thing to know what needs to be done, it’s another thing to actually do it. Whatever it is we are trying to achieve in life, we are more likely to succeed when we have someone to hold us accountable. We will help you follow through on the things that need to be done by helping you prioritise, clearly showing you the steps that you need to take and regularly reviewing your progress. We will make sure you don’t spin your wheels.