We understand that every individual has unique needs and desires. That's why the Liberty Wealth Adviser you choose will find out about your dreams and your financial situation before anything else. This knowledge will provide the framework for a tailored financial plan and an ongoing, collaborative relationship.
In your first meeting, the adviser will ask questions and discuss issues such as:
- Your dreams and financial goals
- Your current financial situation
- Insurance or estate needs
- Products and solutions that might suit your needs
Financial Planning
Once you have made the decision to work with a Liberty Wealth Adviser, the adviser will work with you to develop a written financial plan that is aligned with your goals and needs. After you review the information, the adviser can help you determine how to put your plan into action.
Implementation, reviewing and adjusting
Once you have finalised your financial plan, your adviser will assist you to implement it and should meet with you regularly to review it and make any adjustments that might be required by your changing circumstances. Along the way, the adviser will provide you with information to help you make informed decisions about important issues such as retirement, investments, estate planning and tax strategies.
Sound financial advice and quality service
Liberty Wealth Advisers provide professional advice tailored to your investment objectives. They help to clarify your financial goals and priorities and provide accurate information on our tailored solutions, including risks, benefits and costs.
We work hard to provide the best quality service at all times and aim to ensure that you are treated fairly, ethically and respectfully at all times.
Transparency
We make every effort to provide you with simple, full and clear information about all aspects of your portfolio, including costs related to our products, services and individual transactions, as well as how we collect, use and protect your personal information.