A Liberty financial adviser is there to provide you with comprehensive financial planning guidance and services. As a wealth management business, we believe that wealth is about much more than just money. That’s why our financial advisers are there to help you take control of the things that matter most in your life and to shape solutions that are aligned with your needs and circumstances. Your Liberty financial adviser will collaborate with you to help you identify your aspirations, create a plan to help you achieve wealth and ensure that you remain focused on your goal along the way.

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A financial plan is a blue print of how you will build, develop and protect your lifestyle. It is a map of how you will achieve your lifestyle goals through investments, financial products and insurance. It is a comprehensive analysis that looks at your current situation, helps establish your goals and formulates a plan on how to achieve them. A good financial plan considers factors such as how to best maximise your opportunities to save tax, how to build wealth and capital and how best to protect your assets and dependants. It also takes into account your appetite for risk, how much time you have to achieve your goals, your current assets, liabilities and expenditure and important life events that may be taking place or approaching. Proper financial planning can be complex and should therefore be done with the assistance of a suitably qualified financial adviser.