Focused on helping youAchieve financial freedom
Achieving financial freedom
Aside from supporting you with tax and asset protection matters, we also want to make sure you’re on your way to achieving your personal financial freedom, that’s why we offer our clients these additional complimentary services from our affiliated financial planning practice, Liberum Financial.
What might your premium saving be?
Complimentary Insurance Review
We’ve been thrilled with the results we’ve been able to achieve for clients through our
complimentary insurance review. Because Liberum Financial is a non institutionally aligned financial planner, we’ve been able to secure better quality policies at lesser premiums. In fact, the average premium saving we’ve been able to secure for our clients is over 20%. Our no obligation review simply offers you the chance to see what your saving could be.
When was the last time you reviewed your investments?
Complimentary Superannuation & Investment Review
If you haven’t reviewed your investment mix recently – you could have missed out. We’ve been conducting complimentary investment and superannuation reviews for clients, and it’s become clear that many have a “set & forget” approach to investments which is costing them.
Our review will give you peace of mind that you are on track and headed in the right direction, and provide simple strategies to help you create and maintain a quality investment portfolio.
These reviews are complimentary and you’re under no obligation to enact or implement the findings.
All we need to get started is:
– A copy of your most recent Superannuation report or statement displaying your account details (a screenshot from your online access / portal is also suitable)
– A copy of your most recent insurance policies
– A photo of the front and back of your drivers license
We’ll request these items from you during our onboarding process and once we have that information we’ll reach out with an authority form for you to sign to get your review started.
If you have any questions or you’d like to know more, please do not hesitate to contact us.
Bringing you thoughts, ideas, and initiatives targeting key focus areas that matter
Our key focus is on crafting the ideas and strategies that will have the biggest impact on what matters most to you.