• liberum financial

    (financial freedom)

    • liberum financial

    (financial freedom)

    Having financial freedom means different things to different people.

    For some – it’s the idea of being able to fly away when they want, where they want. For others, it’s having certainty that they can live modestly throughout their retirement and be cared for in their later years.

    Whatever financial freedom may look like to you, to achieve it – you will either need to find a way, or make one.

    aut viam inveniam aut faciam

    (I will either find a way or make one)

    Hannibal

    our approach

    mundus novus
    (new world)

    outcome based

    We are an advice-based business which is focused on helping clients achieve their long term financial goals. Quite simply we are totally focused on you, our client.

    personalised

    Our principal product is advice – if we recommend a product it is because it is in our clients’ best interests.

    privately owned

    We are privately owned. It is core to our offering that we only use highly competent research people to ensure only the best solutions are offered to our clients.

    Financial planning is not a one-size-fits-all commodity.

    We recognise that different people require different financial planning advice to suit their individual circumstances.

    We take a Mundus Novus (new world) approach to financial planning.

    Advice that is founded in the fundamental concept of putting your wants and needs first.

    Advice that is grounded in honest and meaningful conversations.

    Advice that is ‘outcomes’ based and unique for your very personal and individual financial objectives.

    what we do

    facta non verba(deeds, not words)

    facere
    (make)

    facere
    (make)

    identifying personal, business and investment strategies to improve your income position

    crescere
    (grow)

    crescere
    (grow)

    creating investment strategies to improve your position in the short, medium and long term aligned to your goals

    recludam
    (leverage)

    recludam
    (leverage)

    determining if your current debt structure is appropriate and if debt can play a part in your wealth creation

    tueri
    (protect)

    tueri
    (protect)

    considering if there are better ways to mitigate your personal and investment risk given your circumstances

    utor
    (enjoy)

    utor
    (enjoy)

    helping you work towards creating the lifestyle you want to enjoy in retirement

    conservare
    (preserve)

    conservare
    (preserve)

    ensuring that your assets are passed to the right people, in the right way, at the right time under your estate

    how we can help

    ex nihilo nihil fit
    (nothing comes from nothing)

    No matter your stage of life, we’re here to help you achieve financial freedom, because nothing comes from nothing.

    We work with you to provide clarity, peace of mind and confidence in your financial future in a number of ways.

    our team

    semper paratus
    (always prepared)

    ryan dobbrick

    ryan dobbrick

    financial planner | director

    adam dierselhuis

    adam dierselhuis

    director

    Paul Travis

    Paul Travis

    associate adviser

    angela chen

    angela chen

    client service manager

    Sharyn Weber

    Sharyn Weber

    client service

    Jodie Leask

    Jodie Leask

    administration

    pecunia, si uti scis, ancilla est; si nescis, domina

    (if you know how to use money, money is your slave; if you don’t, money is your master)

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    get in touch

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