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Libertas Private Wealth can help you achieve greater clarity and certainty through independent financial advice

Your Lifetime Wealth Partner

Financial planning is not a one-time event, but an ongoing journey. It’s about making thoughtful, well-informed decisions that are consistently applied to help you achieve your goals. As your life and circumstances change, your financial plan adapts with you, ensuring it always reflects what matters most to you.

We provide clear, independent advice that seeks to resolve the complexities you face, to help maximise the probability of achieving your unmet aspirations with greater certainty. In short, we help you make better, more informed decisions and serve as your financial project managers to get and keep you on track.

What we do

We have happy, Satified Clients

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We can Assist you with

Wealth Creation

Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.

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Wealth Protection

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.

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Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

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Retirement Planning

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future

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Estate Planning

We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

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Aged Care

It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.

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Libertas Private Wealth at a Glance

Years providing life-changing advice
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Qualified Advisers
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Valued clients
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Funds and Assets Under Management
$ 200 M+
Friendly Staff Members
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Years of Collective Experience
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Our financial planning process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Step 2
Step 3
Step 4
Step 5
Discovery Call
Let’s have a quick chat so we can find out how we can work together to help you achieve your goals.
Gather Data
We gather data on your financial situation so we take a comprehensive look at your life and finances.
Financial Plan
We create a personalised financial plan that will serve as a roadmap towards your goals.
Implementation
We now put your financial plan in action by implementing all your personalised strategies.
Support
We stay in touch and regularly review your plan based on major life changes or market factors.

Our Financial Planning Process

Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.

Step 1
Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1
Step 2
Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2
Step 3
Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 3
Step 4
Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 4
Step 5
Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

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What our clients say

"Tailored financial investment strategies according to me and my family’s short term and long term goal. Ongoing planing, adjusting, and reviewing my wealth when there was needed. As an advisor, Michael is Prudent, knowledgeable, good listener and accommodating. His knowledge is all round, from wealth maintenance to develop to will and estate which give me a peace of mind if anything happens to me, I know my family’s interest is protected. He always acts upon the clients best interests. He is trustworthy. And I would highly recommend him as a long term advisor for families."
Grace, 46 - 55 years, Randwick, NSW
"Michael is always available and his advice to me l accept and always go with his recommendations"
Ann, 65+ years, Beecroft, NSW
"I was extremely relieved when I found Michael and have been happy with his services since that time. I had become disillusioned with my financial advisor due to high fees and limited knowledge on their part. . Michael reviewed and then restructured my portfolio based on my objectives and addressed any concerns. I always feel very comfortable in approaching him for clarification when required and trust his judgment . His keen interest in helping others attain their goals in their financial matters, plus his integrity and professionalism displayed are impressive. . I have no hesitation in highly recommending his financial services to others."
Fran, 56 - 65 years, Thirroul, NSW
"Having never used a financial adviser before, Michael has always been very patient and has explained things in an easy to understand manner. Michael comes highly recommended!"
Russell, 35 - 45 years, Rozelle, NSW
"Our first contact with Michael and his team was spent going through our non financial long term goals and aspirations. He then took our reams of paper work on our local and UK super, debt, cashflow, savings etc and produced a concise and easy to understand document showing what we needed to do to achieve those long term goals. He then gave us a list of actions we needed to do as well as what EFS could do on our behalf. In our opinion, this was incredible value and the long term benefits will far outweigh the cost of this advice and action. I would highly recommend."
Nicola, 35 - 45 years, Lane Cove, NSW
"Michael is a great advisor who took the time to understand our goals and help steer us in the right direction. He’s knowledgable, professional and friendly, and we always leave meetings feeling more confident about our next steps. He’s helped guide us through estate planning, investment decisions, insurance, taxes and an international relocation. We’re glad we have him helping us with our financial goals."
Vivienne, under 35 years, Randwick, NSW
"Michael guided me through retirement lifestyle planning - a confronting process when you've been too busy working to think about a retired future. He fully familiarised himself with my personal situation and gave me understandable and well explained recommendations about consolidating and building super and minimising tax obligations. The result is a comfortable self funded early retirement. I consider Michael a friend and continue to recommend him to others."
Glenda, 56 - 65 years
"Michael carries an impressive knowledge of financial workings which constantly goes beyond what I would expect. He is extremely personable and I leave every meeting feeling empowered and excited for the future. He is independent and reliable and I have already recommended him to several others. I feel very glad to have found him to help us with our financial planning."
Alena, 35 - 45 years
"Michael is always available and his advice to me l accept and always go with his recommendations"
Ron, 65+ years, Bacchus Marsh, VIC
"Michael is an independent financial advisor with a great level of expertise. He took time to get to know us both and our position and goals before trying to delve into products and services."
Richard, 35 - 45 years, Maroubra, NSW
"Michael gives me confidence that I am investing wisely for my future in line with my own circumstances and risk profile. He is easy to understand, down to earth and very up to date witj the investment world IMHO. I have no hesitation in recommending Michael."
Andrew, 46 - 55 years
"Very happy with Michael's pro-active and professional approach that was tailored to our needs and personalities."
Dieter, 56 - 65 years, St Ives, NSW
"Michael is a great adviser - extremely knowledgeable, professional, friendly, and helpful, with a very pro-active approach. He has taken the time to really understand my financial state and prepare and action a plan which works for me. I feel so much better about my financial situation after working with Michael! I strongly recommend his services."
Simon, 35 - 45 years, Neutral Bay, NSW
"Michael is a thorough and pro-active adviser. He takes the time to understand our financial and personal situation and future goals. He is able to articulate an appropriate strategy based on our goals and risk profile."
Jason, 35 - 45 years

What our clients are saying on Adviser Ratings

Complimentary 15 Minute Chat

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Jane Brown

Head Accountant

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