About Liberty Wealth Partners Ltd.
Liberty Wealth is a fee-only emotionally-intelligent wealth management firm, offering holistic financial planning and investment management services.
Liberty Wealth guides you to financial freedom and true peace of mind through a wealth management process that goes far beyond investments. They combine technical expertise with an understanding of their clients' identity and priorities in order to construct the most accurate portfolios. Their investment management process is goal-based - they invest their clients' portfolios in the assets that have historically given them the best change of achieving their goals.
They act as a fiduciary - always prioritising the interests of their clients and never selling products or accepting commissions or kick-backs from investment providers.
Services Offered: Financial organisation, retirement planning, retirement withdrawal strategies, cash flow analysis, planning for major purchases, estate planning coordination, education funding, pension plan analysis and risk management (life insurance, property insurance and asset protection).