Libero Capital Pty Ltd
We are deeply committed to helping you perpetuate, protect and transfer your entire wealth in line with your personal and family vision. We are true partners for you and your family, no matter the shape or size. Shared thought, shared values, shared experiences, shared risk, and shared reward symbolise how we work with you. With an approach integrated across the full spectrum of financial disciplines, we are client orientated, solution driven, and execution focused.
We are deeply committed to helping you perpetuate, protect and transfer your entire wealth in line with your personal and family vision. We are true partners for you and your family, no matter the shape or size. Shared thought, shared values, shared experiences, shared risk, and shared reward symbolise how we work with you. With an approach integrated across the full spectrum of financial disciplines, we are client orientated, solution driven, and execution focused. Services We Are a Family Wealth Office insights | perspective | values | relationships | aspirations | choices Our simple mission is to help you put your entire estate into perspective and in so doing assist you to perpetuate, protect and transfer your entire wealth in line with your personal and family vision. We accomplish this through our two distinct service and advice offerings: WEALTH ADVISORY Cashflow Management & Planning Life Management & Budgeting Wealth Governance Strategic Financial Planning Investment Planning Estate Planning & Wealth Transfer Risk Management & Insurance Services Business Succession & Planning Training & Education INVESTMENT MANAGEMENT Individually Tailored & Diversified Portfolios After Tax Return Focus Objective Advice Proprietary Risk Management Approach Integration with Wealth Advisory Strategies Transparency Performance & Tax Reporting Direct Investment Expertise
Address: Level 3, Suite 2, 7 Macquarie Place Sydney, NSW 2000, Australia
Phone: +61 2 9119 3696
FAX:
