Financial freedom
starts here
Ready to take control?
Find out how we can help
LIFE’S TOO SHORT TO WORRY ABOUT MONEY
Liberata Wealth can help you get on the path to financial freedom
Liberata Wealth is a privately owned financial advisory practice. We believe that financial advice is one of the most important investments you can undertake for yourself and your family. We specialise in effective, easy to understand advice aimed at helping people to achieve their financial goals.
regardless of your life stage
Accumulate & protect your wealth, and retire comfortably
We help people at every stage of life and from all financial situations to accumulate and protect their wealth and retire comfortably. With busy personal and professional lives, our clients appreciate us taking the guess work out of making the right financial decisions. We help you make the most of your superannuation, investments and insurance through tailored financial planning.
Our Specialties
Our aim is to provide effective and easy to understand advice. Tailored to you.
Services
What We Can Do For You
We understand that financial planning can often be complex. We pride ourselves on using plain language to educate and empower you to make smart financial decisions. Our experience and expertise will help you deal with obstacles that come up along the way and put you on the right path towards making your financial goals a reality.
Superannuation
Making your superannuation savings work for you
Retirement Planning
The key to a successful retirement is careful planning
Insurance
The protection you need, the peace of mind you deserve
Investment Advice
For investors that value expert advice
Financial Planning
Guiding you towards a secure financial future
Financial Management
Gain control of your finances
Aged Care Advice
Navigate the complexities of aged care
Our Founder
Zorica Popovska
B.Comm(Acc & Corp.Fin), AdvDipFS(FP), FPA
Zorica has over 15 years’ experience working in the finance industry, ranging from boutique firms to senior advisory roles at some of Australia’s largest banks. She is passionate about providing quality advice to improve her clients’ financial wellbeing, prompted by her own experience receiving advice. She has since been able to help many people, regardless of their current financial standing, accumulate and protect their wealth and retire comfortably.
Process
Our Advice Process
It takes more than one meeting to make sure you are financially ready for the future. At Liberata Wealth we want you to make the most of your advice, which is why we follow a five-step advice process to help us understand you needs, set your goals and keep your financial plan on track over the long term.