I am an Accredited Specialist SMSF Adviser and Certified Financial Planner.
We provide both strategic and technical advice and manage investment portfolios and assets for Self managed Super Funds. We will assist with outsourcing administration.
At Libra Financial Services we identify your needs and goals;
Formulate the strategy required to develop your plan;
Determine how to structure then implement your plan to succeed;
Provide ongoing management to monitor your plan, keep you focused, then review & adjust to achieve the desired outcomes.
We prefer to build relationships with you and your other professional advisers and act as a 'project-manager' to ensure all advice and services are coordinated and tailored to provide what you want. If we do not possess the required expertise we will source it and liaise to ensure the appropriate delivery and outcome.
We proactively focus on adding value in the level of advice, service and material outcomes that is measurable, relevant and matters to you. It's all about you and that's what makes the difference.
With combined experience of over 50 years, we have the skills and knowledge to understand your situation and needs, then tailor our services to suit you. We offer technical and specialist advice on a range of key personal and business matters.
We offer structures services or pay-as-you-go on a fee basis. Contact us directly or refer to our website for more information.
Value for money? We offer the first meeting obligation-free as our gift so you can decide
Get in touch with Lionel Wootton-McDonald