Our Process

Libertas Wealth Management has established a six-stage wealth management investment process to deliver independent investment advice to our clients. Our adviser is industry qualified and will work with you to ensure that you understand what investments we are recommending as part of an overall plan to attain your financial goals.

Through our robust investment selection process, we are able to provide access to a variety of investment portfolios managed by a number of Discretionary Fund Management teams.  The companies that we entrust are regularly monitored to ensure that they are still fulfilling our client’s requirements.

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Identify your needs and objectives


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We will work with you to understand your priorities and identify your objectives so that we can create a plan that helps you achieve your goals. Here we would like you to look closely on what you want from your wealth, rather than just accruing assets with no target or goal to work towards.

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Gather Information


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Once we’ve discussed your goals we’ll validate them to identify what you can realistically achieve. A vital part of this process is measuring the level of risk with which you are comfortable with before any advice is given. We will ask you to complete a Risk Questionnaire based around risk tolerance.

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Prepare an analysis


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Once we have gathered all the information, we use a variety of extensive research tools to identify the most appropriate solutions based upon your objectives and attitude to risk. This analysis will provide you with options that best suit your needs and will help to develop a personalised plan of action.

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Develop a plan of action


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At this stage, we will be making specific recommendations on investment products and providers, as well as advising the best suited platform service for holding your investments. We will provide you with specific illustrations and full disclosure of costs involved before any plan is agreed and implemented.

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Implement your plan


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Once you are satisfied with the recommended plan of action, we will administer it by completing all the paperwork, submitting it to the financial institution and ensuring everything is done in a timely fashion. We’ll make sure you’re making the most of your opportunities.

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Monitor your progress


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Our review process is an integral part of our service. Personal circumstances change, which means that your objectives or attitude to risk may change. Our ongoing service ensures that we will review your portfolio to ensure that it continues to meet your needs and you remain on track with your objectives.

Info

Identify your needs and objectives

We will work with you to understand your priorities and identify your objectives so that we can create a plan that helps you achieve your goals. Here we would like you to look closely on what you want from your wealth, rather than just accruing assets with no target or goal to work towards.
Info

Gather Information

Once we’ve discussed your goals we’ll validate them to identify what you can realistically achieve. A vital part of this process is measuring the level of risk with which you are comfortable with before any advice is given. We will ask you to fill a Risk Questionnaire based around risk tolerance.
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Info

Monitor your progress

Our review process is an integral part of our service. Personal circumstances change, which means that your objectives or attitude to risk may change. Our ongoing service ensures that we will review your portfolio to ensure that it continues to meet your needs and you remain on track with your objectives.
Info

Prepare an analysis

Once we have gathered all the information, we use a variety of extensive research tools to identify the most appropriate solutions based upon your objectives and attitude to risk. This analysis will provide you with options that best suit your needs and will help to develop a personalised plan of action.
Info

Implement your plan

Once you are satisfied with the recommended plan of action, we will administer it by completing all the paperwork, submitting it to the financial institution and ensuring everything is done in a timely fashion. We’ll make sure you’re making the most of your opportunities.
Info

Develop a plan of action

At this stage, we will be making specific recommendations on investment products and providers, as well as advising the best suited platform service for holding your investments. We will provide you with specific illustrations and full disclosure of costs involved before any plan is agreed and implemented.
libertas2019Our Process