About Us

Limberg Asset Management is a family owned business providing smart asset management solutions that meet our clients’ financial goals and achieve solid returns.
Under the directorship of Terry Limberg, we have streamlined and simplified an approach to investing which is sensitively adjusted to suit the market, and the individual needs of our clients.

The market operates in cycles. It’s a matter of attempting to recognise the early signs of cyclical change and quickly adapting to them.

Peace of mind

It’s a successful approach and one that allows us to build close relationships with our clients no matter their location. 
First we listen to fully understand your situation, needs and financial goals. Then we work out investment ideas that are based on sound investment strategies to maximise opportunities

We take ego out of the equation

It’s also a method which differs from many other fund managers that tend to view diversification as critical to their investment strategy. While diversification is important, we believe it’s not always essential. 

We get the small things right

We use smart and sophisticated systems, are receptive to market fluctuations, and give our clients the best opportunities to make money to continually exceed the average.

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Our People

Terry Limberg

Director

Terry Limberg's experience in investment strategy spans over 30 years. After graduating from the University of Technology with a Bachelor of Business majoring in Accounting in 1977, he was admitted as a Chartered Accountant in 1979. Terry became an authorised representative of David W Lee & Associates. There he provided advice and ongoing support on financial products to retail and wholesale clients.

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