Financial planning that helps you get more from your money

At Limberg Asset Management, we specialise in helping you achieve financial independence.

We provide financial planning and investment advice to individuals, and can manage and invest your assets on your behalf. As an independent, family business, we endeavor to build long term relationships based on trust, open communication and our three core beliefs – honesty, integrity and professionalism.

By partnering with us you will receive:

• A dependable relationship that caters for your needs throughout the various stages of your life
• Unique investment strategies tailored to help you achieve your investment goals
• Advice on how to actively manage and assess investment risk so you are confident in your investment strategies
• Access to a network of industry professionals and investment opportunities for even greater success

You’ll receive trusted advice on how to make smart investments, grow your wealth and achieve your financial goals.

Financial Advice

Financial planning advice tailored to your circumstances and situation.

Superannuation

Superannuation, rollover and pension advice aimed at achieving your retirement goals.

Self-Managed Super Funds

Investment strategies for self-managed super funds to make the most of your money.

Investments

Advice on the acquisition or disposal of investments so you make the right decision.

Portfolio Management

Help managing your investment portfolio with online access & tax reporting linked to your accountant.

Insurance

Advice on life, disability and income protection insurance for peace of mind.

Take the first step towards better money management

// Book your free initial consultation