Financial planning that helps you get more from your money

We manage your investments as if they were our own.

Our why

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 a family business, we endeavour to build long term relationships based on trust, open communication and our three core beliefs – honesty, integrity and professionalism.

Meet our team

Dependable relationship

Unique investment strategies

Actively manage and assess investment risk

Access to our network

Services tailored to you

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 and tax reporting linked to your accountant.

Insurance

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

Who we help

Young professionals

Starting your career brings opportunity and important financial decisions. We help young professionals build strong foundations by establishing smart cash flow habits, managing super, structuring investments, and putting the right insurances in place.

Whether you're progressing in your career, growing your income, or planning for major milestones such as purchasing your first home, we provide clear, strategic advice to help you build wealth early and make confident financial decisions.

Families

As life becomes busier and financial responsibilities grow, having a clear strategy becomes even more important. We work with families to create structured financial plans that balance lifestyle needs today with long-term security.

From protecting your family with appropriate insurance cover to planning for education costs and building long-term wealth, we help bring clarity and direction to complex financial decisions.

Senior Couple Relaxing at Cafe and Having Coffee

Navigating retirement

Retirement is a significant transition, financially and personally. We help clients approach this stage with confidence by ensuring their wealth is structured to provide sustainable income and flexibility throughout retirement.

Whether you are preparing to retire, transitioning from full-time work, or already retired, we focus on protecting your capital, generating reliable income, and managing risk through changing market conditions.

Learn more

Market commentary

September 2026

12 Oct 2026 | Market Commentary

September 2026 Quarter in Review The S&P/ASX 200 Index delivered a bumpy ride for investors over the September quarter, finishing 0.12% higher after a steep September sell-off. While July started strong breaking though 9,000 points driven by Australia’s biggest companies,…

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June 2026

7 Jul 2026 | Market Commentary

June 2026 Quarter in Review The S&P/ASX 200 Index staged a resilient recovery during the second quarter of 2026, climbing back to 8,779 points and recouping a significant portion of the losses incurred during March’s steep correction. Following a turbulent start to the year, the…

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March 2026

7 Apr 2026 | Market Commentary

Quarter in Review: High Volatility Amidst Global Tensions The Australian equity market experienced a transformative first quarter in 2026, marked by extreme performance swings. After reaching a record high of 9,202 points in February, the S&P/ASX 200 encountered a sharp…

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More commentary

Take the first step towards better money management

Let's have a chat and see how we can help you achieve financial independence.