June 2024 Quarter in Review
In the June quarter the ASX200 run faltered recording a fall of 129 points or 1.6% closing at 7,768. The market traded sideways ov
Our approach is simple. We provide smart asset management solutions that help you achieve your financial goals.
Our streamlined and simplified processes are adjusted to suit the ever-changing market, so you can be sure you’re always getting the best advice when you need it most. We like to work with you for the long term, helping you make the most of your money no matter what stage of life you’ve reached.
Why choose us
We understand how important trust is when it comes to financial advice. Over 300 satisfied clients have chosen to build an ongoing relationship with us based on our three core principles – honesty, integrity and professionalism.
- Experienced. Our combined years of knowledge mean you can be sure you’re getting the best advice regarding your money and assets.
- Honest. If an investment strategy is not right for you, we’ll tell you, and will find a better solution.
- Trustworthy. We’re a family business with values based on integrity. We put your needs first.
- Attention to detail. We use smart and sophisticated systems that are receptive to market fluctuations, so we always have our finger on the pulse.
- Independent. We’re not affiliated with any of our investment partners, so our advice is given with your best interests in mind.
Meet the team
Terry Limberg – Managing Director
Terry’s experience in investment strategy spans more than 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. In the early 1980s Terry began providing financial advice and ongoing support to a range of retail and wholesale clients.
Terry founded Limberg Asset Management in 2010. Terry’s investment philosophy hinges on using smart systems and savvy people who can think and respond to change quickly. He is an associate of the Financial Institute of Australasia (Finsia) and a member of the Institute of Chartered Accountants Australia.
Christopher Limberg – Director
As a graduate of Macquarie University majoring in History, Chris completed post-graduate studies in investment, superannuation and retirement planning. Chris gained much of his hands-on finance experience at Colonial First State. During this time, he learned the complexities of funds management directly from industry leading fund managers. This experience provided an insight from the perspective of the fund manager, the financial advisor and the investor.
Chris joined his father Terry in 2008 to help grow the business and service existing clients. During this time he continued to develop his knowledge and gained his Advanced Diploma of Financial Planning.
As part of the Limberg Asset Management investment committee he helps with investment research and portfolio construction. His continuous education involves current studies for a Masters of Financial Planning.
Kieran Limberg
Kieran graduated from Macquarie University with a Bachelor of Commerce, and gained valuable financial experience working for a number of years with Man Investments and on the National Australia Bank sales team.
Kieran joined his father Terry and brother Chris at Limberg Asset Management to provide valuable support and help with investment research, product development and client management.
As a family run business, Kieran adds strong commitment, loyalty and stability to an already established and reputable company.
We also like to give back
We have a dedicated charity account where we’re proud to invest a portion of our profits to go towards helping others. Our goal is to support our preferred charities with annual donations, including:
- The Salvation Army
- The National Breast Cancer Foundation
- The Sydney Children’s Hospital
- St Vincent de Paul’s CEO Sleepout
- Father Chris Riley’s Youth Off The Streets
- The Cancer Council
Ready to get more from your money?
Client Logins
News
MARKET COMMENTARY - March 2024
Mar 31, 2024
March 2024 Quarter in Review
The March quarter saw the ASX200 close 306 points higher at 7,897 points, a 4% increase, extending the market run since November