Financial freedom

starts here

Ready to take control?

Find out how we can help

LIFE’S TOO SHORT TO WORRY ABOUT MONEY

Liberata Wealth can help you get on the path to financial freedom

Liberata Wealth is a privately owned financial advisory practice. We believe that financial advice is one of the most important investments you can undertake for yourself and your family. We specialise in effective, easy to understand advice aimed at helping people to achieve their financial goals.

regardless of your life stage

Accumulate & protect your wealth, and retire comfortably

We help people at every stage of life and from all financial situations to accumulate and protect their wealth and retire comfortably. With busy personal and professional lives, our clients appreciate us taking the guess work out of making the right financial decisions. We help you make the most of your superannuation, investments and insurance through tailored financial planning.

Our Specialties

Our aim is to provide effective and easy to understand advice. Tailored to you.

This is where we can help. At Liberata Wealth, we are committed to providing clients with friendly, professional and high-quality personalised service that’s built on trust. Being privately backed, the interests of all our clients are placed first, making sure they remain our priority throughout the journey.

Services

What We Can Do For You

We understand that financial planning can often be complex. We pride ourselves on using plain language to educate and empower you to make smart financial decisions. Our experience and expertise will help you deal with obstacles that come up along the way and put you on the right path towards making your financial goals a reality.

Superannuation

Making your superannuation savings work for you

Retirement Planning

The key to a successful retirement is careful planning

Insurance

The protection you need, the peace of mind you deserve

Investment Advice

For investors that value expert advice

Financial Planning

Guiding you towards a secure financial future

Financial Management

Gain control of your finances

Aged Care Advice

Navigate the complexities of aged care

Our Founder

Zorica Popovska

B.Comm(Acc & Corp.Fin), AdvDipFS(FP), FPA

Meet the founder of Liberata Wealth Zorica Popovska Perth Financial Planner

Zorica has over 15 years’ experience working in the finance industry, ranging from boutique firms to senior advisory roles at some of Australia’s largest banks. She is passionate about providing quality advice to improve her clients’ financial wellbeing, prompted by her own experience receiving advice. She has since been able to help many people, regardless of their current financial standing, accumulate and protect their wealth and retire comfortably.

Process

Our Advice Process

It takes more than one meeting to make sure you are financially ready for the future. At Liberata Wealth we want you to make the most of your advice, which is why we follow a five-step advice process to help us understand you needs, set your goals and keep your financial plan on track over the long term.