What is our mission? Why do we do what we do?
We want to financially liberate our clients through providing innovative, creative and life changing financial advice. Our clients are our extended family, we want to be the most positively influential company they interact with. Going above and beyond is our minimum standard. Our commitment is to walking our client’s paths with them and building long term relationships on a foundation of trust. There is NOTHING else more important to us.
Who are we?
Amor De Libasic
Amor has been working in finance for the better part of 15 years. He was recognised as one of the top 20 planners nationally before leaving Westpac to begin his own firm. He holds a Master’s Degree in Financial Planning from the University of New South Wales, a Degree in Commerce majoring in Finance and Economics from the University of Sydney, an Advanced Diploma in Financial Planning, accreditations in Self Managed Superannuation Funds, Business Insurance, Margin Lending and Direct Shares. He is also qualified tax (financial) advisor.
Where are we?
We service a wide area across Sydney and are able to meet at the following addresses:
100 Walker St, North Sydney NSW 2060
133 Castlereagh St Sydney NSW 2008
60 Station Street Parramatta NSW 2150
Many of our clients also enjoy the flexibility of home visits as well as virtual meetings.