Financial and Investment Planning at Liberate involves the process of:
- Understanding your needs
- Initial financial advice & plan
- Implementation of the financial plan
- Ongoing monitoring of the financial plan
Business Packages for You
We believe in delivering outstanding value at competitive prices. For this reason, all of our fees are based on what we do, not how long we take to do it.
The Compliance Business Package
Is suitable for most startup and small businesses.
The Strategic Business Package
Is suitable for business owners seeing compliance plus ongoing strategic and proactive advice from their adviser.
The Financial Controller Business Package
Is suitable for those businesses seeking a virtual CFO to effectively take care of the finance function and free the business owner up to grow the business.
Call or email us to book in your free consultation where we will listen to your needs and answer your queries.
We understand you are busy and that is why we can meet after hours where required, and at a location that suits you.