Liberata Wealth

Liberata Wealth is a Subiaco financial advice practice founded by Zorica Popovska, whose background spans accounting, corporate finance and advisory roles in larger financial institutions. The firm emphasises making financial questions approachable and understandable.

Its services include investment advice, financial planning, personal financial management and aged-care advice. The practice follows a staged advice process, moving from understanding a client's position and goals to recommendations, implementation and later reviews.

Financial planning connects income, spending, liabilities and family responsibilities to goals with different time frames. The distinction between accessible reserves and money intended for future milestones provides a basis for later investment choices. Retirement planning considers both the transition out of employment and how savings will be used afterwards. Superannuation access, regular expenditure, cash reserves and longer-term investments may each have different roles. Superannuation advice connects contributions, investment settings and access to benefits with a client's broader retirement plan.

For households nearing or already in retirement, advice may focus on the relationship between superannuation, assets and everyday spending. Clients earlier in their financial lives may begin with cash flow, investments or protection, with decisions kept connected to practical objectives.