About us
Wealth Protection’s function is to take care of you and your family in the event of you not being able to do so yourself anymoreAbout Us
Our mission is to identify possible surprises and empower you with the insights needed to make informed decisions.
With our analytical approach, we address shortfalls and negatives head-on, alleviating stress and paving the way for a future where you can thrive, secure in the knowledge that your finances are in expert hands.
Being an independent financial planning practice offers us the freedom to provide unbiased, client-centred advice, and the flexibility to tailor financial solutions from a wide range of products and services, ultimately empowering us to build a personalised and trusted service that aligns with our professional values and our client’s best interest.
We invite you to come and test for yourself if we are worthy to be appointed as your financial planning practice.
What does our F.I.T. approach actually mean?
- Focused: At Licwidity we concentrate on understanding a client’s current financial situation, goals, and risk tolerance. This deep understanding enables us to create a personalised financial strategy that addresses the client’s specific needs and objectives. By focusing on the client’s unique circumstances, we can identify and address any blind spots in the client’s financial plan that may not have been apparent to the client or that were overlooked in the past.
- Independent: Independence allows the us to evaluate a wide range of financial products and services from various providers without any obligation to promote proprietary products. This means that clients receive recommendations that are in their best interest rather than being influenced by sales targets or limited product offerings. As an independent financial services provider we can offer a more comprehensive view of the financial landscape, helping our clients to see potential gaps or weaknesses in their financial plan that they might not have considered.
- Transparent: Transparency in financial planning means that we clearly communicate the strategies, products, and fees involved in the financial plan. This openness builds trust with our clients and ensures that they fully understand their financial situation and the decisions being made. Transparency also helps in identifying blind spots by ensuring that all aspects of the financial plan are visible and discussed, leaving no room for hidden risks or costs.
For a client considering partnering with Licwidity, these attributes highlight the value of a long-term relationship built on trust and effective financial management. The aim of being focused, independent, and transparent is to ultimately take care of our client’s financial future.
Talking about your finances should be easy
We would like to get to know you.
Let’s have a coffee so that we can help you establish your needs.