Michael Rees-Evans

Libertas Private Wealth Pty Ltd

Platinum

24 Yrs Experience

Belrose, NSW 2085

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One of Australia's few truly independent financial advisers, we aspire to help clients find freedom through independent financial advice. Our financial advice for an agreed fee provides peace of mind and greater certainty that objectives will be achieved.

Superannuation
Insurance Protection
Managing Debt
Self Managed SuperFunds
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

Wer have an open and honest fee structure. You may pay us a fee (‘fee for service’), which is based on the scope, size, complexity and value of the services provided.

We refund any commissions received in respect of any existing life insurance product, and turn them off for any new policies.

5.00 August 2026

Michael is passionate and knowledgeable. He starts by wanting to clearly understand the goals of his clients, before offering any specific financial advice or strategies. I have benefited greatly from this person-centered approach, where it's safe and encouraged to ask questions (even basic ones!). This has meant that for a first time financial and wealth planning client like myself, I'm confident that the decisions I make on behalf of my family will most in line with our goals and aspirations.

5.00 March 2022

Tailored financial investment strategies according to me and my family’s short term and long term goal.

Ongoing planing, adjusting, and reviewing my wealth when there was needed.

As an advisor, Michael is Prudent, knowledgeable, good listener and accommodating.

His knowledge is all round, from wealth maintenance to develop to will and estate which give me a peace of mind if anything happens to me, I know my family’s interest is protected.

He always acts upon the clients best interests.

He is trustworthy. And I would highly recommend him as a long term advisor for families.

4.75 May 2020

Michael is always available and his advice to me l accept and always go with his recommendations

4.75 May 2020

I am very happy with Michael’s expertise in managing my self managed super fund. He notifies me to arrange a meeting when changes need to be made and explains the the advantages of their decisions. He has good communication skills which is important to those who need an easy to follow explanation. I would recommend Michael to anyone looking for a financial adviser.

4.50 May 2020

Overall Michael is very good. Knows his stuff and explains well. Sometimes I feel I have to follow up. Would be great to get updates, even if the update is no movement.