Margaret Liu

Margaret Liu

Founder and Principal Financial Planner of Target Wealth

Margaret is the founder and Principal Financial Planner of Target Wealth, based in Melbourne, Australia.

Margaret holds a Bachelor of Business (Financial Planning) from the Royal Melbourne Institute of Technology (RMIT). With over 10years’ experience in Banking and Finance, she has worked with ANZ, NAB and Westpac.

In 2014, Margaret felt the time was right to create a Financial Planning firm with a focus on people and Fee for Service. She believed (and still believes) that the effectiveness of an adviser stems from his or her relationships with clients in providing a truly personalized service. Target Wealth was born.

With a passion for people and finance, Margaret views her clients as both her greatest supporters and beneficiaries of her beliefs. She is thankful everyday for the opportunity to do what she loves and work with people she holds in great esteem–clients and colleagues alike.

In her spare time, Margaret enjoys spending time with her husband and newborn son. She loves to read and sketch whenever time and circumstances permit. Often, to great music of various genres. Margaret also enjoys great food and cultural experiences. Her hopes are to travel the globe with her husband in retirement.

Target Wealth more than money

Margaret Liu
Target Wealth

T: (03) 8658 5981
E: contact@targetwealth.com.au
W: www.targetwealth.com.au

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