Developing and maintaining ongoing supportive relationships with my clients is a major priority for me, and I am committed to providing you with professional advice and personal service to help you achieve your goals and build a secure financial future. While I can help you with your broader financial needs, my particular area of expertise is in residential and commercial property lending.

I have been involved in the financial services sector for four decades, and have been a financial adviser since 2001. I’ve established and maintain solid relationships with a number of lending institutions to ensure that my clients get the best possible solution tailored to their individual requirements.

Continued education is highly important to me. I’m a Chartered Accountant and have completed a Diploma in Business Studies (Personal Financial Planning). With these credentials, clients can be confident that their financial needs will be appropriately assessed prior to making a final recommendation.

On the weekend you can usually find me developing the rural lifestyle property in Albany I live on with my wife Gail. I have three children and recently became a grandfather to my second grandchild!

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I’m a director and co-founder of Liquid, and have been a Financial Adviser since 1993. I focus on providing advice on retirement and investment planning, KiwiSaver and personal and commercial insurances.

Being constantly aware of the most recent developments in the marketplace allows me to suggest the best solution to meet your individual needs, so I regularly attend conferences and seminars to keep up to date with continuing changes in the industry. I’ve been married for 27 years, have two children and enjoy boating, fishing and spending quality time with friends and family.

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I joined Liquid in June 2019, and am a qualified financial adviser focusing on residential lending. I love making lending easy for our clients, and helping them through one of the biggest decisions of their lives! I am also responsible for marketing at Liquid.

After graduating Auckland University, I spent 6 years in ASB KiwiSaver Investments, and followed that up with 4 years working as a Digital Marketing Specialist for Sealegs Amphibious Boats.

When I'm not helping solve marketing issues or helping provide solutions for our clients, you can find me playing squash or golf, in front of the TV with a PlayStation controller in hand, or spending quality time with my wife and son.

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I joined Liquid in January 2021 as a financial advisor and now provide services in personal risk insurance, investments & KiwiSaver, mortgages/lending, and commercial insurances.

No two people are the same, and this adage is always at the core of my advice. I ensure my guidance meets my clients’ goals and fits their unique situations. I have a passion for helping others, which is something my colleagues at Liquid share – and one of the main reasons I joined the team.

I graduated from Victoria University of Wellington in 2018 with a Bachelor of Commerce. I have a keen interest in the economy and how our profession continues to evolve with the needs and requirements of the people within it. This motivates me to continuously further my education and to continue to gain a greater understanding of economics and financial advice.

I am a keen fisherman – though not often a successful one –there is nothing better than a day on the water! I am also an avid rugby fan and will not miss a Blues game. I enjoy spending time with my family and bringing everyone together around the dinner table.

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I have been an Office Administrator for Liquid since April 2005, with previous experience in administration of Home Loans and Debenture Stock / Capital Notes Investments. My main roles are managing the office – with a focus on compliance – and acting as PA for Russell Jones. Much of my time assisting Russell is spent liaising with clients with regard to General Insurance, Personal Risk, Health Insurance, Investments or Home Loans.

I also ensure the office runs smoothly. In addition to compliance I also spend time on marketing, liaising with product partners and general office management.

I live in South Head with my partner Mark, our children Jimmy & Pearl and my mother Leigh – plus our dog, three cats and flock of chickens and ducks! My interests include rugby (in a supporter capacity), reading, handcrafts, walking, cooking, gardening and travelling.

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I have worked for Liquid for the past 7 years, managing all Fire and General Insurance – House, Contents, Car, Travel and Construction projects. Prior to this I spent 15 years at Vero Insurance involved in training for new staff and upskilling existing staff on new insurance products.

I live in Mairangi Bay with my husband of 23 years and my three boys aged 11, 18, 21 – so life is never boring! In my spare time I love camping and exploring the country with family and friends in our caravan. I also love travelling overseas and recently visited the exciting and vibrant Bali.

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I have worked at Liquid for 5 years supporting the administration team. For the 15 years prior to that, I worked as a photographic stylist, creating beautiful scenes for photographers to capture. I am originally from Detroit, but moved to Northern California in my early teens. I moved to New Zealand many years ago, but still support the Golden State Warriors! I live in Westmere with my husband of 28 years, and we have two adult children who both live in Wellington. In my free time I enjoy walking and playing tennis with friends and visiting the capital to spend time with our children.

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I have worked in the finance industry for over 25 years and focused on the Korean market.

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