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Liquid Financial Advice provides just that - personalised, expert advice on financial matters. If you're buying a home, looking to invest, need insurance or need a full financial plan, Liquid can help you make sense of the options and advise you on what suits you best.
why use an adviser?contact usThere are a lot of ways a Liquid Financial Adviser can help - including (but not limited to):
Liquid financial advisers have been working with New Zealand lenders for almost 20 years, staying on top of ever-changing rules and bargaining for the sharpest rates to ensure the best result for our clients. We stay in your corner from start to finish, taking the stress out of what can otherwise be a lengthy and complicated process.
We do all the work in comparing your options in the market, pairing you with the ideal lender and helping you choose the best structure for your goals - get in touch now to learn more.
The insurance market is always changing, and so are you. That means your insurance needs, and which provider can cover them, can come out of alignment. More than that, there may be insurance products out there that are perfect for your situation that you've never considered. No two policies are created the same, but it's our job to find the ones that are ideal for you.
Liquid offers insurance reviews, both for new clients and existing, to make sure you're covered when you need it.
If you've got money to invest, chances are you're looking to make that money work for you. Our Liquid advisers are experts in creating and managing investment plans to do just that. We'll talk to you about your goals and specific needs and create your personalised plan from there, then, if and when things change, help you adjust to suit.
Once you're invested with Liquid, you'll get regular updates on fund performance and balances, and we'll keep in touch.
No matter if you're borrowing for your home, managing your insurances or investing, we know that things are always changing, both with you and with our industry partners.
That's why we make regular contact with our clients to ensure that their plans, products and services are current and relevant to their personal circumstances.
Your Liquid Adviser is here to help - and we're only ever a call away if you have any questions.
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Advice
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Our advisers are engaged directly by Wealthpoint Limited, which holds a financial advice provider licence. For more information, visit their website here.
