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welcome to liquid

If you're reading this, it means one of our clients has referred you in which case - welcome! This page is designed to give you the crash course on our business - our services, why you should use us as your adviser and even some testimonials from current clients. Dive in below - we look forward to hearing from you.

Our Storycontact us

Our story

Liquid Financial Advice was co-founded by Peter Moore and Russell Jones in 2004. Since then, the team has grown to 10 staff, spread across the wider Auckland and Northland region.

Liquid's vision has always been to provide quality, unbiased advice to every single client, and we do that by ensuring that all of our advice comes from Authorised Financial Advisers. Our advisers have a wide range of experiences and expertise and undergo continued education to stay on top of changes in the market, legislation and best practices.

This vision has allowed us to create and maintain strong relationships with our clients and all the people they refer to us. Many of the first home buyers we deal with are the children of our existing clients, and many of our wealth and risk clients have stayed with Liquid through adviser changes, group changes and more. We value each of our clients, and it shows.

If financial health means as much to you as it does to us, give us a call or send us an email and we can discuss how our advice can help you progress financially.

Get Started >

Our Services

Click the link below to download a PDF detailing all the financial services offered by Liquid Financial Advice. If there's something specific you're looking for, fill out the form below or contact us and we can have a chat.

LEARN MORE

Why Use an Adviser?

You might be asking yourself - why use an adviser, why not do it myself? There are many answers to this question - some of which may be relevant to you and others which aren't. Click the link below to read our PDF on why you might benefit from using a Liquid Financial Adviser.

GET IN TOUCH

Testimonials

Sometimes, it's better to hear it from someone else. We have collected testimonials from of our clients, some of whom have been clients for years or even decades! Click the link below to download a PDF of some of our client reviews.

SPEAK TO AN EXPERT

Ready to chat?

Click the link below to navigate to our new client form - it's only a few questions and lets us know how you want to be contacted, and when. If you'd prefer, you can just pick up the phone and give us a ring. We look forward to working with you!

CONTACT US
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