LIBERTY LIFE
Working with individuals, families and business owners for over 20 years
We provide insurance, investment and retirement planning services. Our clients entrust us to help them make smart decisions about their money which we understand represents their dreams, savings and sacrifice. We take this responsibility seriously and we are dedicated to doing what is best for our clients.
“Your friendly and reliable advice has meant that we as a family are now secure for any eventuality and with peace of mind that your expertise is only a phone call away.
You have completely taken away the stress of that question we all ask - what if..."
Craig Prosser | Insurance Client
“James took the time to understand what was important to us, helped us better understand the different strategies available, then tailored a KiwiSaver plan to help us achieve our retirement goals. Excellent service and advice”.
Deidre and Bruce Gordon | KiwiSaver Clients
“James helped us put an investment plan in place to help us achieve our retirement goals. From helping us understand what we needed to think about, to helping us monitor our progress, to providing guidance has all been extremely helpful. We feel more confident about our future”
Barbara and Nigel Watson | Investment Clients
Free Resource - Pursuing a Better Investment Experience
Key Principles to Improve Your Odds of Success