How we help you
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Why Liberty Life Exists
Your life is bigger than numbers. Your financial plan should be too.
We help you:
Gain clarity about what truly matters
Build a strategy that aligns your money with your life
Move from uncertainty to confidence
Make smart decisions with a trusted expert by your side
Because a great plan doesn’t just protect your future — it enhances your present.
Our Advice Philosophy
Financial planning is a partnership — not a transaction.
We combine:
Evidence‑based decision‑making
Advanced modelling tools
Personalised advice tailored to your values
Clear communication and ongoing support
Your plan evolves as your life evolves.
Your Journey With Us
A simple, proven process designed for clarity and momentum.
1. Discovery
We uncover your goals, values, and priorities — financial and non‑financial.
2. Strategy & Modelling
Using leading planning tools, we build a personalised roadmap.
3. Implementation
From investments to insurance, we set up everything with precision.
4. Review & Guidance
As life changes, we adjust your plan so you stay on track.
Why Clients Choose Liberty Life
A warm, relationship‑driven approach
Clear and unbiased advice — always in your best interests
A structured planning process that creates real momentum
A trusted partner for life’s biggest financial decisions
Your success is our purpose.
Ready to Build the Life You Want?
Our Financial Planning Services
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Create a clear, structured roadmap for every stage of life — from first home to retirement and beyond.
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Evidence‑based investment strategies aligned with your goals, risk profile, and long‑term aspirations.
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Comprehensive cover that protects your income, health, family, and lifestyle.
Life, trauma, health, income protection and disability — properly structured and reviewed. -
Build a retirement you can look forward to.
From projections to fund selection, we help you retire with confidence. -
Whether you are planning your retirement or simply need help organising your assets or estate, let us help make the process simple.
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Don’t loose track of your pension when you move to New Zealand! We can help you transfer and invest your pension here in New Zealand.