How to invest

It's simple. To invest, complete the application form and return it with:

a cheque for the amount you would like to invest;
a bank deposit slip confirming your bank account name and number; and
a photocopy of your current driver's licence or current passport photo page.

Liberty Financial Limited has registered a prospectus for the issue of Secured Deposits with the Financial Markets Authority. Liberty Financial Secured Deposits are secured by first ranking security stock (subject to prior permitted charges, if any). Full terms and conditions are set out in Liberty Financial Limited’s current Prospectus and current Investment Statement which are available free of charge here or on request from Liberty Financial Limited.

Please read the current Investment Statement before deciding to invest in Secured Deposits. If you have any questions please contact our Investments Team on (09) 375 0700. Our office is open Monday to Friday between 8.30 am and 5.00 pm.

To invest with Liberty Financial Limited follow these simple steps:

Step 1. Please first read the Prospectus & Investment Statement.

Step 2. Choose the investment term and rate that best suits your needs. View our current rates and terms here.

Step 3. Decide on the payment options which are appropriate for you. You can choose to have interest paid in one of the following ways:

paid quarterly for regular income.
compounded quarterly where interest each quarter is reinvested.

For more information on our payment options please see our Options or FAQ section.

Step 4. Complete and sign the Application Form.

Step 5. Write a cheque for the amount you wish to invest. Please make the cheque payable to Liberty Financial Limited. If using direct credit, please make payment to Liberty Financial Limited BNZ account 020100-0622608-002, and reference your surname and initials.

Step 6. Send in your completed application form and signed cheque or evidence of the direct credit to:

Investments Team
Liberty Financial Limited
PO Box 4295, Shortland Street, Auckland 1140

When we have processed your application we will send you a letter of acknowledgement showing details of your Liberty Financial Limited Secured Deposit.

If you have any questions please contact our Investments Team on (09) 375 0700. Our office is open Monday to Friday between 8.30 am and 5.00 pm.