How to invest in a Term Deposit
It’s easy to invest with us, just follow these simple steps:
Step 1. Before you get started, read the Product Disclosure Statement.
Step 2. Choose the investment rate and term that is right for you.
Step 3. Decide on an interest payment option to suit your needs. This can be:
paid quarterly for regular income; or
compounded quarterly where interest each quarter is capitalised.
Step 4. Complete and sign the Application Form and email this, along with a bank statement from your nominated bank account to firstname.lastname@example.org.
Step 5. If this is your first time investing with us, a text will be sent to the mobile number provided on your application form asking you to verify your NZ Driver License or NZ Passport.
If you do not have a NZ Driver License or NZ Passport, please download the Certificate of Identity and have an authorised person verify your identity instead. You can email the completed certificate to email@example.com.
Step 6. You’re ready to invest! Transfer your funds to Liberty Financial Limited (BNZ account 02-0100-0622608-002) and be sure to include your surname and initials as the reference.
If you would like to make your payment via cheque, please make this payable to Liberty Financial Limited.
You can mail the cheque or your application forms to us at:
Liberty Financial Limited
PO Box 4295,
When we have processed your application we will send you a letter of acknowledgement showing details of your investment.