How to invest
It’s easy to invest with us, just follow these simple steps:
Step 1. Please first 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 that is right for you:
paid quarterly for regular income; or
compounded quarterly where interest each quarter is capitalised.
Step 4. Complete and sign the Application Form and, for new customers only, please complete and provide your Certificate of Identity.
Step 5. Write a cheque for the amount you wish to invest and make the cheque payable to Liberty Financial Limited, or if using direct credit, please make the payment to Liberty Financial Limited, BNZ account 02-0100-0622608-002, and reference your surname and initials.
Step 6. Send in your Application Form, your signed Certificate of Identity (if you are a new customer), confirmation of your bank account name and number and your signed cheque, or evidence of the direct credit to:
Liberty Financial Limited
PO Box 4295,
Or you can scan and email your documents to firstname.lastname@example.org.
When we have processed your application we will send you a letter of acknowledgement showing details of your investment.
If you have any questions please see our FAQ section or contact us on 0800 003 391. Our office is open Monday to Friday between 8.30 am and 5.00 pm.