Impartial, unbiased financial advice for your clients.

Liquidity Independent Financial Advisers works with a range of legal practitioners, and we have experience providing quality financial advice for a variety of legal events. We can help you and your client with independent, impartial and unbiased financial advice across a range of situations, including:

  • Investment and strategy for lump sums and settlements, including redundancy, compensation payments, inheritances and divorce
  • Independent, unbiased financial and investment advice for various structures including trusts, companies and self-managed super funds
  • Estate planning assistance for assets, superannuation, pension income streams and tax effective investment planning for dependents
  • Strategies for assisting a family member entering care, or claiming aged and disability pensions

Working alongside you and your client we can provide independent financial advice aligned to your own professional integrity and practice independence. We can be involved for scoped, standalone advice for life’s major events with no ongoing fees or commissions- you and your client need only pay for our services when you need them.

We can work with your clients existing assets, products and investments where appropriate and have an unrestricted range of products and strategies we can advise upon- we don’t have any ties to banks or product manufacturers. No ‘spotters fees’ or client referral payments are sought or provided to professionals we work with.

Solutions for your business and your clients:

Your legal firm can work with us without needing to align to the AFSL of a bank or product provider.
We will work only for your client and remain objective at all times.
You can use our services as and when the case requires us- each task will be provided with fair, transparent, up-front pricing.
WE CAN HELP YOUR CLIENTS

Independent financial advice for your clients

As and when you need it.
WE CAN HELP YOUR CLIENTS