About Liquid Financial Advice
Liquid Financial Advice is a company based in Takapuna (New Zealand) founded in 2004. It operates as a B2C, and B2B. Liquid Financial Advice offers products and services including Home Loans, Investment Advisory, and Insurance Services. Liquid Financial Advice operates in a competitive market with competitors including Gladstone Wealth Partners, Smartshares, Clare Capital and Challenge Management, among others.
- Headquarter Takapuna, New Zealand
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
- Legal Name Wealthpoint Limited
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Liquid Financial Advice
Liquid Financial Advice offers a comprehensive portfolio of products and services, including Home Loans, Investment Advisory, and Insurance Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Advisory service for securing best home loan options and structures.
Guidance on KiwiSaver funds and retirement planning strategies.
Assessment of personal and business risk policies for protection.
Funding Insights of Liquid Financial Advice
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Liquid Financial Advice
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - Liquid Financial Advice
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Liquid Financial Advice Comparisons
Competitors of Liquid Financial Advice
Liquid Financial Advice operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Gladstone Wealth Partners, Smartshares, Clare Capital and Challenge Management, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Financial management services are provided by Gladstone Wealth Partners.
|
|
| domain | founded_year | HQ Location |
Financial investment management services are provided by Smartshares.
|
|
| domain | founded_year | HQ Location |
Offers investment banking services like M&A and capital raising for businesses.
|
|
| domain | founded_year | HQ Location |
Offers hands-on management for private equity-backed companies in sales, operations, and logistics sectors.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about Liquid Financial Advice
When was Liquid Financial Advice founded?
Liquid Financial Advice was founded in 2004.
Where is Liquid Financial Advice located?
Liquid Financial Advice is headquartered in Takapuna, New Zealand.
What does Liquid Financial Advice do?
Liquid Financial Advice delivers personalized financial guidance to individuals and businesses, focusing on lending options like home and commercial loans, investment strategies including KiwiSaver and managed funds, and insurance for personal and business risks. They operate from Takapuna, New Zealand, helping clients achieve goals such as home ownership, retirement planning, and risk management through expert advice and tools. Their services emphasize tailored solutions based on client needs and market trends.
Who are the top competitors of Liquid Financial Advice?
Liquid Financial Advice's top competitors include Gladstone Wealth Partners, Smartshares and Clare Capital.
What products or services does Liquid Financial Advice offer?
Liquid Financial Advice offers Home Loans, Investment Advisory, and Insurance Services.