Llivia Puig
Financial Adviser
After 7 years of retail banking and leadership roles in Spain, Llivia decided to relocate to New Zealand in 2014. Since then, she has been working at SBS Bank in various roles, mostly specialised in Residential Lending.
Her focus has always been the same, helping clients to achieve their goals. She enjoys working closely with her customers building successful and long-lasting relationships and guiding them in their path to accomplish their financial objectives.
Our Financial Advice Provider Disclosure Statement is available here.
Specialist Areas
- Wealth Management & Accumulation
- Portfolio Management
- Investment Advisory
- Retirement Planning
- Kiwisaver
Qualifications & Memberships
- BSc in Marketing & Marketing Research
- BSc in Business Administration & Economics
- New Zealand Certificate in Financial Services (Investment Advice)
Contact
- 03 341 3262 (DDI)
- 0800 727 935 (contact centre)
- llivia.puig@sbswealth.co.nz
Llivia is based in Christchurch
She serves the broader Canterbury region.
Your long term investment partner
Who are we?
SBS Wealth is a goals-based financial advice provider and fund manager
that has been helping Kiwis meet their long-term financial goals for over two
decades. We are owned by SBS Bank, a 100% customer-owned mutual with a 150-year track record for looking after members’ money.
Who do we help?
The short answer is everyone. We serve Kiwi individuals, partners, families, trusts, and charities across Aotearoa. It doesn’t matter if you are still accumulating or starting to draw down your assets, we’re with you.
Want to talk about your financial future? I’m listening.
Your future goals are personal, so you deserve personal financial advice to help you achieve them. Let’s talk.