Empower Your Financial Future

Comprehensive financial planning solutions tailored to your goals. From risk management to retirement planning, we've got you covered.

12+

Years in Financial Planning

FSP 43944

Authorised Financial Services Provider

WHO WE ARE

Our Mission & Values

At Liquid Finance, our clients are at the heart of everything we do. We are an independent boutique financial planning firm with a national footprint, led by Julie Walker and supported by a dedicated team committed to delivering personal, relationship-driven financial advice. Our approach is simple — to provide comprehensive financial solutions under one roof, giving our clients the confidence of having one trusted team for every aspect of their financial journey.

From insurance and investments to retirement planning, risk cover, and corporate solutions, we offer tailored advice designed around your goals and lifestyle. As an independent financial planning business, our focus is always on what is best for our clients. We believe in building long-term relationships, simplifying financial planning, and helping our clients create lasting financial security and peace of mind.

OUR SERVICES

Financial Services in George, South Africa

Risk Planning

Life cover, disability protection, dread disease cover, and income protection designed to safeguard your family's future.

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Healthcare Planning

Medical aid solutions from hospital plans to comprehensive coverage, plus gap cover and Vitality status support.

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Investment Planning

Flexible investments, tax-free savings accounts, unit trusts, and offshore solutions tailored to your goals.

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Retirement Planning

Preservation plans, living annuities, and retirement annuities to ensure a secure future beyond work.

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Estate Planning

Wills, trusts, and structured estate planning solutions designed to protect your legacy, preserve your wealth, and ensure your wishes are carried out with confidence and clarity.

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Short-Term Insurance

Personal and commercial insurance solutions covering vehicles, homes, businesses, and assets to help protect what matters most.

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Business Planning

Buy and sell agreements, key person cover, and business overhead protection for peace of mind.

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Everything financial. One trusted team.

At Liquid Finance, we offer a complete financial planning solution under one roof. From life cover and investments to short-term insurance, health cover, retirement planning, and business solutions, we simplify your financial world by giving you one trusted team for every stage of your journey. Our clients value the convenience of having a single point of contact who understands their full financial picture and provides coordinated advice tailored to their needs, goals, and future.

MEET THE TEAM

Expert Financial Advisory Practice

Liquid Finance Team
Julie Walker

Julie Walker

Owner / Senior Financial Adviser

Julie Walker holds a BA (Hons) in Industrial Psychology and a Diploma in Financial Planning. With extensive experience in comprehensive financial planning, she is passionate about helping individuals, families, and business owners build long-term financial security through strategic and personalised advice. As founder of Liquid Finance, Julie has built the business around strong relationships, trusted guidance, and a client-first approach. Her focus is on simplifying complex financial decisions and creating tailored solutions that support every stage of her clients' financial journeys.

Candace Beeton

Candace Beeton

Head of Short-term Department

With over 20 years of experience in short-term insurance, Candace is an expert at identifying coverage gaps and designing comprehensive protection plans. She specializes in adapting coverage solutions to your changing needs throughout life's stages, ensuring you're always adequately protected.

Linzi Lennox

Linzi Lennox

Head Administrator - Investments and Risk Cover

Linzi brings operational expertise and technical proficiency to Liquid Finance. With a background in regulated industries and a degree from the University of the Free State, she excels at process improvement and digital collaboration. Passionate about learning and professional growth, she's committed to supporting the team and clients with precision and innovation.

Monique Fuller

Monique Fuller

Head Administrator - Health and Gap Cover

With 10 years of dedicated experience in short-term insurance and healthcare coverage, Monique combines technical proficiency with a genuine passion for people. She specialises in medical aid and gap cover, guiding clients through their health journeys with clarity, empathy, and professional excellence.

CLIENT REVIEWS

What Our Clients Say

I highly recommend Liquid Finance for their outstanding service and client care. Julie and her team consistently provide immediate responses, honest and transparent advice, and a level of personal attention that truly sets them apart. It's reassuring to work with a Financial Advisor that is both responsive and genuinely invested in your financial well-being.

Mariska Liquid Finance client for 6 years

Julie and her team at Liquid Finance consistently delivers exceptional service marked by professionalism, respect and genuine care. Her team provides customised solutions that will fit your unique situation and add tangible value. The team ensuring every client feels supported with timely, reliable, and consistent outcomes. Their friendly approach builds trust, while their efficiency offers true peace of mind. What sets them apart is the balance between technical expertise and personal attention. Julie and her team embody service excellence, making Liquid Finance a trusted partner for those seeking dependable, client-focused financial partnerships.

Daniel Liquid Finance client for 3 years

GET IN TOUCH

Ready to Start?

Ready to take control of your financial future? Get in touch with Julie Walker today for personalised financial advice and dedicated support every step of the way.