Jeffrey Liu
Areas of Excellence:
- Life Insurance
- Total & Permanent Disability (TPD)
- Trauma / Critical Illness Cover
- Income Protection
- Superannuation & SMSF Insurance
- Business Insurance
- Home & Landlord Insurance
- Workers’ Compensation
- Public Liability
- Professional Indemnity
- Risk Management
- Wealth Coaching
- Business Coaching
Qualifications
- Tier 1 Insurance Broking Advice
- Advanced Diploma of Financial Planning
- FASEA Exam Standard Certification
- Bachelor of Commerce, University of Sydney
Jeffrey Liu brings over 15 years of experience in the finance industry, with deep expertise in wealth protection, insurance, and financial planning. He is also a Justice of the Peace.
Throughout his career, Jeffrey has held key roles in the wealth management divisions of Westpac, ANZ, and a local multi-family office, where he has advised middle- to high-income professionals, executives, and business owners on safeguarding and growing their wealth.
As the host of “Riches Talk”—a podcast dedicated to cultivating both personal and business growth—Jeffrey has established himself as a thought leader in life and wealth strategies. His insights have been featured on SBS, The Australian, Riches Review, and Channel 7. In addition, he has contributed to the academic community as a Business Mentor at UNSW Business School.
Client success drives collective success.
News
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The Fastest Way To Put Money In Your Pocket In Now
Read moreHow reducing your taxes can immediately reduce how much money comes out of your paycheck Today, people come to me professionally all the time asking how they can make money. Many of them need cash right away. I’m not a believer in get-rich-quick schemes. My clients are hardworking people who are looking for a better
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Think Rich to Lower Your Taxes
Read moreMany businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.
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The Opportunities of Real Estate
Read moreSays Morgan Fraud, the author of The Thinking Corporation, “Given that we are all capable of contributing new ideas, the question becomes how do you successfully generate, capture, process and implement ideas?” Becoming an organization capable of answering this question can benefit in a number of ways
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We formerly had our tax, research & development grants managed by one of the ‘Big Four’ international accounting firms, but knew that we were not getting the attention and service we needed. Making the switch to ABG was like night and day! We are getting the same degree of competence and experience, but with a much higher level of service. At much more reasonable fees, too! ABG has helped us claim back what we are worth, not what big firms dictate.
