Block 3, Elevation Gardens, Waterfall Park, Bekker Road, Midrand
+27 11 805 7237

Individuals

The basis of the products offered by the Liberty financial advisors are the principles of Wealth Creation and Wealth Protection.

Wealth Protection

The successful managing of risk, combined with thorough financial planning affords clients the peace of mind that what they have spent many years building will be protected in the event of life happening.

  • Trusts & Estate Planning
  • Dread Disease Cover
  • Impairment Cover
  • Disability Cover
  • Medical Aid
  • Life Cover
  • Wills
  • Tax

Wealth Creation

Aligning with a variety of superior asset managers and asset management platforms who have a track record of delivering consistent market outperformance over the long-term thus adding value to the end user.

Collective investment funds, off-shore investments, and off-shore bank accounts provide the investor with a multitude of diversification options, limiting their risk exposure. In this way, it is made possible for the investor to realise their long-term investment goals.

We assist the Liberty Financial Advisors to bring Liberty, STANLIB, and Standard Bank offerings to both individuals as well as businesses.

Through these solution providers, the investor has access to multiple asset managers such as Allan Gray, Investec, Coronation, Prudential, Foord and many more.

  • Domestic Investments
  • Offshore Investments – Direct & Asset Swap
  • Collective Investments
  • Offshore Bank Accounts
  • Child Education
  • Tax Efficient Investment Planning
  • Pre-Retirement Investment
  • Post-Retirement Investments
  • Specific Goal Investments