Financial Planning Services
As a Financial Planner, I offer tailored financial planning solutions to meet the needs of qualified professionals and businesses. My objective is to help you achieve your future goals, dreams, and aspirations by creating customized plans that align with your objectives and financial resources.
My ultimate purpose is to make a meaningful difference in people’s lives so they can achieve financial freedom!
I strive diligently to focus on the values that will propel my business towards the level of excellence I aim to reach:
Integrity, Respect, Loyalty, Humility, and Honesty.
A solid financial plan will secure the future for you, your business, or your loved ones, regardless of the circumstances.
Employer Focused Solutions
Pension Funds (Two pot retirement system) & Group Risk Schemes
Group Medical Aid Schemes & Medical Gap Cover Solutions.
Business Assurance i.e. Key person, Buy and Sell, Personal & Future Liability cover including,
Preferred Compensation policies for key staff retention.
Other services encompass:
Risk Management and Insurance Planning
Concerns relating to financial well-being always resolve around the below 5 problems in life. These life events can have a devastating impact on your financial security if wealth protection solutions have not been implemented.
- Living Too Long
- Dying too soon.
- Inflation and Tax
- Being Hospitalised
- Disability and Dread Disease
Estate Planning – Wills and Trusts
Do you have a valid and up-to-date Will?
Your Will is the last opportunity to communicate how you would like your assets to be divided amongst those you leave behind. Without a will, the law of intestate succession will dictate how the estate is divided and may cause heartache and financial strain for dependants.
Pre & Post Retirement Planning
Retirement Annuities (Life license and Unit Trust based).
Preservation Fund Investments i.e. Tax exempt transfers of retirement withdrawal benefits on resignation/retrenchment
Life and Living Annuity Solutions on retirement.
Investment Management
Discretionary Investing (Unit Trusts, Endowments, Tax-Free Savings Accounts etc
Offshore investments (Unit Trusts & Endowments)
Education Plans
The tailored investment solutions for clients be it local or offshore are offered through either Liberty products or investment platforms such as STANLIB and INN8 where clients can invest in Actively Managed Portfolios, Passives, or Model Portfolios thus allowing a wide range of investment options for clients at competitively priced rates.
Liberty investments allow clients to invest in our new Approved Fund range. A suite of investment ranges that falls within an outcomes-based approach that aligns our proposition to your needs, wants and goals.
Our flagship Recommended Range of portfolios represent our best investment views and partnerships with teams of the highest calibre. Our Multi-Strategy and Model Portfolio ranges have been designed with you at their core, giving you access to a range of managers, investment styles and approaches, fully supported by market-leading insights and research. These ranges are balanced, adaptable and diversified solutions that aim to cover a multitude of investment needs.
“The key to happiness is having dreams; the key to success is making them come true.”