SEPARATING?

Let’s get your policies up-to-date and your financial future secure.
Your new life awaits
we’ll support you every step of the way!

RETRENCHED?

Don’t be tempted to spend until you’ve heard
what WE recommend!

EMPTY NESTERS?

Finally, it’s time to focus on YOU!

We’ll help you map out your financial future
and set a course to reach your retirement goals!

ASK AN EXPERT!

You would never perform laser eye surgery on yourself – you’d ask an expert.
It’s the same with financial planning.
Chat to us, we know what works!

DON’T BE AN OSTRICH!

Time to get your head out the sand (besides, it’s itchy down there)!
We’ll help you create a solid financial plan
that doesn’t scare you.

GRIEVING?

We’ll wrap up the deceased estate on your behalf
so that you can focus on your family.
We’re here to make it easier for you.

Financial solutions for you, your family and your business.
EnvestPro is an affiliate to Liberty Financial Services

If something were to happen to you,
would your next of kin know where to find all your financial information?

Enter your name and email to request our FREE guide on “How to Create a Financial Master File”
– including free printables, checklists and more.

How can we help you?

Are you a Liberty client?

Unsure as to what benefits you are paying for every month? We’ll do the research and find out exactly where your money is going and what it is paying for!

TALK TO US

Are you a Liberty client?

Has something changed in your life, family, health or work? Need help changing beneficiaries or adding benefits?

TALK TO US

Make your money work for YOU!

Whether you have received a bonus or have surplus funds that you want to invest, we’ll give you the right advice to help you make the best possible choices.

TALK TO US

Schedule your FREE financial check-up!

We’ll take a comprehensive look at your portfolio and make 100% sure that it aligns with both your current and future needs.

TALK TO US

Is your business looking for:

  1. Employee Benefits
  2. Wellness Day hosts
  3. Financial Fitness seminars focussing on pre-retirement, at-retirement, retrenchment or resignation?
TALK TO US

Join us for date-night-with-a-difference!

We’ll help you and your partner get on the same financial page, come up with a plan that works for your specific budget and goals, and give you invaluable tips going forwards!

TALK TO US

The most important gift you can give your family.

Your Will can legally protect your spouse, children and assets, while also stipulating exactly how you would like things handled after you have passed on.

TALK TO US

We’ll handle the paperwork

The last thing you need when grieving for a loved one is the thought of sorting out their Deceased Portfolio. We’ll handle it all on your behalf, so that you can focus on moving forwards.

TALK TO US

An affiliate of Liberty.      LEGAL DISCLAIMER

The information contained in this document does not constitute advice by ENVESTPRO. Any legal, technical or product information contained in this document is subject to change from time to time. If there are any discrepancies between this document and the contractual terms or, where applicable, any fund rules, the latter will prevail. Past performance cannot be relied on as an indication of future performance. Investment performance will depend on the growth in the underlying assets, which will be influenced by inflation levels in the economy and prevailing market conditions. Any recommendations made must take into consideration your client’s specific needs and unique circumstances.

Liberty is an Authorised Financial Services Provider in terms of the FAIS Act (License No. 2409)