Your new life awaits
we’ll support you every step of the way!
DON’T BE AN OSTRICH!
We’ll help you create a solid financial plan
that doesn’t scare you.
Billion Liberty assets under management:
If something were to happen to you,
would your next of kin know where to find all your financial information?
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How can we help you?
We can offer you advice in English, Afrikaans, Zulu, Sotho, Tswana, Venda, French, Pedi and Xhosa!
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!
Has something changed in your life, family, health or work? Need help changing beneficiaries or adding benefits?
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.
We’ll take a comprehensive look at your portfolio and make 100% sure that it aligns with both your current and future needs.
- Employee Benefits
- Wellness Day hosts
- Financial Fitness seminars focussing on pre-retirement, at-retirement, retrenchment or resignation?
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.
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.
PRIVACY & SECURITY NOTICES
An affiliate of Liberty.
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)