The Financial Planner SA

The Financial Planner SA Financial Consultant for Liberty Lifestyle offering you the best services at affordable prices. Protecting and Planning your future and your loved ones

We all know Tertiary Education is the start of our children's careers why not safeguard there future with Liberty life's...
03/04/2019

We all know Tertiary Education is the start of our children's careers why not safeguard there future with Liberty life's Educator Benefit and allow them to grow and choose what ever it is they wish to become.

As Parents we can never stop investing into our children's futures.

Here is an actual calculation on a client who was 30 Years old that started to plan his child's future

Total : R 771 761.00

Annual : R 18 012.00

Monthly : R 1 501.00

Please note price varies according to age

Get Your FREE Quote Today by leaving your mobile number in the comments section and we will get in touch with you or Call or WhatsApp Naomi on 065-854-5553/021-526-1209

Draft your Will with Liberty Life and have a sense of security for what you leave your loved ones behind the day you are...
13/03/2019

Draft your Will with Liberty Life and have a sense of security for what you leave your loved ones behind the day you are not around.

You are never to young or to old to start your Will.

WILL DRAFTING

• R535.00 for the preparation of a new Will where Standard Trust is the nominated executor.

• The preparation of a new Will where Standard Trust is the nominated executor is free for clients that hold a Standard Bank consolidator account.

• R2 140.00 for the preparation of a Will where Standard Trust is not the nominated executor.

• Staff receive a 50% concession for the preparation of a new Will where Standard Trust is nominated as executor.

• R2 000.00 per Estate Planning consultation where Standard Trust is not the nominated executor or there is no Will secured.

SAFE CUSTODY OF THE WILL

• A safe custody fee of R171.00 is payable per annum in advance for those Wills where Standard Trust is nominated as the Executor.

• Safe Custody fee for Staff, Wealth and Investment, Private Bank, Consolidator and Prestige Bundled is free provided Standard Trust is the nominated Executor.

Get Your FREE Quote Today by leaving your mobile number in the comments section and we will get in touch with you or Call or WhatsApp Naomi on 065-854-5553/021-526-1209

Below is an Image with information aimed at certain individuals if you are one of these individuals, we need to do somet...
08/03/2019

Below is an Image with information aimed at certain individuals if you are one of these individuals, we need to do something about securing your future and your family's and what better way than with Liberty Life's known benefits.

For information type menu on our messenger platform and select one of those benefits to learn more.

Get Your FREE Quote Today by leaving your mobile number in the comments section and we will get in touch with you or Call or WhatsApp Naomi on 065-854-5553/021-526-1209

Are you planning your retirement?What will happen the day you retire?Will you have enough funds to retire to a great lif...
06/03/2019

Are you planning your retirement?
What will happen the day you retire?
Will you have enough funds to retire to a great lifestyle?

A 20 Year-Old can receive a retirement plan for the low price of R500.00pm and can enjoy a retirement of up to R5.3 Million Rand.

Contact us and see how much retirement you could qualify for!

Get Your FREE Quote Today by leaving your mobile number in the comments section and we will get in touch with you or Call or WhatsApp Naomi on 065-854-5553/021-526-1209

01/03/2019

Need more information on our Products/Services?
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Go to the Send Message Button/Messenger and type "Menu"

Get your FREE Quote Today by completing our Quick and Easy online application form. It only Takes 2 Minutes to complete....
01/03/2019

Get your FREE Quote Today by completing our Quick and Easy online application form. It only Takes 2 Minutes to complete.

Click Here
➡️ https://form.myjotform.com/90552127640553 ⬅️

Please click the link to complete this form.

As you know its impossible to see the future, but we can plan for the future. Why not get up to R1 000 000 life cover fr...
01/03/2019

As you know its impossible to see the future, but we can plan for the future. Why not get up to R1 000 000 life cover from as low as R200.00pm and safeguard yourself and your loved ones future. Get Your FREE Quote Today by leaving your mobile number in the comments section and we will get in touch with you or Call or WhatsApp Naomi on 065-854-5553/021-526-1209

Address

Centuray Boulevard, Century City
Cape Town
7441

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+27712134895

Website

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