Trevor Groves - Financial Advisor

Trevor Groves - Financial Advisor "Passionately helping families and businesses achieve financial independence through a caring partnership. Together, on this financial journey. We will.''

This page allows business owners/ individuals to network, improve their financial literacy, receive financial advice or book an appointment with an advisor to conduct a family care review of their existing plan or set up a new financial plan

The advisor will amongst other objectives address the following:

1.Commercial / Business solutions
2.Employee benefits (pensions/ providents etc)
3.Educati

on Planning
4.Retirement Planning
5.Life cover
6.Investment planning
7.Dread disease/critical illness cover
8.Disability cover
9.Income protection (insure your income)
10.Medical aids/hospital plans
11.Medical gap (shortfall) cover
12.Estate planning (wills & trusts)
13.Funeral covers
14.Rewards programmes (+100% off virgin active)
15.Car insurance
16.Household contents insurance
17.Commercial insurance

09/08/2023
https://businesstech.co.za/news/banking/559496/6-tips-to-help-you-save-in-2022/
08/03/2022

https://businesstech.co.za/news/banking/559496/6-tips-to-help-you-save-in-2022/

The first quarter of 2022 presents the perfect opportunity to reflect on your spending of last year and think about what you’d like to do with your money in the months to come. While you might want to save and invest to realise your goals, you may feel as though you don’t have enough money to ac...

08/03/2022

It’s important to keep in mind the potentially extensive retirement period you will need to fund for, and the multitude of eventualities you could be faced with.

02/12/2021

Benay Sager, chairperson of the National Debt Counsellors’ Association, says debt counsellors typically see a spike in enquiries in January and February.

Glad that we were able to give back to those in need.I look forward to being a part of many more initiatives in the futu...
01/12/2021

Glad that we were able to give back to those in need.

I look forward to being a part of many more initiatives in the future. Well done Liberty Team!

I often get questions from clients on this topicThere is some useful information contained here..
11/11/2021

I often get questions from clients on this topic

There is some useful information contained here..

Making provision for one’s debt is an essential part of estate planning, and failure to do so can leave your loved ones financially compromised.

04/11/2021

And how they can be incorporated to reduce tax in one’s estate.

Address

Umhlanga Rocks
4319

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00

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