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RETIREMENT PLANNING SERVICES

Work with a Liberty Financial Advisor to ensure you have planned effectively to secure many happy retirement years.

Retirement planning

  • Retirement Annuities
  • Life Annuities
  • Living Annuities

Retirement Annuities

Retirement annuities are the ideal way to save for your retirement. You would make chosen monthly contributions until you reach retirement age, which can be from the age of 55.

  • Evolve Retirement Range – The Evolve investment range is an affordable tax efficient investment where the initial costs of the investment are on Liberty if they do not perform.
  • Agile – A cost and tax effective retirement funding product where you can guarantee today what income you will retire with.
  • Builder Series – The Retirement Annuity Builder offers a tax efficient savings vehicle that protects your retirement funding against creditors and offers comprehensive performance guarantees

Living Annuities

Financial certainty is hard to come by during retirement. A Liberty Annuity provides you with the security of a guaranteed retirement income for life where Liberty caries the risk. This annuity is ideal upon entering retirement if you wish to have a pre-determined, regular income that you are able to add on an income escalation benefit.

Living Annuities

The all new Liberty Bold Living Annuity offers clients both the possibility of growth and a BOLD risk enabler guarantee that they won’t lose all their money should the market crash.

The 5 problems in life

Liberty Financial Advisors focus on planning for these life-events which can have a devastating impact on your financial security:

1 Living too long
2 Dying too soon
3 Inflation and tax
4 Being hospitalised
5 Disability & dread disease

Contact an accredited Liberty Financial Advisor and get the peace of mind knowing your financial security is protected.

  • EQ-FIN is a company driven by a purpose: we want to secure the future dreams, aspirations and plans you have for yourself and your loved ones.

About Us

EQ-FIN is a company driven by a purpose: we want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones.

Top of mind in the business are the key stakeholders - clients, financial advisors, staff, Liberty colleagues and our shareholder Liberty.

More About EQ-FIN

Liberty Group Limited is an Authorised Financial Services Provider (Licence No: 2409)

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