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INVESTMENT AND PORTFOLIO MANAGEMENT

Liberty Financial Advisors offer a premier range of portfolio management services to both corporates and individuals.

Investment management products

  • Offshore
  • Gateway
  • Evolve
  • Investment Linked Repayments
  • Builder Series

Offshore Investments

Liberty now offers the opportunity to invest offshore by give you access to leading companies and industries through direct offshore investments via unit trusts or a life insurance investment, thereby diversifying your portfolio and guarding your assets against uncertain economic policies.

Gateway

Invest from as low as R1000-00 into an easy invest, easy access investment that is cost effective and offers you the choice of a wide selection of collective investment schemes.

Evolve

The Evolve investment range is a cost effective lump sum investment with the possibility of regular contributions. The initial costs of the investment are on Liberty if they do not perform.

Investment Linked Repayments

The Liberty Investment Linked Repayment Option offers businesses the opportunity to repay capital through a Sinking Fund policy. A business would be able to benefit from tax rebates, bank and investment value guarantees and the advantage of high returns on investments.

Builder Series

  • The Investment Builder Series offers high income earners and Business with an Endowment linked investment that offers tax relief with investment flexibility.
  • Education Builder is an Endowment Linked investment plan through which you can save towards you child’s education but also protect their future education needs should you become disabled or pass away.
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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