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FINANCIAL PLANNING SERVICES

Liberty Financial Advisors want to secure your future dreams, aspirations and plans through financial solutions that are tailor-made to suit your goals and budget.

Risk management

Liberty Financial Advisors will help protect you and your family from the financial impact of life's unexpected events.

Risk management products and services

Retirement planning

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

Retirement planning products and services

Investment management

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

Investment management products and services

Here are some testimonials that show the Liberty financial advisors commitment to protecting your financial security:

  • We met the client for the first time in March 2017 when we heard about the client’s illness. We established that they had polices in place at Liberty, and when we asked what her consultant had done about the claim, the consultant advised the client to get a letter from the doctor and he will then see if Liberty covers such a condition. Myself and Sue Stanley, made an appointment with Mrs Erasmus to complete the relevant claim forms, still not certain whether there would be a claim or not . Our view was if we tried and there is no claim then at least we tried. Needless to say, Mrs Erasmus was paid 100% of the Living Lifestyle Plus benefit which was R 592450, on 21 April 2017!!! On May 3rd 2017, I had to go for a back operation , and the client called to advise that she was ready to invest R500 000 , however, because I was in hospital she waited for 2 months to meet with me to invest the funds.

    Sonia Miccadei (from Mrs MM Erasmus)
    14 August 2017
  • In 1980’s and 1990’s, the client was working at various Engineering Companies (MIBFA) and got paid weekly. The client tried various brokers to find the funds for him. When he did not succeed, he went to an Advocate and paid R7000 to trace the funds, without any luck. In August 2014, he applied to MIBFA again, but due to a Certificate of Service not being completed by any employer, this was declined. The certificate had not been completed, due to the client moving around to different companies, that had in fact closed down, or didn’t exist anymore.
    Myself and Sue Stanley started phoning around for these funds. We eventually got hold of someone at MIBFA, who advised that they could not trace the funds on his ID No, as they still had his old Identity number on record. He fortunately had a copy of his old ID, and they were able to trace R729,000 for the client. They also accepted an affidavit from the client explaining why he could not provide a Certificate of Service from any employer. I delivered all the documents to MIBFA in Johannesburg and the client was paid out in July 2017.

    Sonia Miccadei (from Mr MJ Erasmus)
    14 August 2017
  • Dear Hilton

    Thank you so much for your wonderful service.

    Stacey Marian
    18 August 2017
  • Hi Hilton

    Just to let you know our first month of making our own changes on Liberty Connect went really well.

    Thank you so much! This makes our lives so much easier!

    Vanessa Gibb
    24 July 2017
  • Ek wil graag net names myself en Rudi baie dankie sê dat jy en Marco by ons was gestraand. Ek en Rudi wardeur dat julle ons finansies in ag geneem het. Ons sien uit daarna om n lang en gesonde verhouding saam julle te stap. Dis voel ongelooflik goed dat ons iemand het wat omsien na dinge wat ons nie eers rerig aan gedink het nie. Dit maak ons daaglikse bekommernisse net soveel minder. Ons is ongelooflik gelukkig met die spoedige diens wat aan ons gelewer is en sal defnitief julle aanbeveel vir enige iemand wat net soos ons onbewus is van die noodsaaklikheid van sulke polise.

    Sindylee Hartkopf
    05 July 2017
  • I can sincerely say that Shadéd has not only gone way beyond the “extra mile” in everything I required - patiently explaining the financial rigmarole etc, and he has been extremely accommodating about meetings which sometimes have to be cancelled at the last minute and the hundred and one queries I have sent flying his way!
     
    Thank you so much for referring me to him.

    Audrey Gasson
    19 July 2016
  • I’ve been working with Freddy on my new policies with Liberty. He has done so well in achieving this and I am happy with his service and the way he conducted everything.

    Thanks again , his service was excellent!
     
     

    Adelaide Ramasindi
    11 July 2016
  • Mr. Singh has been consistent with his services to me as a client and is always prompt with any queries. I ask a lot of questions and ask them again and again for clarity but he has shown so much patience with me. I always feel as if I am his only customer even though I am sure he has a number of other clients. I would not hesitate to refer him to any of my friends and family.

    I am really impressed by his services.

    Nosihle Nzama
    10 February 2016

The 5 problems in life

Concerns relating to financial well being always revolve around “The 5 problems in life". These life-events can have a devastating impact on your financial security, if you have not planned for them.

  • 1
    Living too long
    Outliving your ability to support yourself financially
  • 2
    Dying too soon
    Not providing adequate financial support for your dependants
  • 3
    Inflation and tax
    Ignoring or not effectively ensuring that you counter the negative effects of inflation as well as optimising tax concessions
  • 4
    Being hospitalised
    Inadequate provision being made in the event of medical emergencies
  • 5
    Disability and dread disease
    Ignoring the lifestyle implications of being disabled

Get advice today!
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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