At EQ-FIN we pride ourselves on offering a unique value proposition to Liberty Financial Advisors, Leadership Team and Employees.

Value proposition to Liberty Financial Advisors

There is a unique leads generation business process that secures pre-qualified appointments with potential clients for qualified and contracted Financial Advisors.
We are very proud of our Bizhubs. These decentralised business centres take the accountability for all business processing and servicing away from Financial Advisors who then have more face time with new and prospective clients.
EQ-FIN is committed to on-going professional learning for everyone. The EQ-FIN Academy is an active and integral business partner that ensures each and every Financial Advisor, Sales Leader and Biz Hub Specialist has an individual learning path. We also partner with accredited professionals as well as organisations to ensure we support the legislative requirements as well as the personal development aspirations of everyone in the business. Financial Advisors are given the opportunity under certain circumstances to complete various qualifications in order to become a Certified Financial Planner, the current professional benchmark of the profession.
The EQ-FIN Education Trust was established for the purpose of furthering education within the organization. The Trust also awards an annual educational bursary to individuals within or close to EQ-FIN.
The EQ-FIN Unit Trust Scheme is a unique offer in the market. It is 100% funded by EQ-FIN to reward outstanding performance.
An environment like ours is dynamic, exciting and interactive. This contributes to the spirit and sense of fun we like to promote in the business. Reward and recognition is embedded in our culture and celebrate often the successes of the people in our business.
The working environment is always structured in an open-plan way, so as to facilitate the development of interpersonal interactions. EQ-FIN offers you fully integrated office facilities conducive to sales with easy access to various support and professional staff.

Here are some testimonials from Liberty Financial Advisors.

  • Aug 2015 was both the most happiest and most stressful time of our lives. I found out I was pregnant with our second son. It was the happiest time as we have been trying a while, but kind of gave up and then I realized our miracle is on the way. It was the most stressful because we did not plan for his coming financially. With the restructure of EQ-FIN being in process, we were not sure what changes to expect. I had a meeting with Jeff Paul in October 2015 where I brought up that maternity leave within EQ-FIN was not always guaranteed to be paid. On our 1st Company Meeting in Jan 2016 Jeff Paul announced that Maternity Leave will be paid for all permanent EQ-FIN staff. This is when I knew that EQ-FIN has moved into the right direction and this is a company that looks after their staff’s wellbeing. I am a proud member of the EQ-FIN Family.

    Carika Ferreira
    04 August 2016
  • I joined the organization 6 years ago. I was no stranger to entrepreneurship and after having my full of fly by night business ideas and the promises of corporate Utopia; I dawned the mantle of financial advisor. I quickly realized that my dreams were to lead and motivate people. I was promoted to Business Principle in 2013 and then to Senior Branch Manager in 2014. I have finally found a career that speaks to my integrity; ethics and sense of entrepreneurship. I’m finally home.

    Allen Chetty
    08 September 2016
  • My experience with a claim:
    My aunt was seriously ill with cancer. After her signing my disclosure letter whilst very weak, she asked that I see to her affairs. I received a call that her health was deteriorating somewhat drastically and as her financial advisor I had to make an emergency trip down to Nelspruit where she lived. After updating her Will under a stressful situation, where she was by this time bed ridden I witnessed her taking her very last breath. Her 3 children were her beneficiaries on her policy. After attending her funeral 1 week after she passed, her 3 children each received R148,000.00 3 weeks after start of claim process! At the end July 2016 her estate was finally wound up.

    Michelle Pinnock
    May 2016

Consider a career as a Liberty financial advisor

If you can answer “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people in our business who have realised their own dreams and aspirations not only for themselves but also for all the people they have touched along the way. This could be your key to a new life.

  • Can you think outside the box?
  • Are you frustrated due to a mid-career crisis?
  • Do you often think about working for yourself?
  • Are you quite entrepreneurial?
  • Do you have a passion for people?
  • Would others say you are service-orientated?
  • Do you have high energy levels?
  • Are you ready to commit to studying
Apply to join the team
  • The common question that gets asked in business is, ‘why?’ That’s a good question, but an equally valid question is, ‘why not?'

    Jeff Bezos
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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