Lump Sum Investments
Lump Sum Investments in South Africa ZARfin, a dynamic financial services provider headquartered in Cape Town, offers tailored solutions to help South Africans optimize lump sum investments while fostering a healthier relationship with money3. As a licensed financial...
ACCOUNTING, TAX & PAYROLL
ACCOUNTING, TAX & PAYROLL Surrounding one’s self with collaboration partners that are like-minded, have old school values and still believe in human interaction over electronic & social media only, has become as rare as finding an adult without a social...
INVESTING IS LIKE A GAME OF FOOTBALL
Much like in football, often you go a goal down within the first 10 minutes, this doesn’t mean you’re going to lose the game. It simply means it takes balls and grit to develop the staying power and nerve to stay in the game. Conversely, often teams go up one or two...
INVESTMENT ASSET CLASSES EXPLAINED
A financial dictionary will tell you it's a group of securities that show similar behaviour and characteristics in the marketplace. There are three main asset classes: equities (stocks), fixed income (bonds) and cash or money market instruments. Some investors add...
THE EDUCATOR BENEFIT
Your child’s education should be taken care of even when you can’t. This is one of the most vital risk / life insurance products available in South Africa. It’s all you owe your child besides, shelter, nutrition and love.
RETIREMENT INVESTMENTS
Agile Pension & Provident Fund Preserver Overview Liberty's Agile Pension and Provident Fund Preserver gives you access to the Exact income fund, a unique fund that guarantees income at retirement - no matter how the markets perform. Allows you to split your money...
SHORT TERM INSURANCE
Who wants to risk everything you’ve worked so hard for often due to events beyond your control. Burglary Motor Vehicle Accident Loss / theft of a valuable item – Cell Phone, Jewellery, etc WE CAN HELP! Short Term Insurance is not cheap but is still very cheap in...
GAP COVER
Gap Cover In South Africa, most specialist physicians/doctors do not charge standard medical aid rates, resulting in consumers having to fork out large amounts of cash when doing various medical procedures, even simple ones. This experience has become daunting and a...
Last Will and Testament
LAST WILL & TESTAMENT COST: YOUR WILL IS FREE, LEGACY PROTECTION PLAN IS UNDER R150 FOR MOST PEOPLE UNDER 60 YEARS OLD Complete form to arrange for YOUR FREE Last Will & Testament 10 Important things you need to know about drafting a Last Will & Testament...
CRITICAL ILLNESS BENEFITS
Critical Illness CoverThe Liberty Lifestyle Protector offers comprehensive cover for Critical illnesses and traumatic events you may experience.Lifestyle Protector's critical illness cover, Living Lifestyle, pays a lump sum for a claim arising from one or more...
INCOME PROTECTION DISABILITY
HOW MUCH DOES YOUR INCOME MATTER TO YOU? DIGNITY HAS NO PRICE... Income Protection Disability Your future salary is one of your biggest assets. If you are unable to work and therefore cannot earn an income, your family's life could be jeopardised. Income protection...
LUMP SUM DISABILITY
Lump Sum Disability Benefits
Lifestyle Protector
Are you prepared for life’s ‘what ifs’?
What if you were disabled in an accident or due to an illness? Will your dependents have sufficient funds to meet their daily and future needs? Will you become a financial burden to your family or relatives?
What if your career was suddenly interrupted by long-term injury or illness? How will you continue to accumulate sufficient capital to provide for retirement?

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35 Capstone Gardens, 37 Thomas Bowler Avenue, Edgemead, Cape Town, South Africa, 7441.