Liberty Life
Management in Durban

Personal Financial Planning and Corporate Financial Planning.

Group company medical aids, gap, pension/provident fund and group life for company staff.

Personal insurance, life cover, bond cover, funeral policy/cover
Disability/Impairment cover
Dread disease
Retrenchment cover

Investments, tax free, stanlib off shore, property and listed share funds.

Retirement saving, RA, annuities.

Estate planning, wills drafting and tax advice.

We/I Specialize in providing holistic general financial advice including the necessary products and vehicles to ensure maximum wealth creation and the lowest cost.

For advice or products to help provide tax relief via RAs and retirement/ trust fund are provided.

Corporate companies, requiring business assurance in the form of Key man insurance, estate planning, trust fund as a group or company are provided with the relevant tax efficient recommendations and this also takes into consideration advice for when important business individuals die.
As a representative of Liberty life, i provide services suited to how i choose to conduct business with my clients and as such just because i live in durban, i still provide financial advice to clients living in Johannesburg, Cape Town and beyond the boarders of South Africa and its through my unique "Remote Financial Advisory" that i can do this with top notch service levels rivalling even the most exotic of international advisors as this way, i am not limited to growing my book of clients by means of engagement with clients only in person.