I have been in the financial services industry for more than 25 year in different positions and roles including a Financial Advisor at Liberty since 2011.
Liberty Holdings Limited is financial services company with headquarters in Johannesburg, South Africa. Founded in South Africa by Sir Donald Gordon, in 1957, the company has since grown to hold over R611 billion in assets under management. It is the3rd largest life insurer in South Africa by market capitalisation. Wholly owned subsidiary, Stanlib, is the second largest investment manager in South Africa. Stanlib is the country’s largest unit trust (mutual fund) company—managing over R545 billion assets for over 400 000 retail and institutional clients across the African continent, with presence in seven African countries.
To be a TRUSTED industry leader in helping my individual and business clients achieve their financial objectives by facilitation the process to identify their Long Term Insurance needs, retirement savings goals in a tax efficient manner, saving for their children's education and their medium to long investment goals then recommend and implement appropriate solutions to help them achieve their financial objectives, thus helping them to them build a better financial future.
Accredited to sell
• All Risk Product including Life cover, Lump sum disability cover, Income protection, Critical Illness cover and business assurance.
• Medium to long term Investment Products including Endowment policies, Collective Investment schemes (Unit Trust), Tax Free Saving and Liberty’s Evolve Investments
• Retail and corporate retirement including Retirement Annuity builders, Retirement Annuity Plans, Preservation plans, Provident funds and Agile retirement fund
