Liberty stands out with a robust legacy of over 60 years, offering tailored financial solutions that prioritize client needs. Their innovative approach, combined with a deep understanding of the South African market, ensures comprehensive coverage, from wealth creation to risk protection, all underpinned by a commitment to ethical practices.
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What do you love most about your job?
Enabling clients to exponentially grow their wealth and collaboratively navigate the financial markets.
What inspired you to start your own business?
I chose Liberty over other providers because I truly believe in their devotion to their clients. They are the leading discretionary fund manager in the industry and are home to the lowest costing endowment vehicle.
Why should our clients choose you?
My expert advice derived from experience and academia allows me to assist clients structure optimal performing portfolios. I hope to create a generational wealth plan for my clients and educate them on HOW it should be done if I am not longer around.
Can you provide your services online or remotely? If so, please add details.
Yes, most definitely! I work via Microsoft Teams & Zoom
What changes have you made to keep your customers safe from Covid-19?
Majority of clients wish to communicate via digital platforms and for those who require a physical setting- social distancing is observed.
Financial Strategizing
Financial strategizing at Liberty involves crafting personalized financial plans that align with your unique goals and circumstances. I analyze your current financial situation, future aspirations, and potential risks, then create a strategic roadmap. This includes optimizing investments, managing risks, planning for retirement, and ensuring long-term financial security, all while considering market trends and opportunities for growth.
Mortgage Origination/Home Loan Specialist
As a home loan specialist for residential and commercial clients, I provide expert guidance in securing the best financing options for property purchases. I assist clients through the entire loan process, from application to approval, ensuring tailored solutions that meet their specific needs. My services include evaluating loan products, and offering insights into market trends, all aimed at making property ownership or investment as seamless and beneficial as possible.
