About This Business
South Africa
About This Business
Liberty is a financial services company that offers a range of insurance and investment solutions to individuals. With a team of professionally trained Liberty Financial Advisers, the company guides clients through every step of their life-long financial journey. Liberty provides various tools and calculators, including Education, Investment, Retirement, and Inflation calculators, to help clients make informed financial decisions. The company also offers a streamlined process for filing claims and managing insurance benefits. Additionally, Liberty emphasizes the importance of having a will as part of financial planning, ensuring that one's wishes are respected after passing away. The company also helps clients determine their net worth, which is essential for understanding their financial value at a given point in time. Liberty's investment solutions include STASH, a tax-free investment app that allows clients to invest small amounts daily, starting at just R5, in either SA Top 40 Shares or Cash+ portfolios. With a focus on expert financial guidance, Liberty is committed to helping clients navigate the complexities of financial planning, including the Two-Pot legislation and retirement planning. The company's mission is to provide peace of mind and financial security to its clients, ensuring that their plans are not derailed by life's unpredictabilities. By offering a range of financial products and services, Liberty aims to be a trusted partner for individuals seeking to secure their financial futures. With its team of expert financial advisers and user-friendly tools, Liberty is well-positioned to help clients achieve their financial goals and aspirations.
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Customer Review
Financial Freedom Found with Liberty
I'm absolutely thrilled with the service I've received from Liberty! As someone who's always been a bit clueless when it comes to managing my finances, I was hesitant to seek help, but the team at Liberty has been a game-changer. My financial adviser took the time to understand my goals and created a personalized plan that's helped me make sense of my finances. The tools and calculators on their website have been super helpful, especially the retirement calculator - it's given me a clear picture of where I stand and what I need to do to achieve my goals. I've also started using the STASH app, which has made investing so easy and accessible. The fact that I can start with small daily investments of just R5 is amazing! What really impressed me, though, was the emphasis Liberty places on having a will as part of my overall financial plan. It's not something I'd thought about before, but it's given me peace of mind knowing that my wishes will be respected. The process of filing claims and managing my insurance benefits has also been seamless. I feel like I've finally got my financial life together, and it's all thanks to Liberty. Their mission to provide peace of mind and financial security really resonates with me, and I feel like I'm in good hands. If you're looking for a trusted partner to help you navigate the world of finance, I highly recommend Liberty. Five stars isn't enough - I'd give them ten stars if I could!
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