We Provide
Insight

Planner intervention is crucial to securing your financial future

Purpose Value Purpose into Planning

INSIGHT INTO SAVING & INVESTING

We can’t predict the future, but we can control how much money we save. By crafting a dedicated savings strategy, you can achieve your saving and investment goals to secure your financial future.

INSIGHT INTO POST-RETIREMENT PLANNING

Retirement needs to be fun! Not only should you secure an adequate and growing income, but you should also have a nest egg (provisions and contingencies) to pay for medical, home and household expenses, vehicles and of course hobbies and holidays!

INSIGHT INTO LEARNING & ENABLEMENT

We ensure that every decision you make is well understood and that a clear financial plan is in place. This empowers you to make bold decisions that will secure your financial future.

INSIGHT INTO RISK & HEALTH COVER

The cornerstone of financial planning is to provide financial stability to your loved ones should you pass away. Furthermore, part of your foundations of financial planning is protecting your greatest asset which is your ability to earn and provide an income.

INSIGHT INTO BUSINESS & EMPLOYEE BENEFITS

Business owners spend a lifetime building their passion into a business that adds value. Our partnership will help you secure and plan for the extension of your purpose in your business.

INSIGHT INTO ESTATE PLANNING

It is important that your legacy is passed on to your loved ones and protected for future generations. Securing your financial future extends beyond your own plan and begins to lay the foundation for those who will stand on your shoulders.

Let's Build a
Partnership

That will create value and give insight and purpose to your wealth

Guided by Certified Financial Planners, our team of financial planning professionals have the knowledge and expertise to provide continuity to you and your inner-circle within a consistent and trustworthy financial environment.

Let us help you secure your financial future.

We are contracted to Liberty Group Limited

Liberty Logo Large white

 

Liberty Group Limited – an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)

WORKING TOGETHER

You Discover
Purpose

Sometimes we discover our purpose after taking a journey. Sometimes our purpose is found in the people we care about the most. Sometimes, we’ve known our purpose all along.

Let us help you shape your financial future to not only fit your life
but to fulfil your purpose too.

Our Blogs

Taking stock and talking stocks
Three ways to survive a bear market
Planning reduces anxiety
One of the worst things to plan for…
What lockdown taught us about wills
Anxiety and our money
 

Testimonials

Hear what our clients have to say

  • During my first attendance of your Retirement Workshop, (September 2016) I was
    overwhelmed by your;

    Holistic understanding of the underlying issues and the complexity of retirement
    in our present time and space.

    Realistic and process approach to the complexity of retirement planning and
    relevant associated investment options available.

    Since we started actively engaging to develop a personalized albeit authentic and
    comprehensive retirement strategy and implementation package, I have been
    impressed by your;

    Dr JCC Badenhorst

    1/2
  • Dedicated, considerate and fluent style, with which you have assisted, supported and guided me through the complexity of retirement planning more specifically, the opportunities for the investment of capital.

    Spectrum of technical-, financial- and product knowledge, past experience/exposure and ever vigilant approach to matters of holistic investment. Extraordinary intra- and interpersonal flair and personal adjusting for my specific circumstance and requirements.

    My gratitude for your present and future enablement and active mentoring as regards my present and future peace of mind.

    I have no hesitation in recommending your consultation service/s and administrative support as being at the highest level of competence and competency.

    Dr JCC Badenhorst

    2/2
  • You have always provided Aurel and I with comprehensive unbiased financial planning advice.

    Thank you for ensuring that my recent claim was processed and paid efficiently while I was busy with my treatment. Your advice and assistance regarding our changing needs has been extremely useful while we are busy relocating to the UK.

    Your guidance regarding our options for our local and offshore investment strategy has provided us with the tools to ensure that our wealth is well diversified given the current global investment climate. We are proud to be associated with you and your team at Insight and we highly recommend your services.

    Wendy and Aurel Nicolae

Contact us

Tel: 010 245 7101
Fax: 086 6749151
Email: info@insightadvice.co.za

Stonemill Office Park
300 Acacia Street
Cresta

 

Liberty Group Limited – an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)​

If you have a complaint in respect of the service rendered to you, or If you are uncertain about extent of the representative’s authority, please
direct your queries to our call centre on 0860 456 789 or facsimile 0866 880 717 for full details of our complaints handling procedure. Group.compliance@liberty.co.za