We Provide
Insight
Planner intervention is crucial to securing your financial future
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
Let us help you secure your financial future.
We are contracted to Liberty Group Limited
Liberty Group Limited – an Authorised Financial Services Provider in terms of the FAIS Act (Licence no 2409)
WORKING TOGETHER
Howard Mills
Financial Planner
The security that lies in old-school stability and time-honoured solutions forms an underpinning role in our business and the value that we bring to you.
Mitchell Cary
Financial Planner
Life will never move forward if we don’t embrace change - however hard that may be. Having a trusted partnership that supports us makes embracing change easier.
Jarrod Dodgen
Financial Planner
Whatever our decisions are in life, we need to understand why we’ve made them so that we can stick by them and encourage others to do the same. Partnerships help us grow.
Eric Ackroyd
Financial Planner
Graeme Hart
Financial Planner
Kristen Van Der Merwe
Paraplanner
Meera Patel
Paraplanner
Cherees Le Roux
Deseree Isaacs
Jordan Isaacs
Sherilee Singh
Purpose.
Meaning.
Value.
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
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
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
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: Sherilee.singh@liblink.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