Deon Calitz - Liberty Financial Advisor

http://stanlib.defusion.com/comms/new-brand-campaign/

Are you a statistic?

Contact me on to change that!
Deon Calitz - Liberty Financial Advisor
076 786 3109
[email protected]

7 Things Most Millennials Don't Know About Preparing For Retirement Nearly half of millennials say they don't have a plan for retirement. Make sure that's not you.

Excellent read!

Passive income: Myth or investment magic? An independent financial adviser outlines benefits and disadvantages of some ways to generate a passive income.

Stick to a long-term investment strategy and avoid making an rash decisions!

Investing in uncertain times Local politics is creating more than usual uncertainty and two investment strategists put their approach in perspective.

Here is a breakdown of some of the major schemes in South Africa and their average increases for 2017

Medical scheme hikes Many medical schemes have announced their increases for 2017 – and they’re mostly in the double digits. But there are a few exceptions.

Very interesting article on the Rand volatility

Reason for the rand’s volatility revealed The mystery behind the rand’s volatility has been identified in a working paper by the International Monetary Fund.

“Investing should be like watching paint dry or watching grass grow. If you want excitement…go to Las Vegas” – Paul Samuelson

• Are you currently living off a Pension?

• Are you concerned about the market and the performance of your investment returns?

Lets get together and talk about Liberty's new Bold Living Annuity and you can switch over today!

A Pension that offers Capital Guarantee at very affordable and flexible guarantee charges - yet offers the upside on the good market returns.

Deon Calitz - Liberty Financial Advisor
076 786 3109

Liberty’s new annuity has a safety harness | IOL Liberty Life has launched an innovative living annuity with a guarantee against market losses, which it hopes will enable ...

Very interesting

How medical aids milk you Medical aid scheme trustees are making a killing from member contributions, even more than R500 000.

Liberty Offerings

Contact me should you need assistance :)
076 786 3109
[email protected]

• Are you worried about paying tax on your Investment Growth?

• Are you worried about paying Executors Fees on your Investments being left to someone in your Will?

• Are you a Business wanting to save on taxes and ensure that you have access to funds periodically (if required) that is tax free?

These are just some reasons why an Endowment is an excellent vehicle for Investing, however this would need to be assessed based on your current tax exposure or risks on the above.

Contact me for further information and for a review :)
076 786 3109
[email protected]

Cancer can have serious Financial Implications as Medical Schemes don't always cover all the costs...

So the only ways one can cover these shortfalls are through GAP Cover linked to your Medical Aid and then Dread Disease (Critical Illness) Cover.

Contact me for more information :)
076 786 3109
[email protected]