Deon Calitz - Liberty Financial Advisor

11/11/2016

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

26/10/2016

Are you a statistic?

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

Nearly half of millennials say they don't have a plan for retirement. Make sure that's not you.

25/10/2016

Excellent read!

An independent financial adviser outlines benefits and disadvantages of some ways to generate a passive income.

25/10/2016

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

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

25/10/2016

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

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

24/10/2016

Very interesting article on the Rand volatility

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

24/10/2016

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

18/10/2016

• 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 Life has launched an innovative living annuity with a guarantee against market losses, which it hopes will enable ...

18/10/2016

Very interesting

Medical aid scheme trustees are making a killing from member contributions, even more than R500 000.

12/10/2016

Liberty Offerings

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

12/10/2016

• 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]

12/10/2016

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]