Category Archives: Wealth Planning

With the Limited offer Liberty Structured Global Performer V2 and the Liberty Structured Global Performer ESG V2 portfolios, you can invest Global, without fear of any currency fluctuations. Liberty is providing you with a way to access global growth and diversify your world. The prized goal of a solid investment is to achieve the growthContinue reading “Yes, we love global investment exposure”

The last few years we have seen a substantiable amount of our clients opting to invest in Offshore Investments. And with good reason. In general terms, including some international exposure in a portfolio has been shown to be beneficial for almost all long-term investors. The stocks listed on the JSE represent only 1% of theContinue reading “Let’s Talk Offshore”

Good day, As a keen investor, you know that one of the best ways to build future wealth is to diversify your investment portfolio through offshore investments, so that you can choose to study, travel, retire abroad or leave a legacy for your loved ones. But investing offshore can be daunting and complicated.  Liberty’s OffshoreContinue reading “Creating future wealth with offshore investments”

Let’s start with a simple question: What does it mean to build wealth? The fantasy scenario may vary from person to person, but we all share the same minimum expectation: we want our savings to grow over time and outpace inflation. In recent years, many of us have only just managed to achieve this basicContinue reading “Six ways to wealth that apply to us all”

Education is costly and requires much thought and consideration. Without a proper savings strategy; you could find yourself running around for that extra cash to pay for your child’s education. With the increasing education costs; parents should take it upon themselves to plan and save in advance. Not forgetting that unforeseen expenses will pop-up fromContinue reading “Save for your child’s education”

Good day, Going at it alone has never been more popular. Technology advancements have allowed for setting up shop to be a low-cost and seamless process. One doesn’t even need an office or staff to compete and function globally. Record numbers of workers are shunning traditional employment for the freedom of running their own business.Continue reading “Financial planning for the self-employed”