Deon Calitz - Liberty Financial Advisor

• 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 ...

• 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]