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Envestpro financial services

Financial Services

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Envestpro financial services

  1. 1. Liberty Group Enterprise of the Year 2011 & 2013 Envestpro Financial Services (Pty) Ltd is an affiliate of the Liberty Group Limited and have been changing the lives of Liberty’s customers since 1998.
  2. 2. Envestpro Financial Services Envestpro Financial Services Our Vision: Changing Lives – “One Life at a Time” Our Mission: Achieving our vision through comprehensive Wealth Planning. Always start each day from a place of excellence, be driven to be the best in what we do, never settle for mediocrity, live our lives to higher standard. Our Approach: Is one where we first clearly define a need and then provide a solution whereby we implement a sound financial services strategy that is agreed upon and continuously reviewed to keep it relevant.
  3. 3. What We Live By At Envestpro Financial Services we take a different approach to financial planning: We start with you, your aspirations and your life goals. Our approach is similar to a builder constructing a home. You need a solid Foundation in order to erect the Walls and Roof. This unique approach is designed to help the customer manage their financial needs, while growing wealth so that they have the means to truly “Own Their Lives”. Drafting a Wealth Plan is part of a comprehensive, on-going partnership between the customer and the Wealth Adviser, which adapts and changes to suit the customer’s real needs.
  4. 4. What We Offer .
  5. 5. Contact Us Who will take care of your family when you not around? Will you retire one day and still be able to have a good standard of living? Are you saving enough for your children’s education? Are you prepared should you suffer a dread disease like cancer? Have you made provision should you become disabled and cannot work any longer? Do you have a Will in place? For a consultation with an Accredited Financial Advisor or if you need more information regarding the above, leave your details and we will set an appointment to come and meet with you at your convenience.
  6. 6. Thank You Liberty Group Limited is an Authorised Financial Services Provider in terms of the FAIS Act (Licence No. 2409). Stanlib Ltd is Authorised Financial Services Provider in terms of the FAIS Act (Licence no. 2610590). Envestpro Financial Services (Pty) Ltd (reg. no. 98/020978/07) is affiliated to the Liberty Group Limited. Envestpro Shortterm (Pty) Ltd is an Authorised Financial Services Provider in terms of the FAIS Act (Licence no. 20701) The information contained in this document does not constitute advice by Liberty. Any legal, technical or product information contained in this document is subject to change from time to time. If there are any discrepancies between this document and the contractual terms or, where applicable, any fund rules, the latter will prevail. Past performance cannot be relied on as an indication of future performance. Investment performance will depend on the growth in the underlying assets, which will be influenced by inflation levels in the economy and prevailing market conditions. Any recommendations made must take into consideration your client’s specific needs and unique circumstances. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those the Liberty Group Limited, Envestpro Financial Services (Pty) Ltd, Envestpro Shortterm (Pty) Ltd. Clive Kolbe Financial Advisor Representative of Liberty Group Limited Cell: 072 710 5225 Tel: 021 200 1765 ext 1791 Fax: 0866750491 Email: