Financial Services

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. 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. 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. What We Offer
.

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. 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: clive.kolbe@liblink.co.za