SlideShare a Scribd company logo
1 of 6
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.
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.
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.
What We Offer
.
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.
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: 021 204 4472
Fax: 0866750491
Email: clive.kolbe@liblink.co.za

More Related Content

What's hot

Estate planning b 2013/14
Estate planning b  2013/14Estate planning b  2013/14
Estate planning b 2013/14Oliver Taylor
 
Pension Certification webinar
Pension Certification webinarPension Certification webinar
Pension Certification webinarJohnsonFleming
 
2015.05.27 rate setter pl broker webinar
2015.05.27 rate setter pl broker webinar2015.05.27 rate setter pl broker webinar
2015.05.27 rate setter pl broker webinarDianaFairGoFinance
 
Usdro Powerpoint
Usdro PowerpointUsdro Powerpoint
Usdro Powerpointjfeder1
 
DouglasKatz_Corporate_Benefits_Program
DouglasKatz_Corporate_Benefits_ProgramDouglasKatz_Corporate_Benefits_Program
DouglasKatz_Corporate_Benefits_ProgramDoug Katz
 
A4-Flyer-Suite-of-Services_broker-photo_no-crops
A4-Flyer-Suite-of-Services_broker-photo_no-cropsA4-Flyer-Suite-of-Services_broker-photo_no-crops
A4-Flyer-Suite-of-Services_broker-photo_no-cropsPeter Keenan
 
Key Financials Advert
Key Financials AdvertKey Financials Advert
Key Financials Advertkeyfinancials
 
Beal Jacksonville Invitation March 29, 2016 new version
Beal Jacksonville Invitation March 29, 2016 new versionBeal Jacksonville Invitation March 29, 2016 new version
Beal Jacksonville Invitation March 29, 2016 new versionBurt Beal
 
Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!audreypatts
 
Share samadhan profile
Share samadhan profileShare samadhan profile
Share samadhan profileVikash Jain
 
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...Expat Wealth Care
 

What's hot (20)

Private Wealth Management and Banking for Lawyers
Private Wealth Management and Banking for LawyersPrivate Wealth Management and Banking for Lawyers
Private Wealth Management and Banking for Lawyers
 
Estate planning b 2013/14
Estate planning b  2013/14Estate planning b  2013/14
Estate planning b 2013/14
 
Pension Certification webinar
Pension Certification webinarPension Certification webinar
Pension Certification webinar
 
Midwest Advantage Value
Midwest Advantage ValueMidwest Advantage Value
Midwest Advantage Value
 
2015.05.27 rate setter pl broker webinar
2015.05.27 rate setter pl broker webinar2015.05.27 rate setter pl broker webinar
2015.05.27 rate setter pl broker webinar
 
Private schools
Private schoolsPrivate schools
Private schools
 
MDS FINAL
MDS FINALMDS FINAL
MDS FINAL
 
Fred M Orentlich
Fred M Orentlich Fred M Orentlich
Fred M Orentlich
 
Usdro Powerpoint
Usdro PowerpointUsdro Powerpoint
Usdro Powerpoint
 
DouglasKatz_Corporate_Benefits_Program
DouglasKatz_Corporate_Benefits_ProgramDouglasKatz_Corporate_Benefits_Program
DouglasKatz_Corporate_Benefits_Program
 
Loan provider in virar
Loan provider in virarLoan provider in virar
Loan provider in virar
 
A4-Flyer-Suite-of-Services_broker-photo_no-crops
A4-Flyer-Suite-of-Services_broker-photo_no-cropsA4-Flyer-Suite-of-Services_broker-photo_no-crops
A4-Flyer-Suite-of-Services_broker-photo_no-crops
 
Key Financials Advert
Key Financials AdvertKey Financials Advert
Key Financials Advert
 
Loan provider in Virar
Loan provider in VirarLoan provider in Virar
Loan provider in Virar
 
Beal Jacksonville Invitation March 29, 2016 new version
Beal Jacksonville Invitation March 29, 2016 new versionBeal Jacksonville Invitation March 29, 2016 new version
Beal Jacksonville Invitation March 29, 2016 new version
 
Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!Non conforming loans australian mortgage awards finalist!
Non conforming loans australian mortgage awards finalist!
 
Saving for Tomorrow Starts Today
Saving for Tomorrow Starts TodaySaving for Tomorrow Starts Today
Saving for Tomorrow Starts Today
 
ABFL Case Study Final - People 2 People CIC March 2013
ABFL Case Study Final - People 2 People CIC March 2013ABFL Case Study Final - People 2 People CIC March 2013
ABFL Case Study Final - People 2 People CIC March 2013
 
Share samadhan profile
Share samadhan profileShare samadhan profile
Share samadhan profile
 
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...
Mutual fund - Marketing Perspective, Investment Vehicles Plans in UAE, Abu Dh...
 

Viewers also liked

Green-Housing-Presentation-v2
Green-Housing-Presentation-v2Green-Housing-Presentation-v2
Green-Housing-Presentation-v2Barbara Cox
 
importance of proofreaders in translation company
importance of proofreaders in translation companyimportance of proofreaders in translation company
importance of proofreaders in translation companylee shin
 
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non Struktural
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non StrukturalPP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non Struktural
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non StrukturalMuhammad Sirajuddin
 
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บ
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บใบงานที่6 นางสาว-สุรีพร-คำติ๊บ
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บParadon Boonme
 
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)Marek Maciaszek
 

Viewers also liked (8)

Green-Housing-Presentation-v2
Green-Housing-Presentation-v2Green-Housing-Presentation-v2
Green-Housing-Presentation-v2
 
importance of proofreaders in translation company
importance of proofreaders in translation companyimportance of proofreaders in translation company
importance of proofreaders in translation company
 
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non Struktural
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non StrukturalPP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non Struktural
PP 22 tahun 2016 tentang THR Non PNS dan Lembaga Non Struktural
 
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บ
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บใบงานที่6 นางสาว-สุรีพร-คำติ๊บ
ใบงานที่6 นางสาว-สุรีพร-คำติ๊บ
 
Richfeel Anagrow
Richfeel AnagrowRichfeel Anagrow
Richfeel Anagrow
 
Costume
Costume Costume
Costume
 
Implantación
ImplantaciónImplantación
Implantación
 
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)
Projekt Unijny: eSerwisowanie (TeamSoft Sp. z o.o.)
 

Similar to Envestpro Financial Services

Rathbones main brochure 2015
Rathbones main brochure 2015Rathbones main brochure 2015
Rathbones main brochure 2015Stuart Daniel
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016philipharper
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016Andy Francis
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Andy Francis
 
Alpha Wealth Brochure
Alpha Wealth BrochureAlpha Wealth Brochure
Alpha Wealth BrochureDaniel Varian
 
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014James Campion
 
Introducing Infinity Brochure web version_V2_2016Mar18
Introducing Infinity Brochure web version_V2_2016Mar18Introducing Infinity Brochure web version_V2_2016Mar18
Introducing Infinity Brochure web version_V2_2016Mar18Chas Begley
 
SI Capital Company Brochure 2016
SI Capital Company Brochure 2016SI Capital Company Brochure 2016
SI Capital Company Brochure 2016Matthew Lambert
 
WP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESWP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESBill Rainger
 
IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016J. Cawley
 
IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016Amy Oviedo
 

Similar to Envestpro Financial Services (20)

Rathbones main brochure 2015
Rathbones main brochure 2015Rathbones main brochure 2015
Rathbones main brochure 2015
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
Newsletter march-2016
Newsletter march-2016Newsletter march-2016
Newsletter march-2016
 
Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016Staff Benefits Newsletter 2016
Staff Benefits Newsletter 2016
 
Alpha Wealth Brochure
Alpha Wealth BrochureAlpha Wealth Brochure
Alpha Wealth Brochure
 
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
BI%20Brochure%20Award%20Winning%20Investment%20Management%20Jan%202014
 
Introducing Infinity Brochure web version_V2_2016Mar18
Introducing Infinity Brochure web version_V2_2016Mar18Introducing Infinity Brochure web version_V2_2016Mar18
Introducing Infinity Brochure web version_V2_2016Mar18
 
Infinity_Brochure
Infinity_BrochureInfinity_Brochure
Infinity_Brochure
 
SI Capital Company Brochure 2016
SI Capital Company Brochure 2016SI Capital Company Brochure 2016
SI Capital Company Brochure 2016
 
Investments
InvestmentsInvestments
Investments
 
Investments - Copy
Investments - CopyInvestments - Copy
Investments - Copy
 
Investments
InvestmentsInvestments
Investments
 
Investments
InvestmentsInvestments
Investments
 
Investments
InvestmentsInvestments
Investments
 
Investments
InvestmentsInvestments
Investments
 
Investments
InvestmentsInvestments
Investments
 
Investments
InvestmentsInvestments
Investments
 
WP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RESWP Corporate Brochure - LOW RES
WP Corporate Brochure - LOW RES
 
IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016
 
IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016IFP Brochure LPL_8-2016
IFP Brochure LPL_8-2016
 

Envestpro 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.
  • 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: 021 204 4472 Fax: 0866750491 Email: clive.kolbe@liblink.co.za