In addition to our actuarial and personal financial planning services, we also offer short-term individual and business insurance products.
The actuarial services of Insurance Zone and Liberty Corporate Consultants & Actuaries aim to enhance the quality of advice we provide and to use actuarial science to solve the financial challenges of potential and existing clients.
Personal Financial Planning
Our Liberty-mandated advisors offer a full financial planning service to business owners and individuals, closely tied to our employee benefits offering. This exists to support all employees, including current and previous fund members, and covers:
- Savings and investments
- Life, disability and dread disease cover
- Retirement planning
- Tax planning
- Estate planning
Our financial advisors conduct a detailed analysis of the client’s financial position, preferences and objectives, known as a Financial Needs Analysis. They then advise on an appropriate course of action to meet the client's objectives and, if necessary, recommend a suitable financial product to match the client’s needs.
Our advisors are also able to provide financial counselling to fund members prior to retirement or at the time of claim (at the member’s request), or to their dependants after the death of a member (at the trustees’ request). Where appropriate, we provide ongoing support for members relating to their individual investment selection.
Please contact us directly to discuss your specific circumstances and needs.