DonnΓ© Marais

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DonnΓ© Marais I specialize in helping individuals and families navigate their financial journey.

With a comprehensive understanding of investment,retirement planning and risk management. Im dedicated to crafting personalized financial plans that align with my clients.

If you owned a machine that generated money every month, would you insure it?Of course you would.So why wouldn’t you ins...
11/06/2026

If you owned a machine that generated money every month, would you insure it?

Of course you would.

So why wouldn’t you insure the one thing that generates your income - YOU?

Your ability to earn an income is your greatest financial asset. Income protection helps ensure that if illness or injury prevents you from working, your financial future remains protected.

19/05/2026

Structured Global Performer AI V2 and V8 Portfolios β€” now officially open for business.

Designed for investors who want access to global opportunities with intelligent portfolio structuring, these innovative solutions combine growth potential with strategic risk management in an ever-evolving market.

In a world driven by technology and transformation, the AI V2 and V8 Portfolios are built to help clients stay ahead by unlocking international market exposure through sophisticated investment strategies.

✨ Future-focused investing
🌍 Global market access
πŸ“ˆ Structured for performance
πŸ›‘οΈ Managed with risk considerations in mind

The future you imagine. Structured today.

Your income builds your life.But what protects it if you’re no longer here?Life cover isn’t about fear β€” it’s about love...
05/05/2026

Your income builds your life.
But what protects it if you’re no longer here?

Life cover isn’t about fear β€” it’s about love, security, and legacy.

✨ Pay off debt
✨ Protect your children’s future
✨ Ensure your family can maintain their lifestyle
✨ Leave behind more than just memories

Too many women delay this decision… thinking β€œI’ll do it later.”
Later can be expensive β€” or too late.

The right cover is affordable, flexible, and tailored to YOU.

If you’ve ever wondered:
β€œWould my family be okay financially without me?”
…then it’s time to have this conversation.

πŸ“© Let’s build a plan that protects everything you’ve worked for.

The cost of delaying Retirement planning πŸ’΅ Waiting 10 years could cost you R6million - RA contributions start from as li...
20/04/2026

The cost of delaying Retirement planning πŸ’΅

Waiting 10 years could cost you R6million - RA contributions start from as little as R500 per month that’s one less eat out or one less clothing item.



This information is for educational purposes only and should not be construed as financial advice. Individual circumstances may vary, and it is recommended to consult a qualified financial advisor before making any financial decisions.

Retirement intelligence means turning your hard work today through smart personalised planning into the lifestyle you de...
20/04/2026

Retirement intelligence means turning your hard work today through smart personalised planning into the lifestyle you deserve for the future.​

πšƒπšŠπš”πšŽ πšŒπš˜πš—πšπš›πš˜πš• 𝚘𝚏 πš’πš˜πšžπš› π™΅πš’πš—πšŠπš—πšŒπš’πšŠπš• πšπšžπšπšžπš›πšŽ ! Im a dedicated Financial Advisor passionate about helping you create financial f...
06/06/2025

πšƒπšŠπš”πšŽ πšŒπš˜πš—πšπš›πš˜πš• 𝚘𝚏 πš’πš˜πšžπš› π™΅πš’πš—πšŠπš—πšŒπš’πšŠπš• πšπšžπšπšžπš›πšŽ !

Im a dedicated Financial Advisor passionate about helping you create financial freedom through smart, personalized planning.

Whether you’re navigating a career change, starting a business, preparing for retirement, or simply want to take charge of your money β€” let’s guide you every step of the way.

- Tailored Financial Planning
- Wealth-Building Strategies
- Budgeting
- Investment Guidance
- Empowering Through Financial Education

Let’s build a financial plan that reflects your goals, values, and lifestyle.

πŸ’Ό Book your free consultation today and take the first step toward a confident financial future.

15/04/2025

π™»πš’πš‹πšŽπš›πšπš’πšœ πš›πšŽπšπš›πšŽπš—πšŒπš‘πš–πšŽπš—πš πš™πš›πš˜πšπšŽπšŒπšπš˜πš›

This is an optional benefit designed to provide financial support if you’re retrenched under Section 189 of South Africa’s Labour Relations Act. It offers monthly payouts to help you manage essential expenses while seeking new employment. οΏΌ

π™Ίπ™΄πšˆ π™΅π™΄π™°πšƒπš„πšπ™΄πš‚:
β€’ Monthly Payouts: Receive up to 75% of your after-tax income, capped at R30,000 per month.
β€’ Benefit Duration: Choose between a 6-month or 12-month payout period. The 12-month option requires additional coverages, such as life cover, impairment, and income protector benefits, and must be combined with Liberty’s Loan Protection Package. οΏΌ οΏΌ

π™΄π™»πš’πšπš’πš‹πš’πš•πš’πšπš’ πšŒπš›πš’πšπšŽπš›πš’πšŠ:
β€’ Must be permanently employed and contributing to UIF.
β€’ A minimum of two years of continuous permanent employment is required before claiming.
β€’ A one-month waiting period applies after retrenchment before benefits commence. οΏΌ οΏΌ οΏΌ
β€’ Premium Waiver: During the claim period, Liberty waives the premiums for this benefit, ensuring continuous coverage without additional cost. οΏΌ

The Retrenchment Protector is available as an add-on to Liberty’s Lifestyle Protector or Income Protector plans. To explore this option further, let’s review your portfolio and add this awesome benefit!

πš†πš‘πš’ π™²πš‘πš˜πš˜πšœπšŽ 𝚞𝚜 𝚝𝚘 πšπšŠπš”πšŽ πšŒπšŠπš›πšŽ 𝚘𝚏 πš’πš˜πšžπš› π™Έπš—πšŸπšŽπšœπšπš–πšŽπš—πšπšœ πšŠπš—πš π™Έπš—πšœπšžπš›πšŽ πš’πš˜πšžπš› πš•πš’πšπšŽ ? Our lifestyle protector offers a wide variety for ...
08/04/2025

πš†πš‘πš’ π™²πš‘πš˜πš˜πšœπšŽ 𝚞𝚜 𝚝𝚘 πšπšŠπš”πšŽ πšŒπšŠπš›πšŽ 𝚘𝚏 πš’πš˜πšžπš› π™Έπš—πšŸπšŽπšœπšπš–πšŽπš—πšπšœ πšŠπš—πš π™Έπš—πšœπšžπš›πšŽ πš’πš˜πšžπš› πš•πš’πšπšŽ ?

Our lifestyle protector offers a wide variety for benefits to make sure your legacy lives on. You may feel like you pay a fortune throughout your lifetime towards your life policy and you get nothing back for it ?

Liberty changed that perspective for our clients and rewards them with a cash boost into your bank account every five years, you have any retirement planning or investment to add to your port folio.

Our ADDLIB bonus offers a great cash back option to our clients to reward them for paying their premiums on their lifestyle protector while saving toward big goals you might have in life or your main goal, retirement!

Get up to 40% back, of your lifestyle premiums paid in cash every five years as a bonus from us should you have any investment and retirement plan.

This was we reward our clients for paying their premiums and committing to a better future for themselves and their loved ones.

Find out more about our ADDLIB Bonus, lifestyle protector and investment options available to you.

21/03/2025
πšƒπš‘πšŽ  πšπšžπšπšžπš›πšŽ  𝚒𝚘𝚞  πš πš’πš•πš• πšƒπš‘πšŠπš—πš” 𝚈𝚘𝚞!The earlier you start saving for retirement, the more time your money has to grow. Whet...
16/01/2025

πšƒπš‘πšŽ πšπšžπšπšžπš›πšŽ 𝚒𝚘𝚞 πš πš’πš•πš• πšƒπš‘πšŠπš—πš” 𝚈𝚘𝚞!

The earlier you start saving for retirement, the more time your money has to grow. Whether it’s building a nest egg, planning for financial independence, or living your dream lifestyle, starting today can make all the difference.

Small steps now = Big rewards later.

Take control of your tomorrowβ€”schedule your free retirement planning consultation today!

Address

Cape Town
7700

Telephone

+27729318515

Website

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