01/07/2020
As South Africans continue to adjust to life under severe restrictions, many are feeling the strain of business closures and reduced or no pay.
From a financial perspective, people are being bombarded with information and ‘advice’ from all sides. The fear of the unknown can prevent people from making sensible financial decisions.
At the same time, financial advisers have been unable to hold face-to-face meetings with clients to provide the advice and support that they need. So Liberty is thinking differently about the way we connect with you.
Our aim is to help people and clients understand their current circumstances and to make more informed decisions that will help them to adjust their journey to financial freedom. To do this, we have developed a great new tool, that’s quick to use without the need for a face-to-face meeting.
Quick Connect helps people to understand exactly where they are on their financial journey. It helps them to consider their current overall financial wellness, and their responses result in an automatically generated report that provides a useful diagnostic assessment.
Give it a try: