Retirement Planning

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Investment Strategy

The most important financial choice is to make a start and also ensure that annual increases stay ahead of inflation.

Understanding Markets

Ensuring you are aware of and following market trends will help understand that it is not timing the market and constantly changing funds however is time in the market.... Know where your money is invested.

Retirement Products to consider

Liberty has a variety of different investment products for clients needs pre or post retirement

Post retirement we have the bold range to give you an annuity income when you stop working

Liberty has the builder series which has a large array of funds that you can be invested in. In addition there is Agile which has cheap fees and a stop and start component when times get tough.

Liberty has two preservation funds to you disposal when you have left employment to keep you money safe till you retire.

Fun Facts

  • Less than 4% of South Africans can comfortably retire with the same standard of living that they have while working