SlideShare a Scribd company logo
Investment Builder
DO YOU KNOW HOW TO HELP ME REACH MY GOALS?
From as little as R500 a month you can start putting money towards the things
you really want.
With the Investment Builder, you can save for what you really want, even if there are unexpected life events
along the way.
It is important to note that the Investment Builder is a five year commitment and you should only invest in it if you
won’t need access to this money for five years.
After five years, you have unlimited access to your investment.
If you are retrenched, we will invest on your
behalf for a full year whilst you find and settle
into your new job.
You can use this benefit up to 3 times before
your 65th
birthday.
If you become disabled, we know that you
may still have the same investment goals, so
we will keep investing on your behalf until
your 60th
birthday.
Invest R30,000 over 5 years, and we’ll refund 25% of the management fees you’ve paid.
R20
R10
Liberty keeps investing for you*
Be rewarded
*excluding ad hoc increases to the regular premium and automatic premium increases in the preceding 12 months
For more information about saving toward your dreams, speak to a Liberty
adviser, contact our call centre on 0860 327 327 or visit www.liberty.co.za
Disclaimer
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 specific needs and unique
circumstances.
Liberty Group Limited is an authorised financial services provider (no. 2409) Terms and conditions apply.
© Liberty Group Ltd 2013. All rights reserved.

More Related Content

What's hot

1. fwb financial planning
1. fwb financial planning1. fwb financial planning
1. fwb financial planning
Fortune Well Being
 
Smsf presentation print colors and disclaimer 2014
Smsf presentation print colors and disclaimer 2014Smsf presentation print colors and disclaimer 2014
Smsf presentation print colors and disclaimer 2014
Harold Brooker
 
Superannuation Changes | Family Business Accoutnants | Westcourt
Superannuation Changes | Family Business Accoutnants | WestcourtSuperannuation Changes | Family Business Accoutnants | Westcourt
Superannuation Changes | Family Business Accoutnants | Westcourt
Craig Seddon
 
Public provident fund {final}
Public provident fund {final}Public provident fund {final}
Public provident fund {final}Aftab Mulla
 
Foundations of financial independence
Foundations of financial independenceFoundations of financial independence
Foundations of financial independence
Robert Greiner
 
Individual saving account
Individual saving accountIndividual saving account
Individual saving account
Darren Scott
 
Here are 4 tax tips for you before end of Financial Year
Here are 4 tax tips for you before end of Financial YearHere are 4 tax tips for you before end of Financial Year
Here are 4 tax tips for you before end of Financial Year
Y. Sam El Shammaa
 
Retirement planning - FinVise India
Retirement planning - FinVise IndiaRetirement planning - FinVise India
Retirement planning - FinVise India
FinVise India
 
How you can become a 401k millionaire in three easy steps
How you can become a 401k millionaire in three easy stepsHow you can become a 401k millionaire in three easy steps
How you can become a 401k millionaire in three easy steps
Sasha Stewart
 

What's hot (13)

Afortus Trifold
Afortus TrifoldAfortus Trifold
Afortus Trifold
 
Jeevan saral
Jeevan saralJeevan saral
Jeevan saral
 
1. fwb financial planning
1. fwb financial planning1. fwb financial planning
1. fwb financial planning
 
Smsf presentation print colors and disclaimer 2014
Smsf presentation print colors and disclaimer 2014Smsf presentation print colors and disclaimer 2014
Smsf presentation print colors and disclaimer 2014
 
Superannuation Changes | Family Business Accoutnants | Westcourt
Superannuation Changes | Family Business Accoutnants | WestcourtSuperannuation Changes | Family Business Accoutnants | Westcourt
Superannuation Changes | Family Business Accoutnants | Westcourt
 
Public provident fund {final}
Public provident fund {final}Public provident fund {final}
Public provident fund {final}
 
Foundations of financial independence
Foundations of financial independenceFoundations of financial independence
Foundations of financial independence
 
Individual saving account
Individual saving accountIndividual saving account
Individual saving account
 
AnnuityGoodBadUgly55-LOCKED
AnnuityGoodBadUgly55-LOCKEDAnnuityGoodBadUgly55-LOCKED
AnnuityGoodBadUgly55-LOCKED
 
Here are 4 tax tips for you before end of Financial Year
Here are 4 tax tips for you before end of Financial YearHere are 4 tax tips for you before end of Financial Year
Here are 4 tax tips for you before end of Financial Year
 
Retirement planning - FinVise India
Retirement planning - FinVise IndiaRetirement planning - FinVise India
Retirement planning - FinVise India
 
LIM2016
LIM2016LIM2016
LIM2016
 
How you can become a 401k millionaire in three easy steps
How you can become a 401k millionaire in three easy stepsHow you can become a 401k millionaire in three easy steps
How you can become a 401k millionaire in three easy steps
 

Viewers also liked

Sd18 El
Sd18 ElSd18 El
Sd18 El
guest0acb59
 
NARCAN Training PROGRAM 2016
NARCAN Training PROGRAM 2016NARCAN Training PROGRAM 2016
NARCAN Training PROGRAM 2016Clair Antoine
 
income-Protector benefits-self-employed individuals
income-Protector benefits-self-employed individualsincome-Protector benefits-self-employed individuals
income-Protector benefits-self-employed individualsSonette Willett
 
Time Travelling.... Is It Possible?
Time Travelling.... Is It Possible?Time Travelling.... Is It Possible?
Time Travelling.... Is It Possible?
Dhaval Shukla
 
Crative and media home work unit 1
Crative and media home work unit 1Crative and media home work unit 1
Crative and media home work unit 1marie
 
Ott content services in vietnam an inevitable market trend
Ott content services in vietnam an inevitable market trendOtt content services in vietnam an inevitable market trend
Ott content services in vietnam an inevitable market trendBrian TRAN
 
Caso de valentía
Caso de valentíaCaso de valentía
Caso de valentía7Xekoba3
 
. State of the telecoms services sector in europe
. State of the telecoms services sector in europe. State of the telecoms services sector in europe
. State of the telecoms services sector in europe
CMR WORLD TECH
 
Laporan prakerin
Laporan prakerinLaporan prakerin
Laporan prakerin
cicihnuryani
 
Science fiction ...and bears?
Science fiction ...and bears?Science fiction ...and bears?
Science fiction ...and bears?Johan Koren
 
8 Mile Foodtruck Questions and Answers
8 Mile Foodtruck Questions and Answers8 Mile Foodtruck Questions and Answers
8 Mile Foodtruck Questions and Answers
BEDABRAT TALUKDAR
 

Viewers also liked (15)

The Gospel of Luke
The Gospel of LukeThe Gospel of Luke
The Gospel of Luke
 
Sd18 El
Sd18 ElSd18 El
Sd18 El
 
NARCAN Training PROGRAM 2016
NARCAN Training PROGRAM 2016NARCAN Training PROGRAM 2016
NARCAN Training PROGRAM 2016
 
income-Protector benefits-self-employed individuals
income-Protector benefits-self-employed individualsincome-Protector benefits-self-employed individuals
income-Protector benefits-self-employed individuals
 
Krypton
KryptonKrypton
Krypton
 
WA_handbook_eng
WA_handbook_engWA_handbook_eng
WA_handbook_eng
 
Time Travelling.... Is It Possible?
Time Travelling.... Is It Possible?Time Travelling.... Is It Possible?
Time Travelling.... Is It Possible?
 
Crative and media home work unit 1
Crative and media home work unit 1Crative and media home work unit 1
Crative and media home work unit 1
 
Ott content services in vietnam an inevitable market trend
Ott content services in vietnam an inevitable market trendOtt content services in vietnam an inevitable market trend
Ott content services in vietnam an inevitable market trend
 
Caso de valentía
Caso de valentíaCaso de valentía
Caso de valentía
 
. State of the telecoms services sector in europe
. State of the telecoms services sector in europe. State of the telecoms services sector in europe
. State of the telecoms services sector in europe
 
Standard carnation show
Standard carnation showStandard carnation show
Standard carnation show
 
Laporan prakerin
Laporan prakerinLaporan prakerin
Laporan prakerin
 
Science fiction ...and bears?
Science fiction ...and bears?Science fiction ...and bears?
Science fiction ...and bears?
 
8 Mile Foodtruck Questions and Answers
8 Mile Foodtruck Questions and Answers8 Mile Foodtruck Questions and Answers
8 Mile Foodtruck Questions and Answers
 

Similar to Investment builder - 1 pager

Why preserve your money - 2015
Why preserve your money - 2015Why preserve your money - 2015
Why preserve your money - 2015Sonette Willett
 
Customer Email
Customer EmailCustomer Email
Customer Email
Carole Seawert
 
Commercial Equity Partners Intro
Commercial Equity Partners IntroCommercial Equity Partners Intro
Commercial Equity Partners Intro
lschmidtcep
 
Envestpro financial services
Envestpro financial servicesEnvestpro financial services
Envestpro financial services
Kolbe Clive
 
Envestpro Financial Services
Envestpro Financial ServicesEnvestpro Financial Services
Envestpro Financial ServicesKolbe Clive
 
SI Capital Company Brochure 2016
SI Capital Company Brochure 2016SI Capital Company Brochure 2016
SI Capital Company Brochure 2016Matthew Lambert
 
Non-Qualified, Deferred Compensation with AXA Equitable
Non-Qualified, Deferred Compensation with AXA EquitableNon-Qualified, Deferred Compensation with AXA Equitable
Non-Qualified, Deferred Compensation with AXA Equitable
Don McNeill, ChFC
 
Property investment - global serviced offices
Property investment - global serviced officesProperty investment - global serviced offices
Property investment - global serviced offices
Avantis Wealth
 
F Ds
F DsF Ds
How Money Works Us Ppt
How Money Works Us PptHow Money Works Us Ppt
How Money Works Us Pptjtuggle1
 
How Money Works Us
How Money Works UsHow Money Works Us
How Money Works UsKris Ellis
 
Guide to ISAs
Guide to ISAsGuide to ISAs
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - English
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - EnglishWealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - English
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - EnglishVaidyanathan V
 
Corporate bonds - Sweden
Corporate bonds - SwedenCorporate bonds - Sweden
Corporate bonds - Sweden
Avantis Wealth
 
Power to Produce the Unstoppable You
Power to Produce the Unstoppable You Power to Produce the Unstoppable You
Power to Produce the Unstoppable You G Wheeler,Jr.
 
Capital letter Feb'12 - Fundsindia
Capital letter Feb'12 - FundsindiaCapital letter Feb'12 - Fundsindia
Capital letter Feb'12 - Fundsindia
FundsIndia.com
 
Investment Insights July 2017
Investment Insights July 2017Investment Insights July 2017
Investment Insights July 2017
Cornerstone Wealth Management MWP
 
Key Principles
Key PrinciplesKey Principles
Key PrinciplesChris Rice
 
Key Principles Infographic
Key Principles InfographicKey Principles Infographic
Key Principles InfographicMerian Kohn
 

Similar to Investment builder - 1 pager (20)

Why preserve your money - 2015
Why preserve your money - 2015Why preserve your money - 2015
Why preserve your money - 2015
 
Customer Email
Customer EmailCustomer Email
Customer Email
 
Commercial Equity Partners Intro
Commercial Equity Partners IntroCommercial Equity Partners Intro
Commercial Equity Partners Intro
 
Envestpro financial services
Envestpro financial servicesEnvestpro financial services
Envestpro financial services
 
Envestpro Financial Services
Envestpro Financial ServicesEnvestpro Financial Services
Envestpro Financial Services
 
14 Sip Ps
14 Sip Ps14 Sip Ps
14 Sip Ps
 
SI Capital Company Brochure 2016
SI Capital Company Brochure 2016SI Capital Company Brochure 2016
SI Capital Company Brochure 2016
 
Non-Qualified, Deferred Compensation with AXA Equitable
Non-Qualified, Deferred Compensation with AXA EquitableNon-Qualified, Deferred Compensation with AXA Equitable
Non-Qualified, Deferred Compensation with AXA Equitable
 
Property investment - global serviced offices
Property investment - global serviced officesProperty investment - global serviced offices
Property investment - global serviced offices
 
F Ds
F DsF Ds
F Ds
 
How Money Works Us Ppt
How Money Works Us PptHow Money Works Us Ppt
How Money Works Us Ppt
 
How Money Works Us
How Money Works UsHow Money Works Us
How Money Works Us
 
Guide to ISAs
Guide to ISAsGuide to ISAs
Guide to ISAs
 
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - English
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - EnglishWealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - English
Wealthsurance Growth Insurance Plan_New - 10 Reasons Flyer - English
 
Corporate bonds - Sweden
Corporate bonds - SwedenCorporate bonds - Sweden
Corporate bonds - Sweden
 
Power to Produce the Unstoppable You
Power to Produce the Unstoppable You Power to Produce the Unstoppable You
Power to Produce the Unstoppable You
 
Capital letter Feb'12 - Fundsindia
Capital letter Feb'12 - FundsindiaCapital letter Feb'12 - Fundsindia
Capital letter Feb'12 - Fundsindia
 
Investment Insights July 2017
Investment Insights July 2017Investment Insights July 2017
Investment Insights July 2017
 
Key Principles
Key PrinciplesKey Principles
Key Principles
 
Key Principles Infographic
Key Principles InfographicKey Principles Infographic
Key Principles Infographic
 

Investment builder - 1 pager

  • 1. Investment Builder DO YOU KNOW HOW TO HELP ME REACH MY GOALS? From as little as R500 a month you can start putting money towards the things you really want. With the Investment Builder, you can save for what you really want, even if there are unexpected life events along the way. It is important to note that the Investment Builder is a five year commitment and you should only invest in it if you won’t need access to this money for five years. After five years, you have unlimited access to your investment. If you are retrenched, we will invest on your behalf for a full year whilst you find and settle into your new job. You can use this benefit up to 3 times before your 65th birthday. If you become disabled, we know that you may still have the same investment goals, so we will keep investing on your behalf until your 60th birthday. Invest R30,000 over 5 years, and we’ll refund 25% of the management fees you’ve paid. R20 R10 Liberty keeps investing for you* Be rewarded *excluding ad hoc increases to the regular premium and automatic premium increases in the preceding 12 months For more information about saving toward your dreams, speak to a Liberty adviser, contact our call centre on 0860 327 327 or visit www.liberty.co.za Disclaimer 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 specific needs and unique circumstances. Liberty Group Limited is an authorised financial services provider (no. 2409) Terms and conditions apply. © Liberty Group Ltd 2013. All rights reserved.