Liberty Newsletter June 2017 How to build a legacy of wealth
Lees dié nuusbrief in Afrikaans
How to leave your family a legacy of wealth

 

Whether you’re a young achiever looking to start your first investment, a parent worried that your child may never become financially responsible or a grandparent wanting to pass on a legacy, this month we focus on helping you and your family leave a legacy of wealth for generations to come.
Investment Tips
 
Stash: The easiest way to start investing your spare change
 
Introducing Stash, the smartphone app for the young, tech-orientated millennial who really should start investing, but doesn’t want to spend hours filling in forms or committing to a monthly debit order.
 
Read more...
Money Management
 
Give your child the gift of sound money management
 
Financial planner Mariette Tappan shares her 25 years of experience in advising the children of her clients and raising her own kids to become the custodians of the future.
 
Read more...
Wealth Creation
 
How to leave a legacy of wealth for your grandchildren
 
As many grandparents are likely to see their great-grandchildren being born, is there an opportunity to leave a family legacy that reaches beyond your own children?
 
Read more...
Special Needs Savings
 
Providing for a child with special needs
 
For some parents, the reality is that their special needs child will be dependent on them forever. Geraldine MacPherson: Legal Marketing Specialist looks at how to use special trusts to ensure that they’re taken care of even after you’re gone.
 
Read more...
Liberty Extras
 
Online policyholder servicing
 
Download tax certificates, view policy values and other information, and update your details.
 
Click here...
Health
 
Man-up and get to the doctor
 
No-one enjoys a visit to the doctor, but studies show that men are less likely than women to take time out to visit their GP and this could stop them from getting the help they need.
 
Read more...

Your feedback is important to us – talk to us

Thank you for the feedback we have received on these newsletters so far. Your comments and suggestions will help us to give you relevant information for planning and managing your Investment Tips.

Please keep talking to us and telling us what you think! You can email your comments to [email protected].

Unsubscribe | Forward | Update | Visit

The information contained in this communication, including attachments, is not to be construed as advice in terms of the Financial Advisory and Intermediary Services Act of 2002 ("FAIS") as the writer is neither an appointed representative of Liberty, nor a licensed financial services provider as contemplated in FAIS. Please consult your financial adviser should you require advice of a financial nature and/or intermediary services.