Advertise Here
Icon

Directory

IconActuaries
IconAssociations & Institutes
IconAuditors
IconBBBEE Consulting and Verification Agencies
IconBusiness Chambers
IconBusiness Process Management
IconBusiness Process Outsourcing
IconCall Centre Outsourcing & Sales
IconCompliance
IconConsumer Protection
IconCorporate Governance
IconCredit Bureaus
IconDebit Order Collection Facilities
IconEducation and Training
IconFAIS
IconHuman Resources
IconInformation Technology and Software Partners
IconLegal
IconLife Insurance Companies
IconLife Insurance Products
IconOmbud
IconOutbound Sales
IconPolicy Administration
IconPolicy Trading
IconPublications
IconRe-insurance Companies
IconRegulatory Authorities
IconSales and Sales Management
IconSocial Grants (Government)
IconSurveys and Research
IconTraining Courses & Workshops
IconWellness Programs
Advertise Here
  Subscribe To »

Expert financial advice still recommended – especially in uncertain times

Published

2020

Mon

05

Oct

There's plenty of evidence to prove that a Financial Adviser in your life dramatically increases your ability to manage your finances, especially in challenging circumstances.

 

According to the research company, Columinate, 70% of people using an adviser are more confident about their financial situation.

 

Having an expert adviser is more than just moving money around, it's about making a realistic plan when unexpected events threaten your well-being, a financial adviser helps you create strategies for eliminating financial risk and building and protecting wealth over the long term.

 

"Expert Financial Advisers can help you prioritise what's important and find ways to be more efficient with money. Against the backdrop of COVID-19, and an economic downturn, where most people have suffered some kind of financial shock, an expert adviser can help stretch whatever income you have. They can also help protect your insurance or investment products by using the relief options available," says Johan Minnie, Group Sales Director at Liberty.

 

Backed by organisations whose business is to understand what happens if your income takes a knock – expert advisers can offer invaluable opinions and guidance in times of uncertainty.

Minnie says that everyone finds themselves in some uncertainty during this time.

 

"This pandemic has proven that our financial security is more fragile than we thought. Fortunately, expert advisers have trained for such times; and Liberty advisers have been further empowered with digital tools that allow them to guide South Africans needing financial advice," he says.

 

While the economic and health uncertainty brought about by this pandemic will linger for a while, working on your finances need not wait. A conversation with an adviser can address practical issues such as:

 

  1. Reviewing your monthly budget
  2. Working out a plan for your survival if you have had a financial shift
  3. Prioritising what you really need
  4. Getting you the help, you need
  5. Setting new goals or reviewing current ones

Anyone can also use the Liberty Quick Connect tool – a smart holistic assessment that evaluates your whole context, from how you're holding up mentally during the COVID-19 pandemic to a quick online financial wellness test to see how well you're managing your budget, emergency savings and retirement, plus how vulnerable your finances are to disruptions such as a critical illness or disability.

Working out a financial plan with the assistance of an expert financial adviser is the first step on your road to financial freedom, where dreams become practical and achievable goals. The research shows that this is especially true in times of uncertainty.

 

 
Source: Liberty
 
« Back to previous page Print this page » |
 

Breaking News »

Association Of South African Black Actuarial Professionals Encouraged To “Call Things As They Are”

Terrie Ellie ( far left) (Winner of the Mentorship Award) with Nabeelah Kolia (ASABA President) and Kaila Fourie (Newly elected ASABA EXCO member) and Paballo Makupu (far right) (student liaison on the ASSA (Actuarial ...
Read More »

  

Burning issues for the energy sector

Larger complexes, budget pressures and critical asset aging are driving loss and business interruption challenges in the oil and gas industry.     * New business ...
Read More »

  

Actuarial Society expects Covid-19 fourth wave in December; death rate will depend on how quickly South Africans get the jab

South Africa’s vaccination programme faces a race against time with a fourth wave of COVID-19 infections expected for December 2021 and into January 2022. Based on their analysis of the COVID-19 experiences ...
Read More »

  

COVID-19 pandemic marked by lack of meaningful and respectful debate, says incoming Actuarial Society President

Dialogue relevant to the COVID-19 pandemic has been marked by a distinct lack of meaningful and respectful debate largely due to arrogance and a lack of curiosity, according to Tjaart Esterhuyse, the incoming President ...
Read More »

 

More News »

Image

Healthcare »

Image

Investment »

Image

Retirement »

Image

Short-term »

Advertise Here
Image
Image
Image
Advertise Here

From The Glossary »

Icon

Exercise Price:

The price at which an underlying security can be sold to (for a put option) or purchased from (for a call option) the issuer of an option.
More Definitions »

 

Advertise

 

eZine

 

Contact IG

 

Media Pack

 

RSS Feeds

By using this website you agree to the Terms of Use.
Copyright © Insurance Gateway (Pty) Ltd 2004 - 2021. All Rights Reserved.