Libra Financial Services – Providing Financial Planning Expertise

The financial services sector in South Africa is saturated with a many institutions claiming to have the clients’ best interests in mind. Libra Financial Services however, stands out due to its core value system which encompasses great people, innovation, competent leadership and a positive spirit.

Established in 1996, Libra Financial Services has substantial experience in the financial services provision industry. It is a leader in the personal financial planning, employee benefits, medical aid and investment fields. Libra Financial Services’ proven track record illustrates its commitment to providing professional, detailed and objective financial planning expertise. Its associations extend to companies that provide related services in the fields of short-term broking, tax and accounting services, legal and estate administration, property bank origination and stockbroking firms.

Libra’s financial services are divided into two categories, namely:

  1. Corporate Services and
  2. Private Services.

The institution currently advises 15 corporate clients and 225 private clients with assets exceeding R108 million.

The Corporate services division offers maximum flexibility for retirement funding and optimises related tax planning of the company. Libra’s Private Services division provides life assurance (including personal and business), healthcare, retirement planning, estate planning, wills and trusts and investments.

The latter is comprised of local and offshore options. Local investments offered by Libra include bank term deposits, unit trusts, annuities, structured products, hedge funds and mortgage bonds. Offshore investment opportunities are linked to bank accounts, unit trusts, structured products, hedge funds and tank container.

Libra Financial services’ expertise is achieved through a totally independent representation of the major life assurance companies, healthcare groups, merchant banks, pension funds, unit trusts and investment companies. Libra Financial Services clients are sure to be satisfied with its dedication to ensuring quality service and innovation.

To capitalize on Libra Financial Services, contact Libra Financial Services on call 011 672 3325.

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