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Investment Plans


At Liberty our investment solutions can help you to achieve your dreams whether you are a conservative investor or someone who prefers to take risks. Our solutions can be tailor-made to suit your needs. Furthermore Liberty also has a strong financial adviser network to support and service your individual investment needs.

Liberty offers the following investment and savings options, depending on your need:

Education Builder
Save for your child’s education on a monthly or annual basis.
Optional features can protect you in an event of retrenchment, disability or death.Minimum of R500/month.
With the EduCator option, the future of your child’s education is fully covered.

Investment Builder
Invest in your dreams – save monthly or annually now to reach a future goal.
Optional features can protect you in an event of retrenchment or disability.
Minimum of R500/month.

Investment Plan
A lump sum investment, with a minimum term of 5 years.
Gain exposure to more than one investment portfolio on the same investment policy.
Initial minimum investment amount of R12 500 required.

Investment Plan Income Option
A lump sum investment plan, with a minimum term of 5 years.
Regular income for a period of 5 years, plus a lump sum at the end of 5 years.
Initial minimum investment amount of R17 500 required.

Offshore Investment Plan
A lump sum policy that allows investors to invest offshore in a variety of portfolios.
Utilise an annual offshore allowance of R4 million.
Initial minimum investment of R25 000 required.

Multiple Access Investment Plan
A lump sum investment product.
Enjoy liquidity with immediate and unrestricted access to your funds as and when required.
Initial minimum investment of R50 000 required.

Flexible Investment Plan
A lump sum investment product.
The Flexible Investment Plan introduces the concept of bundling: Purchase an investment plan that groups associated policies under one bundle.
Initial minimum investment of R250 000 per bundle / R50 000 per policy required.

Guaranteed Investment Plan
A lump sum investment product.
Provides a predetermined guaranteed benefit at the end of 5 years.
Initial minimum investment of R50,000 required.

Guaranteed Investment Plan with Income
A lump sum investment product.
Provides a regular income for a period of 5 years, plus a predetermined lump sum guaranteed benefit at the end of 5 years.
Initial minimum investment of R75 000 required.

If you are interested in an Investment Plan simply contact us or call us on 076 012 7077 for further assistance.

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