Our Financial Planning Solutions Tax Planning Solutions Estate Finalization Solutions
Lib 8 prides itself on being an independent financial service specializing in financial planning with a difference for both corporate and individual clients.
what makes our solutions the best?
Lib8 provides you with a comprehensive and holistic view of your finances and what it takes to put sustainable plans into place. Lib8 connects all financial dots by not only recommending financial solutions but understanding the tax impact of those solutions and how they will eventually impact the legacy that you leave. When the time comes, Lib8 can also finalize your estate which means that Lib8 understands that plans put in place need to work.
Financial Planning
- Life cover
- Investments
- Savings
- Short term insurance (vehicle or home)
- Medical Aid
- Retirement Annuity
- Employee Benefits for corporates
tax planning
- Income Tax
- Estate duty and costs
- Capital Gains Tax
- Donations Tax
- Executor’s Fees
estate finalization
- L&D account
- Will & Testament
- Trusts
- Winding Up of Estates
our approach
Financial planning with a difference! Combining financial planning tools and our track record of making things happen, we work with you to achieve your most important goals.
we get to know you
What is better than a friendly, informal chat to get to know you. These are serious matters, but we want you to be comfortable knowing that you are dealing with a warm human being interested in understanding you and your family.
what are your plans?
We are curious to find out what you want to achieve. We pride ourselves on bringing positive energy and simplicity to unearth your short- and long-term aspirations. We want to find out what your plans are from cradle to grave.
L&D account analysis
Amongst others, we use a liquidation and distribution account analysis to provide you with a clear picture of your current financial situation which ensures that you can make the best choices from the variety of options that are out there.
Plan of Action
Once you have a clear picture of your current situation, we work with you to craft a roadmap to success of financial liberation. We use our experience and tools to make this as easy and practical as possible.
Revisit
We walk alongside you during this journey, checking in, supporting and tweaking as life happens.
