Rob Nevin

There are many roads to riches-Get yourself a guide

REPRESENTING  THE LIBERTY GROUP

WORKING FOR MY CLIENTS

Registered Financial Planner

Educated at St Andrew’s College, Grahamstown followed by a Diploma in Theology.A family man and grandfather, married for 31 years with 2 sons and 3 Grand children

Previous experience in Hotel & Catering, Retail and Manufacturing. Joined the insurance industry in June 2001. In the first 6 months achieved the “Fast starter award” and in the year 2002 and 2003 finished 2nd top producer. In 2007 was runner up for Financial Planner of the year

My views of the insurance industry! For years I held the industry in contempt, a product you needed, but paid with reluctance. Having moved into the industry I realize that like most industries there are many unscrupulous individuals however with the FAIS bill the industry is far more professional and requires Professional people. Having lost money in personal policies due to bad advice I have made the following my goal;

“To represent Liberty and work for my clients ensuring best advice for client, top class ongoing service, returns on investment and retirement portfolios and support in any financial issues that clients might face ie tax, wills etc.

I am only as good as the professional backing I enjoy from Liberty Life, one of South Africa’s most innovative and dynamic business success stories

Ask yourself these 3 questions

1) If I should die today will my family continue to live at the same standard that I am providing for them now?

2) If I were disabled today would my family maintain their standard of living?

3) When I  retire will I maintain my standard of living?
 
If you hesitated at all you need to see me to do a Financial Needs Analysis.
Providing Service Excellence in:

Personal Financial Planning

1) Creating Wealth.
2) Family Security Plan.
3) Child Education Plan.
4) Medical Plan.
5) Salary Guarantee Plan.
6) Tax Planning.
7) Foreign Equity Portfolio.
8 ) Capital Gains Tax.

Retirement Planning & Investments

1) Retirement Annuities.
2) Pension and Provident Fund.
3) Deferred Compensation.
4) Unit Trusts.
5) Investment Bonds.
6) Progressive Retirement.
7) Counseling.

Estate Planning

1) Estate Conservation.
2) Trusts.
3) Wills.

Corporate Financial Planning

1) Pension/Provident Fund Administration.
2) Keyman Protection.
3) Professional Liability Self Insurance Fund.
4) Partnership/Shareholders Plan.
5) Loan Account Profit Plan.
6) Group Medical Lifestyle Benefit Plan.
7) Risk Management.

OTHER

1) Short term insurance.
2) Taxation and accounting services.
3) Legal assistance.
4) Debt Consolidation/Redemption planning.

Its a jungle out there-You need a guide

Contact Details

Tel: 011 801 9800
Fax: 0866 121 415
Cell: 082 355 3340
E Mail: rob.nevin@liblink.co.za