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Partnership
Liberty
A broad range of protection, investment, retirement and business solutions available through our partnership with Liberty.
About This Partnership
Broadening the financial solutions available to our clients.
Distinctive Wealth Management works with Liberty to give clients access to an extensive range of life, disability, illness, retirement, investment, estate and business solutions. Where appropriate to a client's circumstances and objectives, we can assist in understanding the relevant Liberty solutions and how they may fit within a broader financial plan.
Not every solution is automatically suited to every client — our role is to help you understand what is available and whether it is appropriate for your situation.
1 Life Insurance
- Life cover
- Family and dependant protection
- Estate and debt protection
- Legacy planning
2 Disability & Income Protection
- Disability cover
- Income protection
- Salary protection
- Temporary and permanent disability protection
3 Critical / Severe Illness Cover
- Critical illness protection
- Serious illness cover
- Financial protection following qualifying illnesses
4 Funeral Cover
- Funeral expenses
- Family funeral protection
5 Education Protection
- Education funding
- Protection of children's education if a parent can no longer provide
6 Retirement Planning
- Retirement annuities
- Pension preservation
- Provident preservation
- Living annuities
- Retirement income planning
7 Investments
- Flexible investments
- Long-term wealth creation
- Investments for specific financial goals
- Income-generating investments
8 Offshore / Global Investments
- Offshore investment solutions
- Global diversification
- International investment exposure
9 Education & Goal-Based Investments
- Saving for children's education
- Goal-based investment planning
- Short-, medium- and long-term savings
10 Estate Planning
- Estate planning
- Legacy planning
- Liquidity and protection for estates
11 Gap Cover
- Protection against certain medical expense shortfalls
12 Business Assurance
- Key-person protection
- Buy-and-sell protection
- Business continuity
- Contingent liability protection
- Protection of business owners and employees
13 Employee & Group Benefits
- Group risk solutions
- Umbrella retirement funds
- Employee benefit solutions
- Corporate investment solutions